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ETF comparison

DFUS vs SCHD

US Total Market vs Dividend.

Dimensional U.S. Equity Market ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.6 %

96 positions appear in both funds. Buying equal dollars of DFUS and SCHD would leave roughly 7.6% of each dollar exposed to the same underlying securities.

DFUS unmatched 92.2% Shared 7.6% SCHD unmatched 92.1%

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.

In DFUS only
2,138 positions
Shared
96 positions
In SCHD only
3 positions

Side by side

DFUS

Dimensional U.S. Equity Market ETF

Dimensional · US Total Market

89 composite / 100
Expense ratio
0.090%
Net assets
$21.30B
TTM yield
0.87%
Top-10 conc.
34.6%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

91
Cost
94
89
Tax efficiency
75
100
Liquidity
100
65
Concentration
52
—
Tracking quality
—
DFUS sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHD is 3 bps cheaper than DFUS. On a $100,000 position that's about $30/yr more in fees for DFUS.

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 DFUS vs SCHD.

Top shared holdings

96 shared in total
# Holding In DFUS In SCHD Overlap
1 UNITEDHEALTH GROUP INCORPORATED 0.55% 5.09% 0.55%
2 CHEVRON CORPORATION 0.53% 3.83% 0.53%
3 THE COCA-COLA COMPANY 0.50% 3.96% 0.50%
4 THE PROCTER & GAMBLE COMPANY 0.49% 3.55% 0.49%
5 THE HOME DEPOT, INC. 0.48% 3.36% 0.48%
6 MERCK & CO., INC. 0.47% 3.86% 0.47%
7 TEXAS INSTRUMENTS INCORPORATED 0.36% 5.90% 0.36%
8 AMGEN INC. 0.30% 3.47% 0.30%
9 VERIZON COMMUNICATIONS INC. 0.29% 3.65% 0.29%
10 Pepsico, Inc. 0.28% 3.44% 0.28%
11 ABBOTT LABORATORIES 0.23% 2.96% 0.23%
12 QUALCOMM INCORPORATED 0.23% 6.74% 0.23%

Only in DFUS

2,138 total
  • NVIDIA CORPORATION 6.75%
  • APPLE INC. 6.45%
  • MICROSOFT CORPORATION 4.99%
  • AMAZON.COM, INC. 3.83%
  • ALPHABET INC. 3.00%
  • BROADCOM INC. 2.63%
  • ALPHABET INC. 2.48%
  • META PLATFORMS, INC. 1.77%
  • BERKSHIRE HATHAWAY INC. 1.38%
  • JPMORGAN CHASE & CO. 1.37%

Only in SCHD

3 total
  • Flowers Foods Inc 0.04%
  • Insperity Inc 0.03%
  • CNA Financial Corp 0.02%

Percentages are holdings overlap with the named fund.

Open DFUS 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.