DFAC vs. SCHG
Compare and contrast key facts about Dimensional U.S. Core Equity 2 ETF (DFAC) and Schwab U.S. Large-Cap Growth ETF (SCHG).
DFAC and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAC is an actively managed fund by Dimensional. It was launched on Jun 14, 2021. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
DFAC vs. SCHG - Performance Comparison
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DFAC vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DFAC Dimensional U.S. Core Equity 2 ETF | -1.60% | 15.66% | 19.61% | 21.96% | -14.93% | 9.51% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 16.19% |
Returns By Period
In the year-to-date period, DFAC achieves a -1.60% return, which is significantly higher than SCHG's -10.59% return.
DFAC
- 1D
- 2.78%
- 1M
- -4.86%
- YTD
- -1.60%
- 6M
- 1.24%
- 1Y
- 19.05%
- 3Y*
- 16.43%
- 5Y*
- —
- 10Y*
- —
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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DFAC vs. SCHG - Expense Ratio Comparison
DFAC has a 0.19% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
DFAC vs. SCHG — Risk / Return Rank
DFAC
SCHG
DFAC vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Core Equity 2 ETF (DFAC) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DFAC | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.75 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.23 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.03 | +0.51 |
Martin ratioReturn relative to average drawdown | 7.28 | 3.54 | +3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFAC | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.75 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.79 | -0.24 |
Correlation
The correlation between DFAC and SCHG is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DFAC vs. SCHG - Dividend Comparison
DFAC's dividend yield for the trailing twelve months is around 1.03%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC Dimensional U.S. Core Equity 2 ETF | 1.03% | 0.97% | 1.03% | 1.20% | 1.50% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
DFAC vs. SCHG - Drawdown Comparison
The maximum DFAC drawdown since its inception was -23.12%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for DFAC and SCHG.
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Drawdown Indicators
| DFAC | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.12% | -34.59% | +11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -16.41% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -5.94% | -13.34% | +7.40% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -5.22% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 4.78% | -2.07% |
Volatility
DFAC vs. SCHG - Volatility Comparison
The current volatility for Dimensional U.S. Core Equity 2 ETF (DFAC) is 5.31%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that DFAC experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFAC | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 6.67% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 12.51% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.51% | 22.43% | -3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 22.32% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 21.51% | -4.21% |