Compare · 3 funds side by side · dividends reinvested

AVLC, SCHG and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

AVLC, SCHG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.5B1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.7B2.4

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 · SCHG 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.7B$16,814

$10,000 five years ago, dividends reinvested · they hold 45.9% in common

AVLCMeasureSCHG

+11.8%Year to dateJan 1 → Nov 6+1.9%

+13.6%1 yearTotal return+0.9%

+22.4%3 years · per year$10,000 became $18,358 · $18,452+22.7%

[…]5 years · per year$10,000 became […] · $16,814+11.0%

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

0.90%Trailing 12-mo yield$90 · $42 a year on $10k0.42%

−8.0%Worst dropSmaller is better−15.0%

14.4%VolatilityLower is calmer17.8%

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

5–2AVLC 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 SCHG: Top 5 Holdings

Today

AVLC

22.2%in top 5

SCHG

in top 544.2%

AVLCStockSCHG

6.0%AAPL12.6%

4.7%NVDA11.0%

5.4%MSFT10.0%

4.0%AMZN6.4%

not top 5GOOGL4.2%

2.1%METAnot top 5

Held in common45.9%

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

AVLC vs SCHG Returns, Every Period

AvantisAVLC

+13.6%

past year

SCHGSchwab

+0.9%

past year

AVLCSCHGFaded: behind in that period

2–1AVLC wins

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

AVLC vs SPY

YTD

AvantisAVLC

+11.8%

SPYSPDR

+8.7%

+11.8%Year to date+8.7%

−8.0%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.6%

0.9%Yield1.0%

$1.5BAssets$819B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SCHG, SPY

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

SPY0.09%$9

AVLC0.15%$15

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

Yields: AVLC, SCHG, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

AVLC0.90%$90

SCHG0.42%$42

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

SCHG$42 − $4 = $38

KeptFee

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

Overlap: AVLC, SCHG, SPY

Today

73.9%most shared, AVLC and SPY

AVLCSCHGSPY

AVLC—45.9%73.9%

SCHG45.9%—56.5%

SPY73.9%56.5%—

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

Return vs Bumpiness: 3 ETFs

+13.6%AVLC, at 14.4% volatility

SPYWorst drop−8.9%13.6% vol

AVLCWorst drop−8.0%14.4% vol

SCHGWorst drop−15.0%17.8% vol

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

Paid More vs Made More

YTD

SPYAVLC

+8.7%Year to date+11.8%

1.0%Yield0.9%

+9.7%Past year+13.6%

0.09%Fee0.15%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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