ETF comparison
DFAT vs SCHA
Both US Small Cap.
U.S. Targeted Value Portfolio-ETF Class Shares · Schwab U.S. Small-Cap ETF
Holdings overlap
739 positions appear in both funds. Buying equal dollars of DFAT and SCHA would leave roughly 31.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHA is 26 bps cheaper than DFAT. On a $100,000 position that's about $260/yr more in fees for DFAT.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DFAT vs SCHA.
Top shared holdings
739 shared in total| # | Holding | In DFAT | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Pinnacle Financial Partners, Inc. | 0.41% | 0.31% | 0.31% |
| 2 | VIASAT, INC. | 0.33% | 0.23% | 0.23% |
| 3 | WINTRUST FINANCIAL CORPORATION | 0.31% | 0.21% | 0.21% |
| 4 | RYDER SYSTEM, INC. | 0.27% | 0.21% | 0.21% |
| 5 | Popular, Inc. | 0.48% | 0.21% | 0.21% |
| 6 | SOUTHSTATE BANK CORPORATION | 0.43% | 0.20% | 0.20% |
| 7 | UMB FINANCIAL CORPORATION | 0.33% | 0.20% | 0.20% |
| 8 | DARLING INGREDIENTS INC. | 0.39% | 0.20% | 0.20% |
| 9 | COLUMBIA BANKING SYSTEM, INC. | 0.32% | 0.18% | 0.18% |
| 10 | COMMERCIAL METALS COMPANY | 0.38% | 0.18% | 0.18% |
| 11 | ENERSYS | 0.21% | 0.18% | 0.18% |
| 12 | OLD NATIONAL BANCORP | 0.36% | 0.18% | 0.18% |
Only in DFAT
464 total- PERMIAN RESOURCES CORPORATION 0.80%
- OVINTIV INC. 0.79%
- HF SINCLAIR CORPORATION 0.73%
- BALL CORPORATION 0.69%
- PERFORMANCE FOOD GROUP COMPANY 0.65%
- APA CORPORATION 0.63%
- TOLL BROTHERS, INC. 0.63%
- CNH Industrial N.V. 0.63%
- BORGWARNER INC. 0.62%
- THE J. M. SMUCKER COMPANY 0.61%
Only in SCHA
966 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- Nextpower Inc 0.49%
- MKS Inc 0.46%
- EchoStar Corp 0.37%
- Guardant Health Inc 0.35%
Related comparisons
More comparisons with DFAT
- DFAT vs IJR · iShares Core S&P Small-Cap ETF 31.0%
- DFAT vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 31.0%
- DFAT vs FNDA · Schwab Fundamental U.S. Small Company ETF 30.8%
- DFAT vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 30.5%
- DFAT vs VB · Vanguard Morningstar Small-Cap ETF 29.9%
- DFAT vs IJH · iShares Core S&P Mid-Cap ETF 28.6%
More comparisons with SCHA
- SCHA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 26.2%
- SCHA vs IJS · iShares S&P Small-Cap 600 Value ETF 23.3%
- SCHA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 23.2%
- SCHA vs AVUV · Avantis US Small Cap Value ETF 22.7%
- SCHA vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 22.7%
- SCHA vs IJT · iShares S&P Small-Cap 600 Growth ETF 21.5%
Percentages are holdings overlap with the named fund.
Open DFAT or SCHA at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.