Compare · 3 funds side by side · dividends reinvested

AVLC, SCHX 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, SCHX 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%$1.5B1.9

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%$778B1.9

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.4B2.1

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 · SCHX 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

SCHX

Schwab U.S. Large-Cap ETF · $71.4B$16,684

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

AVLCMeasureSCHX

+11.8%Year to dateJan 1 → Nov 6+8.4%

+13.6%1 yearTotal return+9.3%

+22.4%3 years · per year$10,000 became $18,358 · $18,059+21.8%

[…]5 years · per year$10,000 became […] · $16,684+10.8%

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%

14.4%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 6, 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 526.3%

AVLCStockSCHX

6.0%AAPL7.5%

4.7%NVDA6.6%

5.4%MSFT5.9%

4.0%AMZN3.8%

not top 5GOOGL2.5%

2.1%METAnot top 5

Held in common76.0%

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

AVLC vs SCHX Returns, Every Period

AvantisAVLC

+13.6%

past year

SCHXSchwab

+9.3%

past year

AVLCSCHXFaded: behind in that period

3–0AVLC wins

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

AVLC vs SCHX

YTD

AvantisAVLC

+11.8%

SCHXSchwab

+8.4%

+11.8%Year to date+8.4%

−8.0%Worst drop · 1Y−9.0%

14.4%Volatility · 1Y13.7%

0.9%Yield1.1%

$1.5BAssets$71.4B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SCHX, SPY

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SPY0.09%$9

AVLC0.15%$15

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

Yields: AVLC, SCHX, SPY

1.08%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.08%$108

SPY1.03%$103

AVLC0.90%$90

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

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

KeptFee

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

Overlap: AVLC, SCHX, SPY

Today

94.6%most shared, SCHX and SPY

AVLCSCHXSPY

AVLC—76.0%73.9%

SCHX76.0%—94.6%

SPY73.9%94.6%—

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

SCHXWorst drop−9.0%13.7% vol

AVLCWorst drop−8.0%14.4% vol

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

Paid More vs Made More

YTD

SCHXAVLC

+8.4%Year to date+11.8%

1.1%Yield0.9%

+9.3%Past year+13.6%

0.03%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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026