SCHX vs DFVX
YTDYear to date
DFVX wins+4.8 pts
Past year
DFVX wins+7.3 pts
Fee
SCHX winslower fee
Yield
Level
AUM
SCHX132.8× more
2–1DFVX wins
SCHX and DFVX · year-to-date · as of Nov 6, 2026 · AUM not scored
DFVX vs SCHX
YTD$83.12 · −3.4% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareSCHX+ S&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−3.4%−1.7%−2.8%+12.8%+16.4%——+68.3%
Peer average−3.5%−4.0%−4.0%+10.7%+13.0%+80.4%+66.4%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Dimensional DFVX and SCHX · total return, dividends in · as of Nov 6, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.6%AMZN5.2%META4.4%JPM2.5%GOOGL2.4%XOM2.3%JNJ2.2%MU2.1%GOOG1.9%V1.8%MRK1.6%HD1.4%WMT1.3%PG1.2%NVDA1.2%GILD1.1%AMGN1.0%COST0.9%KO0.9%CVX0.9%CSCO0.9%IBM
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 5, 2026
All 29 US Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | U.S. Large-CapReadDesk | 0.03% | 1.1% | +8.0% | +8.0% | $74.3B | |
| 2 | SCHG | U.S. Large-Cap GrowthReadDesk | 0.04% | 0.4% | +0.9% | +0.9% | $62.5B | |
| 3 | VV | Morningstar Large-CapReadDesk | 0.03% | 1.1% | +8.1% | +8.1% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap ValueReadDesk | 0.15% | 1.1% | +22.6% | +22.6% | $22.6B | |
| 5 | SCHV | U.S. Large-Cap ValueReadDesk | 0.04% | 1.8% | +16.6% | +16.6% | $15.9B | |
| 6 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap EquityReadDesk | 0.09% | 1.1% | +7.2% | +7.2% | $15.3B | |
| 7 | FELC | Fidelity Enhanced Large Cap CoreReadDesk | 0.18% | 0.9% | +9.3% | +9.3% | $8.6B | |
| 8 | BKLC | BNY Mellon US Large Cap Core EquityReadDesk | 0.00% | 2.3% | +8.8% | +8.8% | $7.0B | |
| 9 | FELG | Fidelity Enhanced Large Cap GrowthReadDesk | 0.18% | 0.4% | −4.8% | −4.8% | $5.8B | |
| 10 | FELV | Fidelity Enhanced Large Cap ValueReadDesk | 0.18% | 1.4% | +24.7% | +24.7% | $3.4B | |
| 11 | GSEW | Goldman Sachs Equal Weight U.S. Large Cap EquityReadDesk | 0.09% | 1.4% | +17.0% | +17.0% | $2.2B | |
| 12 | FLQL | Franklin U.S. Large Cap MultifactorReadDesk | 0.15% | 1.1% | +6.7% | +6.7% | $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% | +11.6% | +11.6% | $1.6B | |
| 16 | SEIM | SEI QiM U.S. Large Cap Momentum ActiveReadDesk | 0.15% | 0.6% | +10.5% | +10.5% | $1.5B |
1–16 of 29Page 1 of 2
US Large Cap · current AUM · as of Nov 6, 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% | −4.3% | +8.0% | +9.2% | $74.3B | |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETFReadVersus | 0.04% | 0.4% | −5.5% | +0.9% | +0.1% | $62.5B | |
| 3 | VV | Vanguard Morningstar Large-Cap ETFReadVersus | 0.03% | 1.1% | −4.4% | +8.1% | +9.4% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap Value ETFReadVersus | 0.15% | 1.1% | −3.3% | +22.6% | +29.5% | $22.6B | |
| 5 | SCHV | Schwab U.S. Large-Cap Value ETFReadVersus | 0.04% | 1.8% | −3.2% | +16.6% | +21.2% | $15.9B | |
| 6 | DFVX | Dimensional US Large Cap Vector ETFThis fund | 0.19% | 1.1% | −3.4% | +12.8% | +16.4% | $560M |
#8 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 6, 2026
Cards for This View
DFVX’s Top 10 Holdings
Today31.4%of DFVX sits in these 10
Dimensional DFVX · weight in the fund · as of Nov 5, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.6%AMZN5.2%META4.4%JPM2.5%GOOGL2.4%XOM2.3%JNJ2.2%MU2.1%GOOG1.9%V1.8%MRK1.6%HD1.4%WMT1.3%PG1.2%NVDA1.2%GILD1.1%AMGN1.0%COST0.9%KO0.9%CVX0.9%CSCO0.9%IBM
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 5, 2026
DFVX vs Peer Average
YTDDFVXAvsBPeer average
1D−3.4%−3.5%
1M−1.7%−4.0%
3M−2.8%−4.0%
YTD+12.8%+10.7%
1Y+16.4%+13.0%
3Y[…]+80.4%
5Y[…]+66.4%
5–0DFVX wins
28 US large cap peers · each row scaled to its leader