Compare · 3 funds side by side · dividends reinvested

AVLC, SCHX 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, SCHX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.90%+11.6%+14.1%+22.8%[…]−8.0%14.5%$1.6B1.9

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.0%+9.2%+22.0%+10.7%−9.0%13.7%$71.0B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVLC 2023 · SCHX 2009 · IVV 2000

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 · $71.0B$16,645

$10,000 five years ago, dividends reinvested · they hold 76.2% in common

AVLCMeasureSCHX

+11.6%Year to dateJan 1 → Nov 5+8.0%

+14.1%1 yearTotal return+9.2%

+22.8%3 years · per year$10,000 became $18,520 · $18,166+22.0%

[…]5 years · per year$10,000 became […] · $16,646+10.7%

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

0.90%Trailing 12-mo yield$90 · $108 a year on $10k1.08%

−8.0%Worst dropSmaller is better−9.0%

14.5%VolatilityLower is calmer13.7%

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

4–3AVLC 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 SCHX: Top 5 Holdings

Today

AVLC

22.2%in top 5

SCHX

in top 526.2%

AVLCStockSCHX

5.9%AAPL7.3%

5.0%NVDA6.9%

5.4%MSFT5.9%

3.9%AMZN3.7%

not top 5GOOGL2.4%

2.1%METAnot top 5

Held in common76.2%

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

AVLC vs SCHX Returns, Every Period

AvantisAVLC

+14.1%

past year

SCHXSchwab

+9.2%

past year

AVLCSCHXFaded: behind in that period

3–0AVLC wins

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

AVLC vs IVV

YTD

AvantisAVLC

+11.6%

IVViShares

+8.4%

+11.6%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

0.9%Yield1.1%

$1.6BAssets$850B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SCHX, IVV

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IVV0.03%$3

AVLC0.15%$15

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

Yields: AVLC, SCHX, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SCHX1.08%$108

AVLC0.90%$90

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

AVLC$90 − $15 = $75

KeptFee

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

Overlap: AVLC, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

AVLCSCHXIVV

AVLC—76.2%74.0%

SCHX76.2%—94.6%

IVV74.0%94.6%—

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

Return vs Bumpiness: 3 ETFs

+14.1%AVLC, at 14.5% volatility

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% vol

AVLCWorst drop−8.0%14.5% vol

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

Paid More vs Made More

YTD

IVVAVLC

+8.4%Year to date+11.6%

1.1%Yield0.9%

+9.7%Past year+14.1%

0.03%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026