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
$15B
DFUV
$15B
Expense Ratio
Winner
SCHM
0.03%
DFUV
0.21%
Max Drawdown
SCHM
42.43%
Winner
DFUV
18.26%
Sharpe Ratio
SCHM
1.19
Winner
DFUV
2.02
5Y Beta
SCHM
1.01
Winner
DFUV
0.79
P/E Ratio
SCHM
35.91
Winner
DFUV
20.50
Forward P/E
SCHM
17.50
Winner
DFUV
13.93
5Y Dividends CAGR
SCHM
10.90%
DFUV
N/A
5Y EPS CAGR
SCHM
11.40%
Winner
DFUV
14.92%
Debt to Equity
SCHM
25.66%
DFUV
N/A
P/S Ratio
Winner
SCHM
1.76
DFUV
1.90
P/B Ratio
SCHM
2.98
Winner
DFUV
2.60
SCHM vs DFUV - Holdings Comparison
SCHM and DFUV have 309 common holdings. Overlap is 13.83%
SCHM's top 25 holdings weight is 19.37%. DFUV's top 25 holdings weight is 38.59%.
| Rank | SCHM | DFUV |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.43% | MICRON TECHNOLOGY INC (MU) - 5.32% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 1.16% | JPMORGAN CHASE & CO (JPM) - 4.37% |
| #3 | CIENA CORP (CIEN) - 1.10% | EXXON MOBIL CORP (XOM) - 3.06% |
| #4 | COHERENT CORP (COHR) - 1.09% | JOHNSON & JOHNSON (JNJ) - 2.77% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #6 | FLEX LTD (FLEX) - 0.88% | AMAZON.COM INC (AMZN) - 2.51% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% | CHEVRON CORP (CVX) - 1.83% |
| #8 | TWILIO INC CLASS A (TWLO) - 0.60% | INTEL CORP (INTC) - 1.72% |
| #9 | STEEL DYNAMICS INC (STLD) - 0.59% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #10 | CENTENE CORP (CNC) - 0.58% | UNITEDHEALTH GROUP INC (UNH) - 1.37% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 0.55% | LINDE PLC (LIN) - 1.19% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.53% | VERIZON COMMUNICATIONS INC (VZ) - 1.18% |
| #13 | TAPESTRY INC (TPR) - 0.53% | THE GOLDMAN SACHS GROUP INC (GS) - 1.16% |
| #14 | TECHNIPFMC PLC (n/a) - 0.53% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | WELLS FARGO & CO (WFC) - 0.92% |
| #16 | ATI INC (ATI) - 0.49% | AT&T INC (T) - 0.91% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | OKTA INC CLASS A (OKTA) - 0.47% | RTX CORP (RTX) - 0.84% |
| #19 | XPO INC (XPO) - 0.45% | MERCK & CO INC (MRK) - 0.79% |
| #20 | MODERNA INC (MRNA) - 0.45% | PFIZER INC (PFE) - 0.76% |
| #21 | WOODWARD INC (WWD) - 0.44% | META PLATFORMS INC CLASS A (META) - 0.34% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.44% | NORFOLK SOUTHERN CORP (NSC) - 0.34% |
| #23 | MKS INC (MKSI) - 0.44% | CAPITAL ONE FINANCIAL CORP (COF) - 0.34% |
| #24 | F5 INC (FFIV) - 0.44% | DELTA AIR LINES INC (DAL) - 0.33% |
| #25 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.43% | DANAHER CORP (DHR) - 0.33% |
| Total Holdings | 498 | 1264 |
SCHM vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
-2.49%
Winner
DFUV
+0.43%
3M
SCHM
+5.30%
Winner
DFUV
+8.76%
6M
SCHM
+10.07%
Winner
DFUV
+13.72%
1Y
SCHM
+25.52%
Winner
DFUV
+31.72%
5Y(CAGR)
SCHM
+8.08%
Winner
DFUV
+14.54%
10Y(CAGR)
SCHM
+10.99%
DFUV
N/A
Max(CAGR)
SCHM
+11.34%
Winner
DFUV
+14.54%
SCHM vs DFUV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | DFUV |
|---|---|---|
| 2026 | +16.60% | +17.87% |
| 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 -4.12%. The current DFUV drawdown is -0.31%.
| 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 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2011 - 2026)
SCHM vs DFUV dividend yield comparison.
| Year | SCHM | DFUV |
|---|---|---|
| 2026 | 0.52% | 0.66% |
| 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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