SCHI vs DFAU

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

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

SCHI vs DFAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SCHI

$10B

DFAU

$10B

Expense Ratio

Winner

SCHI

0.03%

DFAU

0.12%

Max Drawdown

Winner

SCHI

23.65%

DFAU

24.34%

Sharpe Ratio

SCHI

0.76

Winner

DFAU

2.05

5Y Beta

Winner

SCHI

0.08

DFAU

0.98

P/E Ratio

SCHI

N/A

DFAU

26.60

Forward P/E

SCHI

N/A

DFAU

19.31

5Y Dividends CAGR

SCHI

16.70%

Winner

DFAU

45.93%

5Y EPS CAGR

SCHI

N/A

DFAU

23.67%

P/S Ratio

SCHI

N/A

DFAU

2.79

P/B Ratio

SCHI

N/A

DFAU

4.44

SCHI vs DFAU - Historical Returns

Returns include dividend reinvestment.

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

SCHI

+0.15%

Winner

DFAU

+8.30%

SCHI

-0.08%

Winner

DFAU

+5.70%

SCHI

+1.28%

Winner

DFAU

+10.95%

SCHI

+7.51%

Winner

DFAU

+32.20%

5Y(CAGR)

SCHI

+1.39%

Winner

DFAU

+12.49%

Max(CAGR)

SCHI

+2.25%

Winner

DFAU

+15.40%

SCHI vs DFAU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

SCHI vs DFAU Drawdown Comparison

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

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

The current SCHI drawdown is -1.07%.

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