DFVX Desk | ETF Tracker

SCHX vs DFVX

YTD

SCHXSchwabDFVXDimensional

Year to date

+10.6%

+15.4%

DFVX wins+4.7 pts

Past year

+12.6%

+18.7%

DFVX wins+6.1 pts

Fee

0.03%

0.19%

SCHX winslower fee

Yield

1.1%

Level

AUM

DFVX vs S&P 500

YTD$84.98 · 0.0% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 29 US Large Cap ETFs

YTD

#
1	SCHX	U.S. Large-CapRead Desk	0.03%	1.1%	+10.6%	+10.6%	$72.9B
2	SCHG	U.S. Large-Cap GrowthRead Desk	0.04%	0.4%	+4.1%	+4.1%	$61.0B
3	VV	Morningstar Large-CapRead Desk	0.03%	1.0%
4		Read Desk	0.15%	1.1%
5		Read Desk	0.04%	1.8%
6		Read Desk	0.09%	1.0%
7		Read Desk	0.18%	0.9%
8		Read Desk	0.00%	1.1%
9		Read Desk	0.18%	0.4%
10		Read Desk	0.18%	1.4%
11		Read Desk	0.09%	1.4%
12		Read Desk	0.15%	1.1%
13		Read Desk	0.13%	0.2%
14		Read Desk	0.15%	1.6%
15		Read Desk	0.15%	0.9%
16		Read Desk	0.15%	0.6%

1–16 of 29

DFVX’s Peers

YTDUS Large Cap · 6 largest

#
1	SCHX	Schwab U.S. Large-Cap ETFRead Versus	0.03%	1.1%	−0.2%	+10.6%	+12.6%	$72.9B
2	SCHG	Schwab U.S. Large-Cap Growth ETFRead Versus	0.04%	0.4%	−0.7%	+4.1%	+5.1%	$61.0B
3	VV	Vanguard Morningstar Large-Cap ETFRead Versus	0.03%	1.0%
4		Read Versus	0.15%	1.1%
5		Read Versus	0.04%	1.8%
6		This fund	0.19%	1.1%

Cards for This View

DFVX’s Top 10 Holdings

Today

31.5%of DFVX sits in these 10

1MSFTMicrosoft6.57%

2AMZNAmazon5.29%

3METAMeta Platforms4.54%

4JPMJpmorgan Chase &

SCHX vs DFVX

YTD

SCHXSchwabDFVXDimensional

Year to date

+10.6%

+15.4%

DFVX wins+4.7 pts

Past year

+12.6%

+18.7%

DFVX wins+6.1 pts

Fee

0.03%

0.19%

SCHX winslower fee

Yield

1.1%

Level

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SCHX vs DFVX

DFVX vs S&P 500

All 29 US Large Cap ETFs

DFVX Payouts by Year

DFVX’s Peers

Cards for This View

DFVX’s Top 10 Holdings

SCHX vs DFVX

DFVX’s Holdings

DFVX’s Holdings

DFVX vs Peer Average