DFAC vs SCHG

Dimensional US Core Equity 2 ETF vs Schwab US Large-Cap Growth ETF

Quick take
  • SCHG has the lower expense ratio at 0.04% vs 0.17% for DFAC.
  • DFAC pays a higher dividend yield (0.91%).

Side-by-side metrics

MetricDFACSCHG
Expense ratio
Annual fee. Lower is better.
0.17%0.04%
Dividend yield
Trailing 12-month yield.
0.91%0.39%
AUM
Assets under management — bigger funds are typically more liquid.
$47.40B$59.07B
YTD return
11.80%5.17%
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.
0.991.21
P/E ratio
23.4032.30
Last price
$44.50$34.44
Inception
Issuer
DimensionalSchwab

DFAC top holdings

Top holdings · DFAC
NVDANVIDIA Corp5.22%
AAPLApple Inc4.83%
MSFTMicrosoft Corp3.53%
AMZNAmazon.com Inc2.74%
METAMeta Platforms Inc Class A1.76%
GOOGLAlphabet Inc Class A1.71%
MUMicron Technology Inc1.54%
LLYEli Lilly and Co1.10%
GOOGAlphabet Inc Class C1.08%
JPMJPMorgan Chase & Co1.02%
Sector breakdown · DFAC
Real Estate0.2%
Consumer Cyclical10.4%
Basic Materials3.1%
Consumer Defensive4.7%
Technology30.0%
Communication Services7.0%
Financial Services14.6%
Utilities1.9%
Industrials13.2%
Energy5.0%
Healthcare9.9%

SCHG top holdings

Top holdings · SCHG
NVDANVIDIA Corp10.02%
AAPLApple Inc8.78%
MSFTMicrosoft Corp5.81%
AMZNAmazon.com Inc4.99%
GOOGLAlphabet Inc Class A4.40%
AVGOBroadcom Inc3.74%
GOOGAlphabet Inc Class C3.52%
LLYEli Lilly and Co3.31%
AMDAdvanced Micro Devices Inc2.89%
TSLATesla Inc2.82%
Sector breakdown · SCHG
Real Estate0.6%
Consumer Cyclical11.2%
Basic Materials1.6%
Consumer Defensive1.9%
Technology44.0%
Communication Services14.1%
Financial Services7.7%
Utilities0.5%
Industrials7.6%
Energy0.9%
Healthcare9.9%

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 $47.4B in assets under management, an expense ratio of 0.17%, a dividend yield of 0.91%. Its largest holding is NVIDIA Corp (NVDA), which represents 5.2% of the portfolio. Real Estate is the fund's largest sector exposure at 0.2%.

About SCHG

SCHG (Schwab US Large-Cap Growth ETF) is Large-cap US growth at low cost. Managed by Schwab, the fund carries $59.1B in assets under management, an expense ratio of 0.04%, a dividend yield of 0.39%. Its largest holding is NVIDIA Corp (NVDA), which represents 10.0% of the portfolio. Real Estate is the fund's largest sector exposure at 0.6%.