BrandywineGLOBAL-Dynamic US Large Cap Value ETF (DVAL) is a ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DVAL returned +20.24% while SCHD returned +31.38%. Year to date, DVAL is up 15.01% versus a gain of 24.26% for SCHD.

Over three years, DVAL compounded at +14.32% per year against +15.08% for SCHD. Across the full 4-year window we track, DVAL has the edge at +13.51% annualized vs +11.39%. Past performance does not guarantee future results.

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for DVAL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.9% for DVAL and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

DVAL charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, DVAL currently yields 1.83% against 3.31% for SCHD.