DFAC vs SCHA

Dimensional US Core Equity 2 ETF vs Schwab US Small-Cap ETF

Quick take
  • SCHA has the lower expense ratio at 0.04% vs 0.17% for DFAC.
  • SCHA pays a higher dividend yield (1.05%).

Side-by-side metrics

MetricDFACSCHA
Expense ratio
Annual fee. Lower is better.
0.17%0.04%
Dividend yield
Trailing 12-month yield.
0.95%1.05%
AUM
Assets under management — bigger funds are typically more liquid.
$44.49B$22.11B
YTD return
9.47%17.89%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.021.27
P/E ratio
23.4619.61
Last price
$42.89$33.03
Inception
Issuer
DimensionalSchwab

DFAC top holdings

Top holdings · DFAC
NVDANVIDIA Corp5.61%
AAPLApple Inc4.69%
MSFTMicrosoft Corp3.92%
AMZNAmazon.com Inc3.06%
GOOGLAlphabet Inc Class A2.14%
METAMeta Platforms Inc Class A1.88%
GOOGAlphabet Inc Class C1.70%
JPMJPMorgan Chase & Co1.00%
AVGOBroadcom Inc0.95%
XOMExxon Mobil Corp0.88%
Sector breakdown · DFAC
Real Estate0.2%
Consumer Cyclical10.7%
Basic Materials3.2%
Consumer Defensive4.9%
Technology28.4%
Communication Services8.5%
Financial Services14.4%
Utilities1.9%
Industrials12.8%
Energy5.9%
Healthcare9.0%

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares3.52%
LITELumentum Holdings Inc1.37%
RVMDRevolution Medicines Inc Ordinary Shares0.62%
ATIATI Inc0.45%
CDECoeur Mining Inc0.40%
MKSIMKS Inc0.40%
MTSIMACOM Technology Solutions Holdings Inc0.39%
NXTNextpower Inc Class A0.38%
SATSEchoStar Corp Class A0.36%
MLIMueller Industries Inc0.33%
Sector breakdown · SCHA
Real Estate6.5%
Consumer Cyclical10.2%
Basic Materials4.5%
Consumer Defensive2.7%
Technology20.1%
Communication Services3.0%
Financial Services15.9%
Utilities2.4%
Industrials15.7%
Energy5.2%
Healthcare14.0%

About DFAC

DFAC (Dimensional US Core Equity 2 ETF) is Broad US equity market with small and value tilts. Managed by Dimensional, the fund carries $44.5B in assets under management, an expense ratio of 0.17%, a dividend yield of 0.95%. Its largest holding is NVIDIA Corp (NVDA), which represents 5.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.2%.

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $22.1B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.05%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 3.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.