DFAU vs SCHI

Comparison between DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceDFAU has outperformed SCHI, delivering a return of +12.5% compared to +1.4%

DFAU vs SCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAU(ETF)	SCHI(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.12%	0.03%
Max Drawdown	24.34%	23.65%
Sharpe Ratio	2.05	0.76
5Y Beta	0.98	0.08
P/E Ratio	26.60	N/A
Forward P/E	19.31	N/A
5Y Dividends CAGR	45.93%	16.70%
5Y EPS CAGR	23.67%	N/A
P/S Ratio	2.79	N/A
P/B Ratio	4.44	N/A

Net Assets

DFAU

$10B

Winner

SCHI

$10B

Expense Ratio

DFAU

0.12%

Winner

SCHI

0.03%

Max Drawdown

DFAU

24.34%

Winner

SCHI

23.65%

Sharpe Ratio

Winner

DFAU

2.05

SCHI

0.76

5Y Beta

DFAU

0.98

Winner

SCHI

0.08

P/E Ratio

DFAU

26.60

SCHI

N/A

Forward P/E

DFAU

19.31

SCHI

N/A

5Y Dividends CAGR

Winner

DFAU

45.93%

SCHI

16.70%

5Y EPS CAGR

DFAU

23.67%

SCHI

N/A

P/S Ratio

DFAU

2.79

SCHI

N/A

P/B Ratio

DFAU

4.44

SCHI

N/A

DFAU vs SCHI - Historical Returns

Returns include dividend reinvestment.

Period	DFAU	SCHI
1 month	+8.30%	+0.15%
3 months	+5.70%	-0.08%
6 months	+10.95%	+1.28%
1 year	+32.20%	+7.51%
5 years(CAGR)	+12.49%	+1.39%
Max(CAGR)	+15.40%	+2.25%

Winner

DFAU

+8.30%

SCHI

+0.15%

Winner

DFAU

+5.70%

SCHI

-0.08%

Winner

DFAU

+10.95%

SCHI

+1.28%

Winner

DFAU

+32.20%

SCHI

+7.51%

5Y(CAGR)

Winner

DFAU

+12.49%

SCHI

+1.39%

Max(CAGR)

Winner

DFAU

+15.40%

SCHI

+2.25%

DFAU vs SCHI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	DFAU	SCHI
2026	+8.31%	+0.54%
2025	+16.92%	+9.42%
2024	+23.99%	+3.71%
2023	+25.25%	+8.39%
2022	-17.41%	-13.56%
2021	+28.75%	-1.70%
2020	+6.48%	+9.65%
2019	N/A	+1.00%

DFAU vs SCHI Drawdown Comparison

The maximum drawdown for DFAU was -23.61%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The current SCHI drawdown is -1.07%.

Rank	DFAU	SCHI
#1	-23.61% Jan 4, 2022 - Dec 13, 2023	-20.67% Aug 3, 2021 - Jul 22, 2025
#2	-19.36% Feb 19, 2025 - Jun 27, 2025	-16.83% Mar 4, 2020 - Jun 8, 2020
#3	-8.67% Feb 9, 2026 - Apr 14, 2026	-4.36% Dec 31, 2020 - Aug 2, 2021
#4	-8.53% Jul 16, 2024 - Sep 19, 2024	-3.01% Feb 27, 2026 - Mar 27, 2026
#5	-5.50% Mar 28, 2024 - May 15, 2024	-1.44% Aug 6, 2020 - Nov 19, 2020
#6	-5.11% Oct 28, 2025 - Dec 5, 2025	-1.20% Oct 27, 2025 - Nov 26, 2025
#7	-4.98% Nov 16, 2021 - Dec 27, 2021	-1.12% Nov 1, 2019 - Nov 26, 2019
#8	-4.88% Dec 4, 2024 - Feb 18, 2025	-0.97% Jun 10, 2020 - Jun 15, 2020
#9	-4.58% Sep 2, 2021 - Oct 19, 2021	-0.82% Sep 15, 2025 - Oct 13, 2025
#10	-4.14% May 7, 2021 - Jun 8, 2021	-0.78% Jan 14, 2026 - Feb 5, 2026
#11	-4.01% Feb 12, 2021 - Mar 11, 2021	-0.65% Nov 26, 2025 - Dec 26, 2025
#12	-3.85% Jan 20, 2021 - Feb 4, 2021	-0.64% Jun 16, 2020 - Jul 1, 2020
#13	-3.42% Jul 12, 2021 - Jul 23, 2021	-0.56% Nov 30, 2020 - Dec 15, 2020
#14	-3.10% Oct 8, 2025 - Oct 24, 2025	-0.52% Aug 13, 2025 - Aug 22, 2025
#15	-2.92% Mar 17, 2021 - Apr 1, 2021	-0.49% Dec 3, 2019 - Dec 13, 2019