SCHV vs DFUV

Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).

SCHV vs DFUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHV(ETF)	DFUV(ETF)
Net Assets	$16B	$15B
Expense Ratio	0.04%	0.21%
Max Drawdown	37.08%	18.26%
Sharpe Ratio	1.70	2.22
5Y Beta	0.71	0.78
P/E Ratio	23.08	19.31
Forward P/E	17.14	14.94
PEG Ratio	0.28	N/A
5Y Dividends CAGR	2.29%	N/A
5Y EPS CAGR	12.29%	15.38%
Debt to Equity	35.56%	N/A
P/S Ratio	2.17	1.90
P/B Ratio	3.44	2.60

Net Assets

Winner

SCHV

$16B

DFUV

$15B

Expense Ratio

Winner

SCHV

0.04%

DFUV

0.21%

Max Drawdown

SCHV

37.08%

Winner

DFUV

18.26%

Sharpe Ratio

SCHV

1.70

Winner

DFUV

2.22

5Y Beta

Winner

SCHV

0.71

DFUV

0.78

P/E Ratio

SCHV

23.08

Winner

DFUV

19.31

Forward P/E

SCHV

17.14

Winner

DFUV

14.94

PEG Ratio

SCHV

0.28

DFUV

N/A

5Y Dividends CAGR

SCHV

2.29%

DFUV

N/A

5Y EPS CAGR

SCHV

12.29%

Winner

DFUV

15.38%

Debt to Equity

SCHV

35.56%

DFUV

N/A

P/S Ratio

SCHV

2.17

Winner

DFUV

1.90

P/B Ratio

SCHV

3.44

Winner

DFUV

2.60

SCHV vs DFUV - Holdings Comparison

SCHV and DFUV have 302 common holdings. Overlap is 39.50%

SCHV's top 25 holdings weight is 33.10%. DFUV's top 25 holdings weight is 37.49%.

Rank	SCHV	DFUV
#1	MICRON TECHNOLOGY INC (MU) - 3.17%	JPMORGAN CHASE & CO (JPM) - 4.53%
#2	JPMORGAN CHASE & CO (JPM) - 3.02%	AMAZON.COM INC (AMZN) - 3.30%
#3	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89%	EXXONMOBIL HOLDINGS CORP (XOM) - 3.20%
#4	EXXONMOBIL HOLDINGS CORP (XOM) - 2.05%	MICRON TECHNOLOGY INC (MU) - 3.05%
#5	JOHNSON & JOHNSON (JNJ) - 1.94%	JOHNSON & JOHNSON (JNJ) - 2.81%
#6	WALMART INC (WMT) - 1.57%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.63%
#7	CISCO SYSTEMS INC (CSCO) - 1.51%	CHEVRON CORP (CVX) - 1.93%
#8	INTEL CORP (INTC) - 1.47%	CISCO SYSTEMS INC (CSCO) - 1.54%
#9	ABBVIE INC (ABBV) - 1.36%	UNITEDHEALTH GROUP INC (UNH) - 1.35%
#10	APPLIED MATERIALS INC (AMAT) - 1.34%	BANK OF AMERICA CORP (BAC) - 1.35%
#11	BANK OF AMERICA CORP (BAC) - 1.31%	INTEL CORP (INTC) - 1.30%
#12	LAM RESEARCH CORP (LRCX) - 1.26%	LINDE PLC (LIN) - 1.17%
#13	CATERPILLAR INC (CAT) - 1.22%	VERIZON COMMUNICATIONS INC (VZ) - 1.14%
#14	CHEVRON CORP (CVX) - 1.14%	RTX CORP (RTX) - 1.08%
#15	THE HOME DEPOT INC (HD) - 1.06%	THE GOLDMAN SACHS GROUP INC (GS) - 1.02%
#16	PROCTER & GAMBLE CO (PG) - 1.04%	WELLS FARGO & CO (WFC) - 0.98%
#17	COCA-COLA CO (KO) - 1.04%	AT&T INC (T) - 0.91%
#18	MERCK & CO INC (MRK) - 1.01%	CONOCOPHILLIPS (COP) - 0.84%
#19	THE GOLDMAN SACHS GROUP INC (GS) - 0.95%	MERCK & CO INC (MRK) - 0.82%
#20	RTX CORP (RTX) - 0.93%	THERMO FISHER SCIENTIFIC INC (TMO) - 0.78%
#21	STRYKER CORP (SYK) - 0.37%	CAPITAL ONE FINANCIAL CORP (COF) - 0.36%
#22	LOWE'S COMPANIES INC (LOW) - 0.37%	DANAHER CORP (DHR) - 0.36%
#23	CVS HEALTH CORP (CVS) - 0.37%	PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.35%
#24	MEDTRONIC PLC (MDT) - 0.36%	ALLSTATE CORP (ALL) - 0.35%
#25	HOWMET AEROSPACE INC (HWM) - 0.35%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34%
Total Holdings	515	1288

SCHV vs DFUV - Historical Returns

Returns include dividend reinvestment.

Period	SCHV	DFUV
1 month	+2.49%	+4.13%
3 months	+6.36%	+9.18%
6 months	+9.44%	+14.08%
1 year	+25.53%	+34.08%
5 years(CAGR)	+10.96%	+15.32%
10 years(CAGR)	+11.43%	N/A
Max(CAGR)	+11.72%	+15.32%

SCHV

+2.49%

Winner

DFUV

+4.13%

SCHV

+6.36%

Winner

DFUV

+9.18%

SCHV

+9.44%

Winner

DFUV

+14.08%

SCHV

+25.53%

Winner

DFUV

+34.08%

5Y(CAGR)

SCHV

+10.96%

Winner

DFUV

+15.32%

10Y(CAGR)

SCHV

+11.43%

DFUV

N/A

Max(CAGR)

SCHV

+11.72%

Winner

DFUV

+15.32%

SCHV vs DFUV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHV	DFUV
2026	+17.93%	+22.74%
2025	+16.38%	+15.99%
2024	+13.78%	+11.55%
2023	+9.05%	+13.68%
2022	-7.86%	+1.23%
2021	+27.33%	N/A
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 DFUV Drawdown Comparison

The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current SCHV drawdown is -1.22%. The current DFUV drawdown is -0.43%.

Rank	SCHV	DFUV
#1	-37.08% Jan 17, 2020 - Dec 4, 2020	-17.59% Nov 25, 2024 - Aug 22, 2025
#2	-19.77% Jan 4, 2022 - Jan 29, 2024	-15.33% Jun 7, 2022 - Nov 23, 2022
#3	-18.42% Apr 29, 2011 - Feb 16, 2012	-11.55% Jul 31, 2023 - Dec 13, 2023
#4	-17.71% Sep 21, 2018 - Apr 16, 2019	-10.97% Feb 2, 2023 - Jul 19, 2023
#5	-15.26% Nov 29, 2024 - Jun 30, 2025	-6.78% Jul 31, 2024 - Aug 30, 2024
#6	-14.49% Apr 23, 2010 - Nov 4, 2010	-6.67% Nov 30, 2022 - Jan 26, 2023
#7	-13.00% May 21, 2015 - Apr 13, 2016	-6.01% Feb 11, 2026 - Apr 17, 2026
#8	-10.60% Jan 26, 2018 - Sep 20, 2018	-5.79% Mar 28, 2024 - Jul 16, 2024
#9	-9.13% Apr 2, 2012 - Aug 6, 2012	-4.44% Nov 12, 2025 - Nov 28, 2025
#10	-7.62% Jan 19, 2010 - Mar 11, 2010	-4.18% May 17, 2022 - May 26, 2022
#11	-7.34% Sep 19, 2014 - Nov 5, 2014	-4.06% Aug 30, 2024 - Sep 19, 2024
#12	-7.16% Oct 18, 2012 - Jan 2, 2013	-3.33% Oct 6, 2025 - Oct 24, 2025
#13	-6.83% Feb 26, 2026 - Apr 23, 2026	-3.13% Dec 27, 2023 - Jan 29, 2024
#14	-6.58% Apr 30, 2019 - Jun 20, 2019	-3.07% Oct 17, 2024 - Nov 6, 2024
#15	-6.54% Jul 26, 2019 - Sep 12, 2019	-2.57% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between SCHV and DFUV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2009 - 2026)

SCHV vs DFUV dividend yield comparison.

Year	SCHV	DFUV
2026	0.85%	0.63%
2025	2.02%	1.55%
2024	2.25%	1.64%
2023	2.42%	1.72%
2022	2.37%	1.34%
2021	1.93%	0.00%
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%