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DFCF vs SCHH

Comparison between DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).

5-Year PerformanceSCHH has outperformed DFCF, delivering a return of +3.6% compared to +0.1%

DFCF vs SCHH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFCF
$11B
Winner
SCHH
$11B
Expense Ratio
DFCF
0.17%
Winner
SCHH
0.07%
Max Drawdown
Winner
DFCF
21.67%
SCHH
44.22%
Sharpe Ratio
DFCF
-0.05
Winner
SCHH
0.96
5Y Beta
Winner
DFCF
0.07
SCHH
0.45
P/E Ratio
DFCF
N/A
SCHH
36.78
Forward P/E
DFCF
N/A
SCHH
36.10
5Y Dividends CAGR
DFCF
N/A
SCHH
6.48%
5Y EPS CAGR
DFCF
N/A
SCHH
7.87%
Debt to Equity
DFCF
N/A
SCHH
43.36%
P/S Ratio
DFCF
N/A
SCHH
7.59
P/B Ratio
DFCF
N/A
SCHH
2.68

DFCF vs SCHH - Historical Returns

Returns include dividend reinvestment.

1M
DFCF
-1.36%
Winner
SCHH
+2.23%
3M
DFCF
-0.77%
Winner
SCHH
+8.51%
6M
DFCF
-0.51%
Winner
SCHH
+17.75%
1Y
DFCF
+3.54%
Winner
SCHH
+19.99%
5Y(CAGR)
DFCF
+0.11%
Winner
SCHH
+3.60%
10Y(CAGR)
DFCF
N/A
SCHH
+4.02%
Max(CAGR)
DFCF
+0.11%
Winner
SCHH
+7.30%

DFCF vs SCHH - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearDFCFSCHH
2026-0.17%+19.89%
2025+7.86%+3.20%
2024+1.97%+3.89%
2023+6.49%+11.27%
2022-13.97%-24.46%
2021+0.23%+45.90%
2020N/A-13.48%
2019N/A+26.23%
2018N/A-4.02%
2017N/A+3.43%
2016N/A+7.86%
2015N/A+1.89%
2014N/A+32.13%
2013N/A-0.03%
2012N/A+15.83%
2011N/A+9.48%

DFCF vs SCHH Drawdown Comparison

The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.

The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.

The current DFCF drawdown is -2.02%. The current SCHH drawdown is -0.40%.

RankDFCFSCHH
#1-19.56%
Dec 3, 2021 - Oct 16, 2025
-44.22%
Feb 21, 2020 - Jun 10, 2021
#2-2.79%
Feb 27, 2026 - Mar 27, 2026
-33.26%
Dec 31, 2021 - Apr 17, 2026
#3-1.11%
Oct 28, 2025 - Nov 26, 2025
-22.70%
Jul 22, 2011 - Feb 1, 2012
#4-0.94%
Nov 19, 2021 - Nov 30, 2021
-18.03%
May 21, 2013 - May 30, 2014
#5-0.84%
Nov 26, 2025 - Jan 14, 2026
-16.82%
Aug 1, 2016 - Aug 17, 2018
#6-0.72%
Jan 14, 2026 - Feb 5, 2026
-16.51%
Jan 26, 2015 - Mar 31, 2016
#7-0.21%
Oct 22, 2025 - Oct 27, 2025
-13.34%
Dec 6, 2018 - Jan 31, 2019
#8-0.18%
Oct 16, 2025 - Oct 20, 2025
-9.35%
Sep 14, 2012 - Jan 18, 2013
#9-0.16%
Feb 10, 2026 - Feb 12, 2026
-8.73%
May 1, 2012 - Jul 2, 2012
#10-0.12%
Nov 30, 2021 - Dec 3, 2021
-8.34%
Aug 28, 2018 - Dec 6, 2018
#11-0.08%
Feb 17, 2026 - Feb 23, 2026
-7.91%
Sep 2, 2021 - Nov 2, 2021
#12-0.07%
Feb 23, 2026 - Feb 26, 2026
-7.54%
Sep 5, 2014 - Oct 23, 2014
#13N/A-7.23%
May 31, 2011 - Jul 7, 2011
#14N/A-6.45%
Oct 24, 2019 - Feb 12, 2020
#15N/A-6.23%
Feb 28, 2011 - Apr 20, 2011

Correlation

Correlation between DFCF and SCHH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2011 - 2026)

DFCF vs SCHH dividend yield comparison.

YearDFCFSCHH
20262.14%1.14%
20254.48%3.04%
20244.61%3.22%
20234.51%3.24%
20223.27%2.55%
20210.16%1.50%
20200.00%2.86%
20190.00%2.86%
20180.00%3.64%
20170.00%2.22%
20160.00%2.81%
20150.00%2.48%
20140.00%2.18%
20130.00%2.59%
20120.00%2.51%
20110.00%2.26%

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