SCHV vs DFAS
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF).
5-Year PerformanceSCHV has outperformed DFAS, delivering a return of +11.0% compared to +9.4%
SCHV vs DFAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
DFAS
$15B
Expense Ratio
Winner
SCHV
0.04%
DFAS
0.26%
Max Drawdown
SCHV
37.08%
Winner
DFAS
27.31%
Sharpe Ratio
Winner
SCHV
1.70
DFAS
1.31
5Y Beta
Winner
SCHV
0.71
DFAS
1.00
P/E Ratio
Winner
SCHV
23.08
DFAS
76.09
Forward P/E
SCHV
17.14
Winner
DFAS
14.53
PEG Ratio
SCHV
0.28
DFAS
N/A
5Y Dividends CAGR
SCHV
2.29%
Winner
DFAS
65.06%
5Y EPS CAGR
Winner
SCHV
12.29%
DFAS
7.89%
Debt to Equity
Winner
SCHV
35.56%
DFAS
38.49%
P/S Ratio
SCHV
2.17
Winner
DFAS
1.13
P/B Ratio
SCHV
3.44
Winner
DFAS
2.06
SCHV vs DFAS - Holdings Comparison
SCHV and DFAS have 110 common holdings. Overlap is 3.38%
SCHV's top 25 holdings weight is 33.10%. DFAS's top 25 holdings weight is 5.78%.
| Rank | SCHV | DFAS |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.17% | SPROUTS FARMERS MARKET INC (SFM) - 0.46% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.02% | FABRINET (FN) - 0.29% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89% | CARPENTER TECHNOLOGY CORP (CRS) - 0.28% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.25% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.94% | RANGE RESOURCES CORP (RRC) - 0.24% |
| #6 | WALMART INC (WMT) - 1.57% | SOUTHSTATE CORP (SSB) - 0.24% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.51% | WINTRUST FINANCIAL CORP (WTFC) - 0.24% |
| #8 | INTEL CORP (INTC) - 1.47% | HASBRO INC (HAS) - 0.23% |
| #9 | ABBVIE INC (ABBV) - 1.36% | ENSIGN GROUP INC (ENSG) - 0.23% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.34% | MUELLER INDUSTRIES INC (MLI) - 0.23% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.31% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.23% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.26% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.23% |
| #13 | CATERPILLAR INC (CAT) - 1.22% | INGREDION INC (INGR) - 0.22% |
| #14 | CHEVRON CORP (CVX) - 1.14% | UMB FINANCIAL CORP (UMBF) - 0.22% |
| #15 | THE HOME DEPOT INC (HD) - 1.06% | HENRY SCHEIN INC (HSIC) - 0.22% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.04% | CRANE CO (CR) - 0.22% |
| #17 | COCA-COLA CO (KO) - 1.04% | WESCO INTERNATIONAL INC (WCC) - 0.22% |
| #18 | MERCK & CO INC (MRK) - 1.01% | ANTERO MIDSTREAM CORP (AM) - 0.21% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% | ACUITY INC (AYI) - 0.21% |
| #20 | RTX CORP (RTX) - 0.93% | EVERCORE INC CLASS A (EVR) - 0.21% |
| #21 | STRYKER CORP (SYK) - 0.37% | JACKSON FINANCIAL INC (JXN) - 0.18% |
| #22 | LOWE'S COMPANIES INC (LOW) - 0.37% | CACI INTERNATIONAL INC CLASS A (CACI) - 0.18% |
| #23 | CVS HEALTH CORP (CVS) - 0.37% | COMMVAULT SYSTEMS INC (CVLT) - 0.18% |
| #24 | MEDTRONIC PLC (MDT) - 0.36% | RLI CORP (RLI) - 0.18% |
| #25 | HOWMET AEROSPACE INC (HWM) - 0.35% | CORCEPT THERAPEUTICS INC (CORT) - 0.18% |
| Total Holdings | 515 | 1963 |
SCHV vs DFAS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+2.49%
DFAS
+2.12%
3M
SCHV
+6.36%
Winner
DFAS
+8.33%
6M
SCHV
+9.44%
Winner
DFAS
+9.63%
1Y
SCHV
+25.53%
Winner
DFAS
+26.78%
5Y(CAGR)
Winner
SCHV
+10.96%
DFAS
+9.43%
10Y(CAGR)
SCHV
+11.43%
DFAS
N/A
Max(CAGR)
Winner
SCHV
+11.72%
DFAS
+8.44%
SCHV vs DFAS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | DFAS |
|---|---|---|
| 2026 | +17.93% | +18.57% |
| 2025 | +16.38% | +8.32% |
| 2024 | +13.78% | +10.86% |
| 2023 | +9.05% | +18.17% |
| 2022 | -7.86% | -14.54% |
| 2021 | +27.33% | +4.98% |
| 2020 | +2.13% | N/A |
| 2019 | +25.73% | N/A |
| 2018 | -7.73% | N/A |
| 2017 | +15.74% | N/A |
| 2016 | +18.03% | N/A |
| 2015 | -1.24% | N/A |
| 2014 | +12.00% | N/A |
| 2013 | +27.74% | N/A |
| 2012 | +13.58% | N/A |
| 2011 | +2.37% | N/A |
| 2010 | +13.12% | N/A |
| 2009 | -0.36% | N/A |
SCHV vs DFAS Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.
The current SCHV drawdown is -1.22%. The current DFAS drawdown is -1.73%.
| Rank | SCHV | DFAS |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -26.13% Nov 25, 2024 - Dec 4, 2025 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -25.02% Nov 8, 2021 - Mar 21, 2024 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -9.36% Feb 10, 2026 - Apr 17, 2026 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -9.31% Jul 31, 2024 - Oct 14, 2024 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -7.89% Mar 28, 2024 - May 15, 2024 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -7.10% Jun 15, 2021 - Aug 11, 2021 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -5.29% May 15, 2024 - Jul 12, 2024 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -5.03% Sep 2, 2021 - Oct 18, 2021 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -4.70% Aug 11, 2021 - Aug 27, 2021 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -4.27% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -4.21% May 6, 2026 - May 26, 2026 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -3.63% Oct 16, 2024 - Nov 6, 2024 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -3.34% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -3.17% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -2.92% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between SCHV and DFAS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
SCHV vs DFAS dividend yield comparison.
| Year | SCHV | DFAS |
|---|---|---|
| 2026 | 0.85% | 0.49% |
| 2025 | 2.02% | 0.99% |
| 2024 | 2.25% | 0.93% |
| 2023 | 2.42% | 1.00% |
| 2022 | 2.37% | 1.03% |
| 2021 | 1.93% | 2.87% |
| 2020 | 3.03% | 0.00% |
| 2019 | 3.02% | 0.00% |
| 2018 | 3.05% | 0.00% |
| 2017 | 2.37% | 0.00% |
| 2016 | 2.65% | 0.00% |
| 2015 | 2.69% | 0.00% |
| 2014 | 2.38% | 0.00% |
| 2013 | 2.18% | 0.00% |
| 2012 | 2.92% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 2.30% | 0.00% |
| 2009 | 0.16% | 0.00% |
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