DFMC vs. SCHA
DFMC (Dimensional US Micro Cap Portfolio ETF) and SCHA (Schwab U.S. Small-Cap ETF) are both Small Cap Blend Equities funds. DFMC is actively managed, while SCHA is passively managed. Their correlation of 0.86 suggests significant overlap in exposure. DFMC charges 0.41%/yr vs 0.04%/yr for SCHA.
Performance
DFMC vs. SCHA - Performance Comparison
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Returns By Period
DFMC
- 1D
- 1.03%
- 1M
- 6.12%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHA
- 1D
- 0.11%
- 1M
- 4.68%
- YTD
- 22.67%
- 6M
- 19.77%
- 1Y
- 40.05%
- 3Y*
- 19.89%
- 5Y*
- 7.22%
- 10Y*
- 11.73%
DFMC vs. SCHA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DFMC Dimensional US Micro Cap Portfolio ETF | 18.84% |
SCHA Schwab U.S. Small-Cap ETF | 22.75% |
Correlation
The correlation between DFMC and SCHA is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 23, 2026 | 0.86 |
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Return for Risk
DFMC vs. SCHA — Risk / Return Rank
DFMC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHA
DFMC vs. SCHA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Micro Cap Portfolio ETF (DFMC) and Schwab U.S. Small-Cap ETF (SCHA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DFMC | SCHA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.23 | — |
| Martin ratioReturn relative to average drawdown | — | 15.49 | — |
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Drawdowns
DFMC vs. SCHA - Drawdown Comparison
The maximum DFMC drawdown since its inception was -4.29%, smaller than the maximum SCHA drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for DFMC and SCHA.
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Drawdown Indicators
| DFMC | SCHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.29% | -42.41% | +38.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.50% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.79% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.41% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.61% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -7.56% | +6.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.59% | — |
Volatility
DFMC vs. SCHA - Volatility Comparison
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Volatility by Period
| DFMC | SCHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.71% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.91% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 18.75% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 22.04% | -5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 22.75% | -6.62% |
DFMC vs. SCHA - Expense Ratio Comparison
DFMC has a 0.41% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Dividends
DFMC vs. SCHA - Dividend Comparison
DFMC has not paid dividends to shareholders, while SCHA's dividend yield for the trailing twelve months is around 0.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFMC Dimensional US Micro Cap Portfolio ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHA Schwab U.S. Small-Cap ETF | 0.98% | 1.26% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.58% | 1.24% | 1.50% | 1.48% |
Frequently Asked Questions
DFMC and SCHA have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHA is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHA is cheaper with a 0.04% expense ratio, compared with 0.41% for DFMC.
SCHA has the higher dividend yield at 0.98%, compared with 0.00% for DFMC.
They also come from different issuers: Dimensional Fund Advisors and Charles Schwab. Their fees differ too: 0.41% for DFMC and 0.04% for SCHA.
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