Compare · 3 funds side by side · dividends reinvested

AVLC, SCHD and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375VTI · best of the three

02 / 04

AVLC, SCHD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.1

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.90%+11.8%+13.6%+22.4%[…]−8.0%14.4%$1.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AVLC 2023 · SCHD 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.5B[…]

AVLC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

AVLCMeasureSCHD

+11.8%Year to dateJan 1 → Nov 6+31.4%

+13.6%1 yearTotal return+37.0%

+22.4%3 years · per year$10,000 became $18,358 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.90%Trailing 12-mo yield$90 · $300 a year on $10k3.00%

−8.0%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.7%

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

1–6SCHD wins

End-of-day Nov 6, 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 521.4%

AVLCStockSCHD

6.0%AAPLnot top 5

5.4%MSFTnot top 5

4.7%NVDAnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.1%METAnot top 5

Held in common9.2%

End-of-day Nov 6, 2026 · share of each fund

AVLC vs SCHD Returns, Every Period

AvantisAVLC

+13.6%

past year

SCHDSchwab

+37.0%

past year

AVLCSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: AVLC vs SCHD

YTD

AvantisAVLC

+11.8%

SCHDSchwab

+31.4%

+11.8%Year to date+31.4%

−8.0%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.7%

0.9%Yield3.0%

$1.5BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, SCHD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

AVLC0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVLC, SCHD, VTI

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTI1.09%$109

AVLC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTI$109 − $3 = $106

AVLC$90 − $15 = $75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AVLC, SCHD, VTI

Today

73.8%most shared, AVLC and VTI

AVLCSCHDVTI

AVLC—9.2%73.8%

SCHD9.2%—7.1%

VTI73.8%7.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VTIWorst drop−8.9%13.7% vol

AVLCWorst drop−8.0%14.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVLC

+31.4%Year to date+11.8%

3.0%Yield0.9%

+37.0%Past year+13.6%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026