DFAS vs SCHR

Comparison between DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceDFAS has outperformed SCHR, delivering a return of +7.5% compared to +0.2%

DFAS vs SCHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAS(ETF)	SCHR(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.26%	0.03%
Max Drawdown	27.31%	20.13%
Sharpe Ratio	1.53	-0.00
5Y Beta	1.02	-0.01
P/E Ratio	50.31	N/A
Forward P/E	14.07	N/A
5Y Dividends CAGR	N/A	21.51%
5Y EPS CAGR	10.48%	N/A
P/S Ratio	1.11	N/A
P/B Ratio	1.96	N/A

Net Assets

DFAS

$13B

Winner

SCHR

$13B

Expense Ratio

DFAS

0.26%

Winner

SCHR

0.03%

Max Drawdown

DFAS

27.31%

Winner

SCHR

20.13%

Sharpe Ratio

Winner

DFAS

1.53

SCHR

-0.00

5Y Beta

DFAS

1.02

Winner

SCHR

-0.01

P/E Ratio

DFAS

50.31

SCHR

N/A

Forward P/E

DFAS

14.07

SCHR

N/A

5Y Dividends CAGR

DFAS

N/A

SCHR

21.51%

5Y EPS CAGR

DFAS

10.48%

SCHR

N/A

P/S Ratio

DFAS

1.11

SCHR

N/A

P/B Ratio

DFAS

1.96

SCHR

N/A

DFAS vs SCHR - Historical Returns

Returns include dividend reinvestment.

Period	DFAS	SCHR
1 month	+4.96%	-0.04%
3 months	+2.25%	-0.18%
6 months	+15.83%	+0.50%
1 year	+30.80%	+4.19%
5 years(CAGR)	+7.49%	+0.19%
10 years(CAGR)	N/A	+1.29%
Max(CAGR)	+7.49%	+1.96%

Winner

DFAS

+4.96%

SCHR

-0.04%

Winner

DFAS

+2.25%

SCHR

-0.18%

Winner

DFAS

+15.83%

SCHR

+0.50%

Winner

DFAS

+30.80%

SCHR

+4.19%

5Y(CAGR)

Winner

DFAS

+7.49%

SCHR

+0.19%

10Y(CAGR)

DFAS

N/A

SCHR

+1.29%

Max(CAGR)

Winner

DFAS

+7.49%

SCHR

+1.96%

DFAS vs SCHR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DFAS	SCHR
2026	+10.94%	+0.17%
2025	+8.32%	+7.37%
2024	+10.86%	+1.68%
2023	+18.17%	+3.85%
2022	-14.54%	-10.09%
2021	+4.98%	-2.67%
2020	N/A	+7.50%
2019	N/A	+6.13%
2018	N/A	+1.46%
2017	N/A	+1.52%
2016	N/A	+0.84%
2015	N/A	+1.40%
2014	N/A	+4.28%
2013	N/A	-2.60%
2012	N/A	+2.67%
2011	N/A	+10.32%
2010	N/A	-0.88%

DFAS vs SCHR Drawdown Comparison

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current DFAS drawdown is -0.69%. The current SCHR drawdown is -1.82%.

Rank	DFAS	SCHR
#1	-26.13% Nov 25, 2024 - Dec 4, 2025	-16.11% Aug 4, 2020 - Oct 20, 2022
#2	-25.02% Nov 8, 2021 - Mar 21, 2024	-5.79% Nov 4, 2010 - Jun 24, 2011
#3	-9.36% Feb 10, 2026 - Apr 17, 2026	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-9.31% Jul 31, 2024 - Oct 14, 2024	-5.23% May 1, 2013 - Oct 13, 2014
#5	-7.89% Mar 28, 2024 - May 15, 2024	-2.68% Feb 2, 2015 - Aug 24, 2015
#6	-7.10% Jun 15, 2021 - Aug 11, 2021	-2.56% Jan 31, 2012 - May 4, 2012
#7	-5.29% May 15, 2024 - Jul 12, 2024	-2.48% Sep 22, 2011 - Dec 16, 2011
#8	-5.03% Sep 2, 2021 - Oct 18, 2021	-2.26% Sep 4, 2019 - Jan 27, 2020
#9	-4.70% Aug 11, 2021 - Aug 27, 2021	-2.21% Mar 9, 2020 - Mar 23, 2020
#10	-4.27% Nov 11, 2024 - Nov 25, 2024	-2.14% Oct 14, 2015 - Jan 20, 2016
#11	-3.63% Oct 16, 2024 - Nov 6, 2024	-1.89% Jun 24, 2011 - Jul 13, 2011
#12	-3.34% Dec 11, 2025 - Jan 6, 2026	-1.73% Feb 11, 2016 - Apr 7, 2016
#13	-3.17% Jul 16, 2024 - Jul 31, 2024	-1.56% Jul 24, 2012 - Dec 5, 2012
#14	-2.92% Jan 22, 2026 - Feb 6, 2026	-1.44% Dec 6, 2012 - Apr 4, 2013
#15	-2.61% Oct 25, 2021 - Nov 1, 2021	-1.43% Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between DFAS and SCHR is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2010 - 2026)

DFAS vs SCHR dividend yield comparison.

Year	DFAS	SCHR
2026	0.21%	1.30%
2025	0.99%	3.85%
2024	0.93%	3.77%
2023	1.00%	3.16%
2022	1.03%	2.02%
2021	2.87%	1.00%
2020	0.00%	1.62%
2019	0.00%	2.31%
2018	0.00%	2.11%
2017	0.00%	1.65%
2016	0.00%	1.46%
2015	0.00%	1.56%
2014	0.00%	1.44%
2013	0.00%	1.07%
2012	0.00%	1.07%
2011	0.00%	1.53%
2010	0.00%	0.57%