ETF comparison
DFLV vs SCHD
US Value vs Dividend.
Dimensional US Large Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
33 positions appear in both funds. Buying equal dollars of DFLV and SCHD would leave roughly 15.4% 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 DFLV. On a $100,000 position that's about $150/yr more in fees for DFLV.
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 DFLV vs SCHD.
Top shared holdings
33 shared in total| # | Holding | In DFLV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORPORATION | 1.87% | 4.01% | 1.87% |
| 2 | UNITEDHEALTH GROUP INCORPORATED | 1.54% | 3.82% | 1.54% |
| 3 | MERCK & CO., INC. | 1.31% | 4.76% | 1.31% |
| 4 | THE PROCTER & GAMBLE COMPANY | 1.26% | 3.82% | 1.26% |
| 5 | VERIZON COMMUNICATIONS INC. | 1.14% | 3.96% | 1.14% |
| 6 | CONOCOPHILLIPS | 0.87% | 3.93% | 0.87% |
| 7 | EOG RESOURCES, INC. | 0.82% | 1.88% | 0.82% |
| 8 | SLB N.V. | 0.74% | 2.19% | 0.74% |
| 9 | FORD MOTOR COMPANY | 0.68% | 1.33% | 0.68% |
| 10 | TARGET CORPORATION | 0.66% | 1.78% | 0.66% |
| 11 | BRISTOL-MYERS SQUIBB COMPANY | 0.61% | 3.32% | 0.61% |
| 12 | ABBOTT LABORATORIES | 0.57% | 4.68% | 0.57% |
Only in DFLV
301 total- JPMORGAN CHASE & CO. 4.80%
- AMAZON.COM, INC. 4.00%
- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- JOHNSON & JOHNSON 2.38%
- MICRON TECHNOLOGY, INC. 2.30%
- BERKSHIRE HATHAWAY INC. 1.81%
- CISCO SYSTEMS, INC. 1.15%
- MORGAN STANLEY 1.13%
- RTX CORPORATION 1.13%
- LINDE PUBLIC LIMITED COMPANY 1.09%
Only in SCHD
66 total- Amgen Inc 4.70%
- Coca-Cola Co/The 4.16%
- Home Depot Inc/The 3.87%
- PepsiCo Inc 3.64%
- Texas Instruments Inc 3.12%
- Automatic Data Processing Inc 2.78%
- Altria Group Inc 2.78%
- Lockheed Martin Corp 2.77%
- Blackstone Inc 2.59%
- Fastenal Co 1.38%
Related comparisons
More comparisons with DFLV
More comparisons with SCHD
- SCHD vs IUSV · iShares Core S&P U.S. Value ETF 15.4%
- SCHD vs VLUE · iShares MSCI USA Value Factor ETF 15.4%
- SCHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.3%
- SCHD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 14.3%
- SCHD vs VFLO · Victoryshares Free Cash Flow ETF 14.1%
- SCHD vs PRF · Invesco RAFI US 1000 ETF 14.1%
Percentages are holdings overlap with the named fund.
Open DFLV 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.