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
Key Characteristics
Financial metrics and valuation ratios
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
2.05
Winner
DFUV
2.20
5Y Beta
Winner
SCHV
0.70
DFUV
0.79
P/E Ratio
SCHV
24.01
Winner
DFUV
19.32
Forward P/E
SCHV
17.63
Winner
DFUV
14.67
PEG Ratio
SCHV
0.22
DFUV
N/A
5Y Dividends CAGR
SCHV
1.19%
DFUV
N/A
5Y EPS CAGR
SCHV
12.07%
Winner
DFUV
13.20%
Debt to Equity
Winner
SCHV
32.31%
DFUV
39.32%
P/S Ratio
SCHV
2.38
Winner
DFUV
1.76
P/B Ratio
SCHV
3.55
Winner
DFUV
2.56
SCHV vs DFUV - Holdings Comparison
SCHV and DFUV have 341 common holdings. Overlap is 52.92%
SCHV's top 25 holdings weight is 35.73%. DFUV's top 25 holdings weight is 40.26%.
| Rank | SCHV | DFUV |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.78% | MICRON TECHNOLOGY INC (MU) - 4.48% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.80% | JPMORGAN CHASE & CO (JPM) - 4.13% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.59% | EXXON MOBIL CORP (XOM) - 3.46% |
| #4 | EXXON MOBIL CORP (XOM) - 2.03% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.66% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.75% | JOHNSON & JOHNSON (JNJ) - 2.47% |
| #6 | INTEL CORP (INTC) - 1.67% | AMAZON.COM INC (AMZN) - 2.32% |
| #7 | WALMART INC (WMT) - 1.63% | CHEVRON CORP (CVX) - 2.01% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.56% | CISCO SYSTEMS INC (CSCO) - 1.99% |
| #9 | ORACLE CORP (ORCL) - 1.37% | INTEL CORP (INTC) - 1.62% |
| #10 | CATERPILLAR INC (CAT) - 1.31% | ADVANCED MICRO DEVICES INC (AMD) - 1.50% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.29% | UNITEDHEALTH GROUP INC (UNH) - 1.40% |
| #12 | ABBVIE INC (ABBV) - 1.22% | LINDE PLC (LIN) - 1.21% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.18% | VERIZON COMMUNICATIONS INC (VZ) - 1.13% |
| #14 | CHEVRON CORP (CVX) - 1.13% | AT&T INC (T) - 1.05% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.11% | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.06% | BANK OF AMERICA CORP (BAC) - 1.02% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% | WELLS FARGO & CO (WFC) - 0.85% |
| #18 | THE HOME DEPOT INC (HD) - 1.00% | CONOCOPHILLIPS (COP) - 0.85% |
| #19 | COCA-COLA CO (KO) - 0.99% | RTX CORP (RTX) - 0.83% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% | DEERE & CO (DE) - 0.78% |
| #21 | MERCK & CO INC (MRK) - 0.93% | PFIZER INC (PFE) - 0.77% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.87% | NEWMONT CORP (NEM) - 0.72% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | THE WALT DISNEY CO (DIS) - 0.66% |
| #24 | MORGAN STANLEY (MS) - 0.82% | ANALOG DEVICES INC (ADI) - 0.66% |
| #25 | QUALCOMM INC (QCOM) - 0.79% | CITIGROUP INC (C) - 0.65% |
| Total Holdings | 560 | 1282 |
SCHV vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+5.03%
DFUV
+4.37%
3M
SCHV
+13.02%
Winner
DFUV
+14.63%
6M
SCHV
+16.75%
Winner
DFUV
+18.03%
1Y
SCHV
+28.79%
Winner
DFUV
+34.04%
5Y(CAGR)
SCHV
+10.79%
Winner
DFUV
+14.72%
10Y(CAGR)
SCHV
+11.74%
DFUV
N/A
Max(CAGR)
SCHV
+11.74%
Winner
DFUV
+14.72%
SCHV vs DFUV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | DFUV |
|---|---|---|
| 2026 | +15.82% | +16.91% |
| 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.
| 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 | 0.41% | 0.32% |
| 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% |
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