Compare · 3 funds side by side · dividends reinvested

AVLC, SCHG and IVV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

AVLC, SCHG and IVV, 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%+15.8%+22.3%[…]−8.0%14.6%$1.6B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.6

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+4.7%+3.6%+21.8%+11.1%−15.0%17.9%$61.4B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: AVLC 2023 · SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AVLC

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 73.9% in common

AVLCMeasure

More Ways to See the Pairs

AVLC vs IVV: Top 5 Holdings

Today

AVLC

21.4%in top 5

IVV

in top 526.8%

AVLCStockIVV

6.0%AAPL7.9%

4.3%NVDA6.4%

5.1%MSFT5.9%

3.9%AMZN4.0%

not top 5GOOGL

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 13, 2026 · fee on $10,000 a year

Yields: AVLC, SCHG, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

+15.0%Year to dateJan 1 → Nov 13+11.5%

+15.8%1 yearTotal return+11.6%

+22.3%3 years · per year$10,000 became $18,312 · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $111 a year on $10k1.11%

−8.0%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.8%

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

4–3AVLC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.1%METAnot top 5

Held in common73.9%

End-of-day Nov 13, 2026 · share of each fund

AVLC vs IVV Returns, Every Period

1Y

AvantisAVLC

+15.8%

past year

IVViShares

+11.6%

past year

AVLCIVVFaded: behind in that period

3–0AVLC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

AVLC vs IVV

YTD

AvantisAVLC

+15.0%

IVViShares

+11.5%

+15.0%Year to date+11.5%

−8.0%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.8%

0.9%Yield1.1%

$1.6BAssets$875B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

AVLC0.88%$88

SCHG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

AVLC$88 − $15 = $73

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AVLC, SCHG, IVV

Today

73.9%most shared, AVLC and IVV

AVLCSCHGIVV

AVLC—46.3%73.9%

SCHG46.3%—57.0%

IVV73.9%57.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.8%AVLC, at 14.6% volatility

IVVWorst drop−8.9%13.8% vol

AVLCWorst drop−8.0%14.6% vol

SCHGWorst drop−15.0%17.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAVLC

+11.5%Year to date+15.0%

1.1%Yield0.9%

+11.6%Past year+15.8%

0.03%Fee0.15%

2–2level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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AVLC, SCHG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three