SCHC vs. DFIS
Compare and contrast key facts about Schwab International Small-Cap Equity ETF (SCHC) and Dimensional International Small Cap ETF (DFIS).
SCHC and DFIS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010. DFIS is an actively managed fund by Dimensional. It was launched on Mar 23, 2022.
Performance
SCHC vs. DFIS - Performance Comparison
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SCHC vs. DFIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SCHC Schwab International Small-Cap Equity ETF | 2.66% | 37.59% | 1.97% | 14.36% | -15.53% |
DFIS Dimensional International Small Cap ETF | 2.31% | 37.49% | 3.80% | 15.19% | -12.94% |
Returns By Period
In the year-to-date period, SCHC achieves a 2.66% return, which is significantly higher than DFIS's 2.31% return.
SCHC
- 1D
- 3.43%
- 1M
- -9.31%
- YTD
- 2.66%
- 6M
- 6.31%
- 1Y
- 35.15%
- 3Y*
- 15.42%
- 5Y*
- 6.24%
- 10Y*
- 7.87%
DFIS
- 1D
- 3.12%
- 1M
- -8.99%
- YTD
- 2.31%
- 6M
- 7.05%
- 1Y
- 33.50%
- 3Y*
- 16.25%
- 5Y*
- —
- 10Y*
- —
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SCHC vs. DFIS - Expense Ratio Comparison
SCHC has a 0.11% expense ratio, which is lower than DFIS's 0.39% expense ratio.
Return for Risk
SCHC vs. DFIS — Risk / Return Rank
SCHC
DFIS
SCHC vs. DFIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Small-Cap Equity ETF (SCHC) and Dimensional International Small Cap ETF (DFIS). 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.
| SCHC | DFIS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 1.97 | +0.06 |
Sortino ratioReturn per unit of downside risk | 2.70 | 2.62 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.40 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.55 | +0.18 |
Martin ratioReturn relative to average drawdown | 11.06 | 10.38 | +0.68 |
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
| SCHC | DFIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 1.97 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.58 | -0.20 |
Correlation
The correlation between SCHC and DFIS is 0.98, 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
SCHC vs. DFIS - Dividend Comparison
SCHC's dividend yield for the trailing twelve months is around 3.57%, more than DFIS's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHC Schwab International Small-Cap Equity ETF | 3.57% | 3.66% | 3.72% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% |
DFIS Dimensional International Small Cap ETF | 2.18% | 2.23% | 2.19% | 2.36% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHC vs. DFIS - Drawdown Comparison
The maximum SCHC drawdown since its inception was -43.94%, which is greater than DFIS's maximum drawdown of -27.23%. Use the drawdown chart below to compare losses from any high point for SCHC and DFIS.
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Drawdown Indicators
| SCHC | DFIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.94% | -27.23% | -16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -12.44% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -36.48% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.94% | — | — |
Current DrawdownCurrent decline from peak | -9.31% | -8.99% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -6.30% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.06% | +0.02% |
Volatility
SCHC vs. DFIS - Volatility Comparison
Schwab International Small-Cap Equity ETF (SCHC) has a higher volatility of 8.03% compared to Dimensional International Small Cap ETF (DFIS) at 7.55%. This indicates that SCHC's price experiences larger fluctuations and is considered to be riskier than DFIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHC | DFIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.03% | 7.55% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 11.01% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 17.10% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 17.31% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 17.31% | +0.57% |