Compare · 3 funds side by side · dividends reinvested

AVLC, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

AVLC, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.1

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.86%+16.6%+17.7%+24.9%[…]−8.0%13.8%$1.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AVLC 2023 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.6B[…]

AVLC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

AVLCMeasureSCHD

+16.6%Year to dateJan 1 → Nov 5+35.3%

+17.7%1 yearTotal return+41.6%

+24.9%3 years · per year$10,000 became $19,468 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.86%Trailing 12-mo yield$86 · $291 a year on $10k2.91%

−8.0%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.5%

AVLCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVLC vs SCHD: Top 5 Holdings

Today

AVLC

22.2%in top 5

SCHD

in top 521.7%

AVLCStockSCHD

5.9%AAPLnot top 5

5.4%MSFTnot top 5

5.0%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%AMZNnot top 5

2.1%METAnot top 5

Held in common9.0%

End-of-day Nov 5, 2026 · share of each fund

AVLC vs SCHD Returns, Every Period

AvantisAVLC

+17.7%

past year

SCHDSchwab

+41.6%

past year

AVLCSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: AVLC vs SCHD

YTD

AvantisAVLC

+16.6%

SCHDSchwab

+35.3%

+16.6%Year to date+35.3%

−8.0%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.5%

0.9%Yield2.9%

$1.6BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

AVLC0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVLC, SCHD, IVV

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IVV1.09%$109

AVLC0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IVV$109 − $3 = $106

AVLC$86 − $15 = $71

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVLC, SCHD, IVV

Today

74.0%most shared, AVLC and IVV

AVLCSCHDIVV

AVLC—9.0%74.0%

SCHD9.0%—8.5%

IVV74.0%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IVVWorst drop−8.9%12.9% vol

AVLCWorst drop−8.0%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVLC

+35.3%Year to date+16.6%

2.9%Yield0.9%

+41.6%Past year+17.7%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026