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