ETF comparison
DFSV vs SCHD
US Small Cap vs Dividend.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · Schwab U.S. Dividend Equity ETF
Holdings overlap
32 positions appear in both funds. Buying equal dollars of DFSV and SCHD would leave roughly 2.3% 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
SCHD is 25 bps cheaper than DFSV. On a $100,000 position that's about $250/yr more in fees for DFSV.
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 DFSV vs SCHD.
Top shared holdings
32 shared in total| # | Holding | In DFSV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | APA CORPORATION | 0.66% | 0.33% | 0.33% |
| 2 | SKYWORKS SOLUTIONS, INC. | 0.48% | 0.29% | 0.29% |
| 3 | HF SINCLAIR CORPORATION | 0.75% | 0.28% | 0.28% |
| 4 | COLUMBIA BANKING SYSTEM, INC. | 0.59% | 0.22% | 0.22% |
| 5 | MACY'S, INC. | 0.44% | 0.15% | 0.15% |
| 6 | BANK OZK | 0.38% | 0.13% | 0.13% |
| 7 | MURPHY OIL CORPORATION | 0.38% | 0.12% | 0.12% |
| 8 | KORN FERRY | 0.27% | 0.09% | 0.09% |
| 9 | PENSKE AUTOMOTIVE GROUP, INC. | 0.28% | 0.08% | 0.08% |
| 10 | CVB FINANCIAL CORP. | 0.23% | 0.07% | 0.07% |
| 11 | NEXSTAR MEDIA GROUP, INC. | 0.06% | 0.13% | 0.06% |
| 12 | BANNER CORPORATION | 0.17% | 0.06% | 0.06% |
Only in DFSV
962 total- INVESCO LTD 0.76%
- BORGWARNER INC. 0.75%
- KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 0.70%
- OVINTIV INC. 0.70%
- ARROW ELECTRONICS, INC. 0.69%
- ELANCO ANIMAL HEALTH INCORPORATED 0.64%
- WESCO INTERNATIONAL, INC. 0.62%
- ZIONS BANCORPORATION, NATIONAL ASSOCIATION 0.61%
- SOUTHSTATE BANK CORPORATION 0.61%
- LITHIA MOTORS, INC. 0.59%
Only in SCHD
67 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with DFSV
- DFSV vs DGRO · iShares Core Dividend Growth ETF 2.0%
- DFSV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.4%
- DFSV vs VOO · Vanguard S&P 500 ETF 0.4%
- DFSV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 0.3%
- DFSV vs IVV · iShares Core S&P 500 ETF 0.3%
- DFSV vs SPY · State Street SPDR S&P 500 ETF Trust 0.3%
More comparisons with SCHD
- SCHD vs JGRO · JPMorgan Active Growth ETF 2.2%
- SCHD vs SCHA · Schwab U.S. Small-Cap ETF 2.1%
- SCHD vs CGGR · Capital Group Growth ETF 1.9%
- SCHD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7%
- SCHD vs FNDA · Schwab Fundamental U.S. Small Company ETF 1.6%
- SCHD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.6%
Percentages are holdings overlap with the named fund.
Open DFSV or SCHD 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.