Compare · 2 funds side by side · dividends reinvested

AVLC and SCHX

AVLCAvantis×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,217SCHX · best of the two

02 / 04

AVLC and SCHX, 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%$1.6B1.4

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.5

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 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 76.0% in common

AVLCMeasureSCHX

+15.0%Year to dateJan 1 → Nov 3+11.3%

+16.2%1 yearTotal return+11.4%

+24.8%3 years · per year$10,000 became $19,440 · $19,063+24.0%

[…]5 years · per year$10,000 became […] · $17,217+11.5%

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

0.88%Trailing 12-mo yield$88 · $105 a year on $10k1.05%

−8.0%Worst dropSmaller is better−9.0%

13.8%VolatilityLower is calmer12.9%

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

4–3AVLC 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 SCHX: Top 5 Holdings

Today

AVLC

21.5%in top 5

SCHX

in top 525.7%

AVLCStockSCHX

5.8%AAPL7.2%

5.1%NVDA7.1%

5.0%MSFT5.5%

3.7%AMZN3.5%

not top 5GOOGL2.4%

2.0%METAnot top 5

Held in common76.0%

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

AVLC vs SCHX Returns, Every Period

AvantisAVLC

+16.2%

past year

SCHXSchwab

+11.4%

past year

AVLCSCHXFaded: behind in that period

3–0AVLC wins

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

AVLC vs SCHX

YTD

AvantisAVLC

+15.0%

SCHXSchwab

+11.3%

+15.0%Year to date+11.3%

−8.0%Worst drop · 1Y−9.0%

13.8%Volatility · 1Y12.9%

0.9%Yield1.1%

$1.6BAssets$72.9B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

AVLC0.15%$15

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

Yields: AVLC, SCHX

1.05%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.05%$105

AVLC0.88%$88

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

AVLC$88 − $15 = $73

KeptFee

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

Overlap: AVLC, SCHX

Today

76.0%most shared, AVLC and SCHX

AVLCSCHX

AVLC—76.0%

SCHX76.0%—

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

SCHXWorst drop−9.0%12.9% vol

AVLCWorst drop−8.0%13.8% vol

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

Paid More vs Made More

YTD

SCHXAVLC

+11.3%Year to date+15.0%

1.1%Yield0.9%

+11.4%Past year+16.2%

0.03%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026