Compare · 3 funds side by side · dividends reinvested

AVLV, SCHG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,753AVLV · best of the three

02 / 04

AVLV, SCHG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.08%+26.8%+32.6%+25.4%+14.6%−6.4%11.8%$22.6B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+6.8%+4.0%+25.4%+12.4%−16.0%16.9%$62.5B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: AVLV 2021 · SCHG 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Value ETF · $22.6B$19,753

AVLV

SCHG

Schwab U.S. Large-Cap Growth ETF · $62.5B$17,915

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

AVLVMeasureSCHG

+26.8%Year to dateJan 1 → Nov 4+6.8%

+32.6%1 yearTotal return+4.0%

+25.4%3 years · per year$10,000 became $19,737 · $19,739+25.4%

+14.6%5 years · per year$10,000 became $19,753 · $17,915+12.4%

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

1.08%Trailing 12-mo yield$108 · $40 a year on $10k0.40%

−6.4%Worst dropSmaller is better−16.0%

11.8%VolatilityLower is calmer16.9%

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

6–1AVLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVLV vs SCHG: Top 5 Holdings

Today

AVLV

14.7%in top 5

SCHG

in top 543.0%

AVLVStockSCHG

not top 5NVDA12.0%

not top 5AAPL11.6%

3.4%MSFT9.3%

2.9%AMZN5.9%

not top 5AVGO4.1%

2.9%METAnot top 5

2.8%LLYnot top 5

2.7%JPMnot top 5

Held in common21.8%

End-of-day Nov 4, 2026 · share of each fund

AVLV vs SCHG Returns, Every Period

AvantisAVLV

+14.6%

5 years, per year

SCHGSchwab

+12.4%

5 years, per year

AVLVSCHGFaded: behind in that period

3–0AVLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVLV vs VOO

YTD

AvantisAVLV

+26.8%

VOOVanguard

+13.4%

+26.8%Year to date+13.4%

−6.4%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y12.8%

1.1%Yield1.1%

$22.6BAssets$1.00T

3–0AVLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLV, SCHG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHG0.04%$4

AVLV0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVLV, SCHG, VOO

1.08%highest, AVLV

FundTrailing yieldYield$10k

AVLV1.08%$108

VOO1.05%$105

SCHG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

AVLV$108 − $15 = $93

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVLV, SCHG, VOO

Today

59.4%most shared, SCHG and VOO

AVLVSCHGVOO

AVLV—21.8%29.2%

SCHG21.8%—59.4%

VOO29.2%59.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.6%AVLV, at 11.8% volatility

AVLVWorst drop−6.4%11.8% vol

VOOWorst drop−8.9%12.8% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVLVVOO

+26.8%Year to date+13.4%

1.1%Yield1.1%

+32.6%Past year+13.5%

0.15%Fee0.03%

2–1AVLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026