Compare · 3 funds side by side · dividends reinvested

AVMC, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

AVMC, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%1.00%+10.2%+13.0%[…][…]−7.9%13.7%$554M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: AVMC 2023 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $554M[…]

AVMC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

AVMCMeasureSCHD

+10.2%Year to dateJan 1 → Nov 6+31.4%

+13.0%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMC vs SCHD: Top 5 Holdings

Today

AVMC

3.1%in top 5

SCHD

in top 521.4%

AVMCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.7%KMBnot top 5

0.6%PYPLnot top 5

0.6%HUMnot top 5

0.6%CNCnot top 5

0.6%PRUnot top 5

Held in common8.4%

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

AVMC vs SCHD Returns, Every Period

AvantisAVMC

+13.0%

past year

SCHDSchwab

+37.0%

past year

AVMCSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: AVMC vs SCHD

YTD

AvantisAVMC

+10.2%

SCHDSchwab

+31.4%

+10.2%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.7%

1.0%Yield3.0%

$554MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AVMC, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AVMC0.18%$18

IWF0.18%$18

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

Yields: AVMC, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

AVMC1.00%$100

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

AVMC$100 − $18 = $82

IWF$39 − $18 = $21

KeptFee

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

Overlap: AVMC, SCHD, IWF

Today

8.4%most shared, AVMC and SCHD

AVMCSCHDIWF

AVMC—8.4%6.6%

SCHD8.4%—3.7%

IWF6.6%3.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AVMCWorst drop−7.9%13.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SCHDAVMC

+31.4%Year to date+10.2%

3.0%Yield1.0%

+37.0%Past year+13.0%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026