Compare · 2 funds side by side · dividends reinvested

AVLC and SCHG

AVLCAvantis×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,712SCHG · best of the two

02 / 04

AVLC and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.88%+15.0%+16.2%+24.8%[…]−8.0%13.8%$1.6B1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AVLC 2023 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

$10,000 five years ago, dividends reinvested · they hold 46.1% in common

AVLCMeasureSCHG

+15.0%Year to dateJan 1 → Nov 3+5.5%

+16.2%1 yearTotal return+3.2%

+24.8%3 years · per year$10,000 became $19,440 · $19,730+25.4%

[…]5 years · per year$10,000 became […] · $17,712+12.1%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.0%Worst dropSmaller is better−16.0%

13.8%VolatilityLower is calmer16.9%

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

5–2AVLC wins

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

More Ways to See the Pairs

AVLC vs SCHG: Top 5 Holdings

Today

AVLC

21.5%in top 5

SCHG

in top 542.9%

AVLCStockSCHG

5.8%AAPL12.0%

5.1%NVDA11.9%

5.0%MSFT9.1%

3.7%AMZN5.8%

not top 5AVGO4.1%

2.0%METAnot top 5

Held in common46.1%

End-of-day Nov 3, 2026 · share of each fund

AVLC vs SCHG Returns, Every Period

AvantisAVLC

+16.2%

past year

SCHGSchwab

+3.2%

past year

AVLCSCHGFaded: behind in that period

2–1AVLC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AVLC vs SCHG

YTD

AvantisAVLC

+15.0%

SCHGSchwab

+5.5%

+15.0%Year to date+5.5%

−8.0%Worst drop · 1Y−16.0%

13.8%Volatility · 1Y16.9%

0.9%Yield0.4%

$1.6BAssets$61.1B

4–0AVLC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

AVLC0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVLC, SCHG

0.88%highest, AVLC

FundTrailing yieldYield$10k

AVLC0.88%$88

SCHG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, AVLC

AVLC$88 − $15 = $73

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVLC, SCHG

Today

46.1%most shared, AVLC and SCHG

AVLCSCHG

AVLC—46.1%

SCHG46.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%AVLC, at 13.8% volatility

AVLCWorst drop−8.0%13.8% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AVLCSCHG

+15.0%Year to date+5.5%

0.9%Yield0.4%

+16.2%Past year+3.2%

0.15%Fee0.04%

3–1AVLC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026