SCHX vs DFVX
YTDYear to date
DFVX wins+4.3 pts
Past year
DFVX wins+6.0 pts
Fee
SCHX winslower fee
Yield
Level
AUM
SCHX132.4× more
2–1DFVX wins
SCHX and DFVX · year-to-date · as of Nov 9, 2026 · AUM not scored
DFVX vs S&P 500
5Y$83.00 · −0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.1%−2.0%−3.3%+12.7%+15.3%——+68.1%
Peer average0.0%−4.0%−4.2%+10.4%+12.4%+78.0%+65.6%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Dimensional DFVX and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.6%AMZN5.3%META4.4%JPM2.5%GOOGL2.4%XOM2.3%JNJ2.2%GOOG2.0%V1.8%MU1.8%MRK1.6%HD1.4%WMT1.4%PG1.3%NVDA1.1%GILD1.1%AMGN1.0%COST1.0%KO1.0%CVX0.9%CSCO0.8%IBM0.8%
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 29 US Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | U.S. Large-CapReadDesk | 0.03% | 1.1% | +8.4% | +8.4% | $71.4B | |
| 2 | SCHG | U.S. Large-Cap GrowthReadDesk | 0.04% | 0.4% | +1.9% | +1.9% | $59.7B | |
| 3 | VV | Morningstar Large-CapReadDesk | 0.03% | 1.1% | +8.5% | +8.5% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap ValueReadDesk | 0.15% | 1.1% | +21.8% | +21.8% | $22.2B | |
| 5 | SCHV | U.S. Large-Cap ValueReadDesk | 0.04% | 1.8% | +16.2% | +16.2% | $15.4B | |
| 6 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap EquityReadDesk | 0.09% | 1.1% | +7.3% | +7.3% | $14.6B | |
| 7 | FELC | Fidelity Enhanced Large Cap CoreReadDesk | 0.18% | 0.9% | +9.6% | +9.6% | $8.7B | |
| 8 | BKLC | BNY Mellon US Large Cap Core EquityReadDesk | 0.00% | 2.3% | +9.2% | +9.2% | $6.7B | |
| 9 | FELG | Fidelity Enhanced Large Cap GrowthReadDesk | 0.18% | 0.4% | −3.8% | −3.8% | $5.4B | |
| 10 | FELV | Fidelity Enhanced Large Cap ValueReadDesk | 0.18% | 1.4% | +24.4% | +24.4% | $3.7B | |
| 11 | GSEW | Goldman Sachs Equal Weight U.S. Large Cap EquityReadDesk | 0.09% | 1.4% | +12.7% | +12.7% | $2.2B | |
| 12 | FLQL | Franklin U.S. Large Cap MultifactorReadDesk | 0.15% | 1.1% | +7.4% | +7.4% | $2.1B | |
| 13 | DFAL | Dimensional Trust - Dimensional US Large Cap Core Equity MarketReadDesk | 0.13% | 0.2% | new | new | $1.7B | |
| 14 | SEIV | SEI QiM U.S. Large Cap Value ActiveReadDesk | 0.15% | 1.6% | +18.6% | +18.6% | $1.6B | |
| 15 | AVLC | Avantis U.S. Large Cap EquityReadDesk | 0.15% | 0.9% | +11.8% | +11.8% | $1.5B | |
| 16 | SEIM | SEI QiM U.S. Large Cap Momentum ActiveReadDesk | 0.15% | 0.7% | +5.4% | +5.4% | $1.4B |
1–16 of 29Page 1 of 2
US Large Cap · current AUM · as of Nov 9, 2026
DFVX Payouts by Year
4YLatest payout, Sep 2026
$0.25
a share · every quarter
1.1% yield
1.1% yield
4 years added up
$2.61 a share
$2.61 a share
Dimensional DFVX · per-share distributions by ex-date · 2023–2026
DFVX’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETFReadVersus | 0.03% | 1.1% | +0.3% | +8.4% | +9.3% | $71.4B | |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETFReadVersus | 0.04% | 0.4% | +1.0% | +1.9% | +0.9% | $59.7B | |
| 3 | VV | Vanguard Morningstar Large-Cap ETFReadVersus | 0.03% | 1.1% | +0.3% | +8.5% | +9.4% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap Value ETFReadVersus | 0.15% | 1.1% | −0.6% | +21.8% | +27.5% | $22.2B | |
| 5 | SCHV | Schwab U.S. Large-Cap Value ETFReadVersus | 0.04% | 1.8% | −0.3% | +16.2% | +20.0% | $15.4B | |
| 6 | DFVX | Dimensional US Large Cap Vector ETFThis fund | 0.19% | 1.1% | −0.1% | +12.7% | +15.3% | $539M |
#7 of 26 this year · #28 cheapest of 29 · sorted by assetsOpen the Low-Cost Core table →
DFVX and its peer group · total return · as of Nov 9, 2026
Cards for This View
DFVX’s Top 10 Holdings
Today31.3%of DFVX sits in these 10
Dimensional DFVX · weight in the fund · as of Nov 6, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.6%AMZN5.3%META4.4%JPM2.5%GOOGL2.4%XOM2.3%JNJ2.2%GOOG2.0%V1.8%MU1.8%MRK1.6%HD1.4%WMT1.4%PG1.3%NVDA1.1%GILD1.1%AMGN1.0%COST1.0%KO1.0%CVX0.9%CSCO0.8%IBM0.8%
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
DFVX vs Peer Average
YTDDFVXAvsBPeer average
1D−0.1%0.0%
1M−2.0%−4.0%
3M−3.3%−4.2%
YTD+12.7%+10.4%
1Y+15.3%+12.4%
3Y[…]+78.0%
5Y[…]+65.6%
4–1DFVX wins
28 US large cap peers · each row scaled to its leader