DFIS vs SCHK
Comparison between DIMENSIONAL INTERNATIONAL SMALL CAP ETF (DFIS, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
DFIS vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIS
$5.70B
SCHK
$5.70B
Expense Ratio
DFIS
0.39%
Winner
SCHK
0.03%
Max Drawdown
Winner
DFIS
27.80%
SCHK
34.80%
Sharpe Ratio
DFIS
1.24
Winner
SCHK
1.26
5Y Beta
Winner
DFIS
0.67
SCHK
0.99
P/E Ratio
DFIS
N/A
SCHK
26.84
Forward P/E
DFIS
N/A
SCHK
20.88
5Y Dividends CAGR
DFIS
N/A
SCHK
5.65%
5Y EPS CAGR
DFIS
N/A
SCHK
25.58%
Debt to Equity
DFIS
N/A
SCHK
47.95%
P/S Ratio
DFIS
N/A
SCHK
3.48
P/B Ratio
DFIS
N/A
SCHK
5.35
DFIS vs SCHK - Holdings Comparison
DFIS and SCHK have 2 common holdings. Overlap is 0.03%
DFIS's top 25 holdings weight is 7.78%. SCHK's top 25 holdings weight is 47.79%.
| Rank | DFIS | SCHK |
|---|---|---|
| #1 | S&P 500 EMINI FUT SEP25 (n/a) - 0.48% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.40% | APPLE INC (AAPL) - 6.90% |
| #3 | WHITECAP RESOURCES INC (n/a) - 0.38% | MICROSOFT CORP (MSFT) - 4.24% |
| #4 | BELIMO HOLDING AG (n/a) - 0.38% | AMAZON.COM INC (AMZN) - 3.47% |
| #5 | TEMENOS AG (n/a) - 0.38% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #6 | ORION OYJ CLASS B (n/a) - 0.37% | BROADCOM INC (AVGO) - 2.62% |
| #7 | PSP SWISS PROPERTY AG (n/a) - 0.33% | ALPHABET INC CLASS C (GOOG) - 2.35% |
| #8 | SPIE SA (n/a) - 0.30% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | CANADIAN TIRE CORP LTD (n/a) - 0.29% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | KESKO OYJ CLASS B (n/a) - 0.29% | TESLA INC (TSLA) - 1.53% |
| #11 | UNIPOL ASSICURAZIONI SPA (n/a) - 0.29% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.29% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | LEG IMMOBILIEN SE (n/a) - 0.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | GAMES WORKSHOP GROUP PLC (n/a) - 0.29% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | BELLWAY PLC (n/a) - 0.29% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.90% |
| #16 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.29% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | QIAGEN NV (QGEN) - 0.28% | VISA INC CLASS A (V) - 0.85% |
| #18 | FINNING INTERNATIONAL INC (n/a) - 0.28% | INTEL CORP (INTC) - 0.71% |
| #19 | THYSSENKRUPP AG (n/a) - 0.28% | WALMART INC (WMT) - 0.69% |
| #20 | CAPITAL POWER CORP (n/a) - 0.28% | ABBVIE INC (ABBV) - 0.65% |
| #21 | REXEL SA (n/a) - 0.27% | APPLIED MATERIALS INC (AMAT) - 0.64% |
| #22 | SWISSQUOTE GROUP HOLDING SA (n/a) - 0.27% | CISCO SYSTEMS INC (CSCO) - 0.64% |
| #23 | n/a (n/a) - 0.26% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | HISCOX LTD (n/a) - 0.26% | CATERPILLAR INC (CAT) - 0.59% |
| #25 | ELISA OYJ CLASS A (n/a) - 0.26% | COSTCO WHOLESALE CORP (COST) - 0.59% |
| Total Holdings | 3023 | 928 |
DFIS vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIS
+5.82%
SCHK
+2.47%
3M
Winner
DFIS
+4.82%
SCHK
+3.83%
6M
DFIS
+3.74%
Winner
SCHK
+11.83%
1Y
Winner
DFIS
+24.45%
SCHK
+21.92%
5Y(CAGR)
DFIS
+12.05%
Winner
SCHK
+12.48%
10Y(CAGR)
DFIS
N/A
SCHK
+14.67%
Max(CAGR)
DFIS
+12.05%
Winner
SCHK
+14.67%
DFIS vs SCHK - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DFIS | SCHK |
|---|---|---|
| 2026 | +14.63% | +12.99% |
| 2025 | +37.73% | +17.48% |
| 2024 | +5.10% | +25.29% |
| 2023 | +14.43% | +27.16% |
| 2022 | -12.94% | -19.88% |
| 2021 | N/A | +27.95% |
| 2020 | N/A | +19.71% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.78% |
| 2017 | N/A | +5.07% |
DFIS vs SCHK Drawdown Comparison
The maximum drawdown for DFIS was -27.22%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current SCHK drawdown is -1.60%.
| Rank | DFIS | SCHK |
|---|---|---|
| #1 | -27.22% Mar 29, 2022 - Mar 6, 2024 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -13.55% Mar 19, 2025 - Apr 28, 2025 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -12.44% Feb 27, 2026 - Aug 5, 2026 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -10.76% Sep 26, 2024 - Mar 18, 2025 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -7.14% Jul 16, 2024 - Aug 21, 2024 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -5.60% Oct 27, 2025 - Dec 5, 2025 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -4.29% Apr 9, 2024 - May 9, 2024 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -4.09% Aug 27, 2024 - Sep 19, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -3.94% May 20, 2024 - Jul 12, 2024 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -3.77% Jul 23, 2025 - Aug 13, 2025 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -2.87% Jan 27, 2026 - Feb 9, 2026 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -2.75% Oct 3, 2025 - Oct 24, 2025 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -2.55% Aug 22, 2025 - Sep 8, 2025 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -1.59% Jul 9, 2025 - Jul 22, 2025 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between DFIS and SCHK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
DFIS vs SCHK dividend yield comparison.
| Year | DFIS | SCHK |
|---|---|---|
| 2026 | 1.21% | 0.49% |
| 2025 | 2.23% | 1.09% |
| 2024 | 2.19% | 1.20% |
| 2023 | 2.36% | 1.38% |
| 2022 | 1.13% | 1.57% |
| 2021 | 0.00% | 1.17% |
| 2020 | 0.00% | 1.58% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 0.31% |
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