DFUV vs SCHM
Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).
DFUV vs SCHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFUV
$14B
SCHM
$14B
Expense Ratio
DFUV
0.21%
Winner
SCHM
0.04%
Max Drawdown
Winner
DFUV
18.26%
SCHM
42.43%
Sharpe Ratio
Winner
DFUV
2.10
SCHM
1.67
5Y Beta
Winner
DFUV
0.79
SCHM
1.00
P/E Ratio
Winner
DFUV
20.61
SCHM
34.74
Forward P/E
Winner
DFUV
14.35
SCHM
17.62
5Y Dividends CAGR
DFUV
N/A
SCHM
9.78%
5Y EPS CAGR
Winner
DFUV
12.20%
SCHM
11.27%
Debt to Equity
DFUV
38.83%
Winner
SCHM
22.41%
P/S Ratio
DFUV
1.78
Winner
SCHM
1.74
P/B Ratio
Winner
DFUV
2.42
SCHM
2.90
DFUV vs SCHM - Holdings Comparison
DFUV and SCHM have 309 common holdings. Overlap is 14.80%
DFUV's top 25 holdings weight is 37.16%. SCHM's top 25 holdings weight is 19.71%.
| Rank | DFUV | SCHM |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.33% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.95% |
| #2 | EXXON MOBIL CORP (XOM) - 3.58% | CIENA CORP (CIEN) - 1.46% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.06% | BLOOM ENERGY CORP CLASS A (BE) - 1.45% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% | LUMENTUM HOLDINGS INC (LITE) - 1.35% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.59% | COHERENT CORP (COHR) - 1.20% |
| #6 | AMAZON.COM INC (AMZN) - 2.35% | FLEX LTD (FLEX) - 0.68% |
| #7 | CHEVRON CORP (CVX) - 2.10% | STEEL DYNAMICS INC (STLD) - 0.62% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.81% | CASEY'S GENERAL STORES INC (CASY) - 0.61% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.48% | TECHNIPFMC PLC (n/a) - 0.58% |
| #10 | LINDE PLC (LIN) - 1.26% | TWILIO INC CLASS A (TWLO) - 0.56% |
| #11 | INTEL CORP (INTC) - 1.17% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.14% | TAPESTRY INC (TPR) - 0.54% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.12% | NVENT ELECTRIC PLC (NVT) - 0.52% |
| #14 | AT&T INC (T) - 1.12% | MASTEC INC (MTZ) - 0.51% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.08% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.05% | FTAI AVIATION LTD (FTAI) - 0.48% |
| #17 | WELLS FARGO & CO (WFC) - 0.95% | UNITED THERAPEUTICS CORP (UTHR) - 0.47% |
| #18 | CONOCOPHILLIPS (COP) - 0.92% | CENTENE CORP (CNC) - 0.47% |
| #19 | RTX CORP (RTX) - 0.84% | OMNICOM GROUP INC (OMC) - 0.47% |
| #20 | PFIZER INC (PFE) - 0.81% | TEXAS PACIFIC LAND CORP (TPL) - 0.47% |
| #21 | CAPITAL ONE FINANCIAL CORP (COF) - 0.35% | STERLING INFRASTRUCTURE INC (STRL) - 0.47% |
| #22 | DANAHER CORP (DHR) - 0.35% | XPO INC (XPO) - 0.46% |
| #23 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34% | FABRINET (FN) - 0.45% |
| #24 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.34% | NISOURCE INC (NI) - 0.44% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 0.33% | ALBEMARLE CORP (ALB) - 0.44% |
| Total Holdings | 1259 | 497 |
DFUV vs SCHM - Historical Returns
Returns include dividend reinvestment.
1M
DFUV
+5.35%
Winner
SCHM
+7.50%
3M
DFUV
+4.08%
Winner
SCHM
+6.58%
6M
DFUV
+16.82%
Winner
SCHM
+17.88%
1Y
Winner
DFUV
+29.78%
SCHM
+28.91%
5Y(CAGR)
Winner
DFUV
+13.85%
SCHM
+7.95%
10Y(CAGR)
DFUV
N/A
SCHM
+11.43%
Max(CAGR)
Winner
DFUV
+13.85%
SCHM
+11.36%
DFUV vs SCHM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | DFUV | SCHM |
|---|---|---|
| 2026 | +12.06% | +14.51% |
| 2025 | +15.99% | +10.33% |
| 2024 | +11.55% | +12.62% |
| 2023 | +13.68% | +17.39% |
| 2022 | +1.23% | -17.26% |
| 2021 | N/A | +21.32% |
| 2020 | N/A | +14.95% |
| 2019 | N/A | +27.82% |
| 2018 | N/A | -9.47% |
| 2017 | N/A | +18.99% |
| 2016 | N/A | +16.05% |
| 2015 | N/A | +0.01% |
| 2014 | N/A | +11.21% |
| 2013 | N/A | +32.95% |
| 2012 | N/A | +16.31% |
| 2011 | N/A | -2.92% |
DFUV vs SCHM Drawdown Comparison
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current SCHM drawdown is -0.43%.
| Rank | DFUV | SCHM |
|---|---|---|
| #1 | -17.59% Nov 25, 2024 - Aug 22, 2025 | -42.43% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -15.33% Jun 7, 2022 - Nov 23, 2022 | -26.46% Nov 16, 2021 - Mar 21, 2024 |
| #3 | -11.55% Jul 31, 2023 - Dec 13, 2023 | -26.37% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -10.97% Feb 2, 2023 - Jul 19, 2023 | -23.27% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -6.78% Jul 31, 2024 - Aug 30, 2024 | -22.73% Sep 14, 2018 - Jul 5, 2019 |
| #6 | -6.67% Nov 30, 2022 - Jan 26, 2023 | -19.98% Jun 23, 2015 - Jul 12, 2016 |
| #7 | -6.01% Feb 11, 2026 - Apr 17, 2026 | -12.09% Mar 19, 2012 - Sep 12, 2012 |
| #8 | -5.79% Mar 28, 2024 - Jul 16, 2024 | -10.78% Sep 2, 2014 - Nov 20, 2014 |
| #9 | -4.44% Nov 12, 2025 - Nov 28, 2025 | -9.61% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -4.18% May 17, 2022 - May 26, 2022 | -9.32% Feb 26, 2026 - Apr 14, 2026 |
| #11 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -8.18% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -3.33% Oct 6, 2025 - Oct 24, 2025 | -7.35% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -3.13% Dec 27, 2023 - Jan 29, 2024 | -7.34% May 21, 2013 - Jul 11, 2013 |
| #14 | -3.07% Oct 17, 2024 - Nov 6, 2024 | -7.19% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -2.57% Jul 16, 2024 - Jul 31, 2024 | -7.05% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between DFUV and SCHM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2011 - 2026)
DFUV vs SCHM dividend yield comparison.
| Year | DFUV | SCHM |
|---|---|---|
| 2026 | 0.33% | 0.22% |
| 2025 | 1.55% | 1.46% |
| 2024 | 1.64% | 1.43% |
| 2023 | 1.72% | 1.50% |
| 2022 | 1.34% | 1.67% |
| 2021 | 0.00% | 1.13% |
| 2020 | 0.00% | 1.31% |
| 2019 | 0.00% | 1.48% |
| 2018 | 0.00% | 1.56% |
| 2017 | 0.00% | 1.27% |
| 2016 | 0.00% | 1.51% |
| 2015 | 0.00% | 1.54% |
| 2014 | 0.00% | 1.48% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.19% |
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