DFUV vs SCHV
Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
DFUV vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFUV
$15B
Winner
SCHV
$16B
Expense Ratio
DFUV
0.21%
Winner
SCHV
0.04%
Max Drawdown
Winner
DFUV
18.26%
SCHV
37.08%
Sharpe Ratio
Winner
DFUV
2.22
SCHV
1.70
5Y Beta
DFUV
0.78
Winner
SCHV
0.71
P/E Ratio
Winner
DFUV
19.31
SCHV
23.08
Forward P/E
Winner
DFUV
14.94
SCHV
17.14
PEG Ratio
DFUV
N/A
SCHV
0.28
5Y Dividends CAGR
DFUV
N/A
SCHV
2.29%
5Y EPS CAGR
Winner
DFUV
15.38%
SCHV
12.29%
Debt to Equity
DFUV
N/A
SCHV
35.56%
P/S Ratio
Winner
DFUV
1.90
SCHV
2.17
P/B Ratio
Winner
DFUV
2.60
SCHV
3.44
DFUV vs SCHV - Holdings Comparison
DFUV and SCHV have 302 common holdings. Overlap is 39.50%
DFUV's top 25 holdings weight is 37.49%. SCHV's top 25 holdings weight is 33.10%.
| Rank | DFUV | SCHV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.53% | MICRON TECHNOLOGY INC (MU) - 3.17% |
| #2 | AMAZON.COM INC (AMZN) - 3.30% | JPMORGAN CHASE & CO (JPM) - 3.02% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89% |
| #4 | MICRON TECHNOLOGY INC (MU) - 3.05% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.81% | JOHNSON & JOHNSON (JNJ) - 1.94% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.63% | WALMART INC (WMT) - 1.57% |
| #7 | CHEVRON CORP (CVX) - 1.93% | CISCO SYSTEMS INC (CSCO) - 1.51% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.54% | INTEL CORP (INTC) - 1.47% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.35% | ABBVIE INC (ABBV) - 1.36% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.35% | APPLIED MATERIALS INC (AMAT) - 1.34% |
| #11 | INTEL CORP (INTC) - 1.30% | BANK OF AMERICA CORP (BAC) - 1.31% |
| #12 | LINDE PLC (LIN) - 1.17% | LAM RESEARCH CORP (LRCX) - 1.26% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 1.14% | CATERPILLAR INC (CAT) - 1.22% |
| #14 | RTX CORP (RTX) - 1.08% | CHEVRON CORP (CVX) - 1.14% |
| #15 | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% | THE HOME DEPOT INC (HD) - 1.06% |
| #16 | WELLS FARGO & CO (WFC) - 0.98% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #17 | AT&T INC (T) - 0.91% | COCA-COLA CO (KO) - 1.04% |
| #18 | CONOCOPHILLIPS (COP) - 0.84% | MERCK & CO INC (MRK) - 1.01% |
| #19 | MERCK & CO INC (MRK) - 0.82% | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% |
| #20 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.78% | RTX CORP (RTX) - 0.93% |
| #21 | CAPITAL ONE FINANCIAL CORP (COF) - 0.36% | STRYKER CORP (SYK) - 0.37% |
| #22 | DANAHER CORP (DHR) - 0.36% | LOWE'S COMPANIES INC (LOW) - 0.37% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.35% | CVS HEALTH CORP (CVS) - 0.37% |
| #24 | ALLSTATE CORP (ALL) - 0.35% | MEDTRONIC PLC (MDT) - 0.36% |
| #25 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34% | HOWMET AEROSPACE INC (HWM) - 0.35% |
| Total Holdings | 1288 | 515 |
DFUV vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUV
+4.13%
SCHV
+2.49%
3M
Winner
DFUV
+9.18%
SCHV
+6.36%
6M
Winner
DFUV
+14.08%
SCHV
+9.44%
1Y
Winner
DFUV
+34.08%
SCHV
+25.53%
5Y(CAGR)
Winner
DFUV
+15.32%
SCHV
+10.96%
10Y(CAGR)
DFUV
N/A
SCHV
+11.43%
Max(CAGR)
Winner
DFUV
+15.32%
SCHV
+11.72%
DFUV vs SCHV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DFUV | SCHV |
|---|---|---|
| 2026 | +22.74% | +17.93% |
| 2025 | +15.99% | +16.38% |
| 2024 | +11.55% | +13.78% |
| 2023 | +13.68% | +9.05% |
| 2022 | +1.23% | -7.86% |
| 2021 | N/A | +27.33% |
| 2020 | N/A | +2.13% |
| 2019 | N/A | +25.73% |
| 2018 | N/A | -7.73% |
| 2017 | N/A | +15.74% |
| 2016 | N/A | +18.03% |
| 2015 | N/A | -1.24% |
| 2014 | N/A | +12.00% |
| 2013 | N/A | +27.74% |
| 2012 | N/A | +13.58% |
| 2011 | N/A | +2.37% |
| 2010 | N/A | +13.12% |
| 2009 | N/A | -0.36% |
DFUV vs SCHV Drawdown Comparison
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current DFUV drawdown is -0.43%. The current SCHV drawdown is -1.22%.
| Rank | DFUV | SCHV |
|---|---|---|
| #1 | -17.59% Nov 25, 2024 - Aug 22, 2025 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -15.33% Jun 7, 2022 - Nov 23, 2022 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -11.55% Jul 31, 2023 - Dec 13, 2023 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -10.97% Feb 2, 2023 - Jul 19, 2023 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -6.78% Jul 31, 2024 - Aug 30, 2024 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -6.67% Nov 30, 2022 - Jan 26, 2023 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -6.01% Feb 11, 2026 - Apr 17, 2026 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -5.79% Mar 28, 2024 - Jul 16, 2024 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -4.44% Nov 12, 2025 - Nov 28, 2025 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -4.18% May 17, 2022 - May 26, 2022 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -3.33% Oct 6, 2025 - Oct 24, 2025 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -3.13% Dec 27, 2023 - Jan 29, 2024 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -3.07% Oct 17, 2024 - Nov 6, 2024 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -2.57% Jul 16, 2024 - Jul 31, 2024 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between DFUV and SCHV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2009 - 2026)
DFUV vs SCHV dividend yield comparison.
| Year | DFUV | SCHV |
|---|---|---|
| 2026 | 0.63% | 0.85% |
| 2025 | 1.55% | 2.02% |
| 2024 | 1.64% | 2.25% |
| 2023 | 1.72% | 2.42% |
| 2022 | 1.34% | 2.37% |
| 2021 | 0.00% | 1.93% |
| 2020 | 0.00% | 3.03% |
| 2019 | 0.00% | 3.02% |
| 2018 | 0.00% | 3.05% |
| 2017 | 0.00% | 2.37% |
| 2016 | 0.00% | 2.65% |
| 2015 | 0.00% | 2.69% |
| 2014 | 0.00% | 2.38% |
| 2013 | 0.00% | 2.18% |
| 2012 | 0.00% | 2.92% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 2.30% |
| 2009 | 0.00% | 0.16% |
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