ETF comparison
DFUV vs SCHD
US Value vs Dividend.
Dimensional US Marketwide Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
67 positions appear in both funds. Buying equal dollars of DFUV and SCHD would leave roughly 13.3% 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 15 bps cheaper than DFUV. On a $100,000 position that's about $150/yr more in fees for DFUV.
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 DFUV vs SCHD.
Top shared holdings
67 shared in total| # | Holding | In DFUV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORPORATION | 2.00% | 3.83% | 2.00% |
| 2 | UNITEDHEALTH GROUP INCORPORATED | 1.42% | 5.09% | 1.42% |
| 3 | VERIZON COMMUNICATIONS INC. | 1.17% | 3.65% | 1.17% |
| 4 | MERCK & CO., INC. | 0.83% | 3.86% | 0.83% |
| 5 | CONOCOPHILLIPS | 0.82% | 3.51% | 0.82% |
| 6 | ABBOTT LABORATORIES | 0.72% | 2.96% | 0.72% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.72% | 2.93% | 0.72% |
| 8 | EOG RESOURCES, INC. | 0.47% | 1.82% | 0.47% |
| 9 | THE PROCTER & GAMBLE COMPANY | 0.47% | 3.55% | 0.47% |
| 10 | COMCAST CORPORATION | 0.46% | 2.25% | 0.46% |
| 11 | SLB N.V. | 0.40% | 2.05% | 0.40% |
| 12 | UNITED PARCEL SERVICE, INC. | 0.38% | 1.98% | 0.38% |
Only in DFUV
1,266 total- JPMORGAN CHASE & CO. 4.50%
- AMAZON.COM, INC. 3.47%
- EXXONMOBIL HOLDINGS CORPORATION 3.22%
- JOHNSON & JOHNSON 2.86%
- MICRON TECHNOLOGY, INC. 2.86%
- BERKSHIRE HATHAWAY INC. 2.72%
- CISCO SYSTEMS, INC. 1.50%
- BANK OF AMERICA CORPORATION 1.33%
- LINDE PUBLIC LIMITED COMPANY 1.20%
- INTEL CORPORATION 1.19%
Only in SCHD
32 total- Texas Instruments Inc 5.90%
- Coca-Cola Co/The 3.96%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
- Altria Group Inc 2.94%
- Lockheed Martin Corp 2.70%
- Automatic Data Processing Inc 2.25%
- Blackstone Inc 2.20%
- Fastenal Co 1.28%
Related comparisons
More comparisons with DFUV
- DFUV vs IJH · iShares Core S&P Mid-Cap ETF 10.3%
- DFUV vs VUG · Vanguard Morningstar Growth ETF 7.0%
- DFUV vs IWM · iShares Russell 2000 ETF 6.3%
- DFUV vs IWF · iShares Russell 1000 Growth ETF 5.9%
- DFUV vs IJR · iShares Core S&P Small-Cap ETF 4.7%
- DFUV vs DFLV · Dimensional US Large Cap Value ETF 75.2%
More comparisons with SCHD
- SCHD vs IWX · iShares Russell Top 200 Value ETF 13.1%
- SCHD vs AVLV · Avantis US Large Cap Value ETF 12.4%
- SCHD vs SPHQ · Invesco S&P 500 Quality ETF 12.0%
- SCHD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 12.0%
- SCHD vs IWD · iShares Russell 1000 Value ETF 11.2%
- SCHD vs RPV · Invesco S&P 500 Pure Value ETF 11.2%
Percentages are holdings overlap with the named fund.
Open DFUV 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.