Compare · 3 funds side by side · dividends reinvested

AVOS, SCHD and IEFA

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

02 / 04

AVOS, SCHD and IEFA, 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%$120B1.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$189B1.9

Avos Global Equities ETFInternational · Global0.64%0.00%[…][…][…][…][…][…]$120M3.0

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: AVOS 2026 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Avos Global Equities ETF · $120M[…]

AVOS

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

AVOSMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]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%

0.64%Expense ratio$64 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

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

More Ways to See the Pairs

AVOS vs SCHD: Top 5 Holdings

Today

AVOS

37.6%in top 5

SCHD

in top 521.4%

AVOSStockSCHD

16.0%VEAnot top 5

13.2%VWOnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.0%MCHInot top 5

2.7%AAPLnot top 5

2.6%EWZnot top 5

Held in common4.8%

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

AVOS vs SCHD Returns, Every Period

AvosAVOS

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

AVOSSCHDFaded: behind in that period

0–0Level

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

AVOS vs IEFA

YTD

AvosAVOS

[…]

IEFAiShares

+7.7%

[…]Year to date+7.7%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.2%

0.0%Yield3.5%

$120MAssets$189B

1–0IEFA wins

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

Cost, Income and Risk

Fees: AVOS, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

AVOS0.64%$64

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

Yields: AVOS, SCHD, IEFA

3.47%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.47%$347

SCHD3.00%$300

AVOS0.00%$0

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

SCHD$300 − $6 = $294

AVOS$0 − $64 = −$64

KeptFee

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

Overlap: AVOS, SCHD, IEFA

Today

11.4%most shared, AVOS and IEFA

AVOSSCHDIEFA

AVOS—4.8%11.4%

SCHD4.8%—0.0%

IEFA11.4%0.0%—

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

IEFAWorst drop−11.5%16.2% vol

AVOSWorst drop[…][…]

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

Paid More vs Made More

YTD

IEFASCHD

+7.7%Year to date+31.4%

3.5%Yield3.0%

+11.9%Past year+37.0%

0.07%Fee0.06%

3–1SCHD 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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

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