Compare · 3 funds side by side · dividends reinvested

AVMV, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

AVMV, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.09%+14.3%+19.7%[…][…]−8.9%13.2%$808M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: AVMV 2023 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis U.S. Mid Cap Value ETF · $808M[…]

AVMV

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

AVMV

More Ways to See the Pairs

AVMV vs SCHD: Top 5 Holdings

Today

AVMV

6.6%in top 5

SCHD

in top 521.4%

AVMVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: AVMV, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

AVMV0.20%$20

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

Yields: AVMV, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+14.3%Year to dateJan 1 → Nov 10+33.8%

+19.7%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $294 a year on $10k2.94%

−8.9%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.4%DALnot top 5

1.3%DVNnot top 5

1.3%IDXXnot top 5

1.3%UALnot top 5

1.3%CMGnot top 5

Held in common10.4%

End-of-day Nov 10, 2026 · share of each fund

AVMV vs SCHD Returns, Every Period

1Y

AvantisAVMV

+19.7%

past year

SCHDSchwab

+38.8%

past year

AVMVSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVMV vs SCHD

YTD

AvantisAVMV

+14.3%

SCHDSchwab

+33.8%

+14.3%Year to date+33.8%

−8.9%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.8%

1.1%Yield2.9%

$808MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

AVMV1.09%$109

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

AVMV$109 − $20 = $89

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AVMV, SCHD, VUG

Today

10.4%most shared, AVMV and SCHD

AVMVSCHDVUG

AVMV—10.4%1.7%

SCHD10.4%—0.8%

VUG1.7%0.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

AVMVWorst drop−8.9%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVMV

+33.8%Year to date+14.3%

2.9%Yield1.1%

+38.8%Past year+19.7%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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AVMV, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three