ETF comparison
DFAT vs SCHA
Both US Small Cap.
DFA U.S. Targeted Value Portfolio-ETF Class Shares · Schwab U.S. Small-Cap ETF
Holdings overlap
745 positions appear in both funds. Buying equal dollars of DFAT and SCHA would leave roughly 32.3% 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
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
745 shared in total| # | Holding | In DFAT | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Pinnacle Financial Partners, Inc. | 0.41% | 0.32% | 0.32% |
| 2 | Popular, Inc. | 0.48% | 0.23% | 0.23% |
| 3 | DARLING INGREDIENTS INC. | 0.39% | 0.22% | 0.22% |
| 4 | SOUTHSTATE BANK CORPORATION | 0.43% | 0.21% | 0.21% |
| 5 | WINTRUST FINANCIAL CORPORATION | 0.31% | 0.21% | 0.21% |
| 6 | UMB FINANCIAL CORPORATION | 0.33% | 0.21% | 0.21% |
| 7 | OSHKOSH CORPORATION | 0.33% | 0.20% | 0.20% |
| 8 | RYDER SYSTEM, INC. | 0.27% | 0.20% | 0.20% |
| 9 | JACKSON FINANCIAL INC. | 0.42% | 0.20% | 0.20% |
| 10 | VIASAT, INC. | 0.33% | 0.19% | 0.19% |
| 11 | OLD NATIONAL BANCORP | 0.36% | 0.18% | 0.18% |
| 12 | COLUMBIA BANKING SYSTEM, INC. | 0.32% | 0.18% | 0.18% |
Only in DFAT
458 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
960 total- Sandisk Corp 4.87%
- Lumentum Holdings Inc 1.49%
- Revolution Medicines Inc 0.86%
- ATI Inc 0.59%
- Guardant Health Inc 0.44%
- MACOM Technology Solutions Holdings Inc 0.36%
- MKS Inc 0.36%
- Samsara Inc 0.32%
- BitMine Immersion Technologies Inc 0.30%
- Sterling Infrastructure Inc 0.30%
Related comparisons
More comparisons with DFAT
- DFAT vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 32.2%
- DFAT vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 32.0%
- DFAT vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 31.6%
- DFAT vs IJR · iShares Core S&P Small-Cap ETF 31.0%
- 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 IJH · iShares Core S&P Mid-Cap ETF 30.7%
- SCHA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 27.2%
- SCHA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 24.4%
- SCHA vs IJS · iShares S&P Small-Cap 600 Value ETF 23.8%
- SCHA vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 23.5%
- SCHA vs AVUV · Avantis US Small Cap Value ETF 22.8%
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.