Compare · 3 funds side by side · dividends reinvested

AVLC, SCHG 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, SCHG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$887B1.6

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%$1.6B1.7

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+6.8%+4.0%+25.4%+12.4%−16.0%16.9%$62.5B2.5

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 · SCHG 2009 · IVV 2000

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 · $62.5B$16,740

$10,000 five years ago, dividends reinvested · they hold 46.5% in common

AVLCMeasureSCHG

+16.6%Year to dateJan 1 → Nov 5+6.8%

+17.7%1 yearTotal return+4.0%

+24.9%3 years · per year$10,000 became $19,468 · $19,739+25.4%

[…]5 years · per year$10,000 became […] · $17,915+12.4%

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

0.86%Trailing 12-mo yield$86 · $40 a year on $10k0.40%

−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 5, 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

22.2%in top 5

SCHG

in top 543.6%

AVLCStockSCHG

5.9%AAPL12.1%

5.0%NVDA11.5%

5.4%MSFT9.8%

3.9%AMZN6.2%

not top 5GOOGL4.0%

2.1%METAnot top 5

Held in common46.5%

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

AVLC vs SCHG Returns, Every Period

AvantisAVLC

+17.7%

past year

SCHGSchwab

+4.0%

past year

AVLCSCHGFaded: behind in that period

2–1AVLC wins

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

AVLC vs IVV

YTD

AvantisAVLC

+16.6%

IVViShares

+13.4%

+16.6%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.9%

0.9%Yield1.1%

$1.6BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SCHG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHG0.04%$4

AVLC0.15%$15

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

Yields: AVLC, SCHG, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

AVLC0.86%$86

SCHG0.40%$40

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

AVLC$86 − $15 = $71

SCHG$40 − $4 = $36

KeptFee

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

Overlap: AVLC, SCHG, IVV

Today

74.0%most shared, AVLC and IVV

AVLCSCHGIVV

AVLC—46.5%74.0%

SCHG46.5%—57.2%

IVV74.0%57.2%—

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

Return vs Bumpiness: 3 ETFs

+17.7%AVLC, at 13.8% volatility

IVVWorst drop−8.9%12.9% vol

AVLCWorst drop−8.0%13.8% vol

SCHGWorst drop−16.0%16.9% vol

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

Paid More vs Made More

YTD

IVVAVLC

+13.4%Year to date+16.6%

1.1%Yield0.9%

+13.5%Past year+17.7%

0.03%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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