Compare · 3 funds side by side · dividends reinvested

AVSC, SCHD and IJH

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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

AVSC, SCHD and IJH, 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%$123B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.4

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.98%+22.9%+28.3%+18.8%[…]−8.1%16.2%$3.2B2.4

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: AVSC 2022 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

AVSC

More Ways to See the Pairs

AVSC vs SCHD: Top 5 Holdings

Today

AVSC

1.7%in top 5

SCHD

in top 521.4%

AVSCStockSCHD

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: AVSC, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

AVSC0.25%$25

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

Yields: AVSC, SCHD, IJH

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+22.9%Year to dateJan 1 → Nov 10+33.8%

+28.3%1 yearTotal return+38.8%

+18.8%3 years · per year$10,000 became $16,752 · $17,062+19.5%

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

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $294 a year on $10k2.94%

−8.1%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.8%

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

0–7SCHD wins

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

0.4%LIVNnot top 5

0.4%FTDRnot top 5

0.3%CONnot top 5

0.3%HAEnot top 5

0.3%SAICnot top 5

Held in common1.9%

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

AVSC vs SCHD Returns, Every Period

1Y

AvantisAVSC

+28.3%

past year

SCHDSchwab

+38.8%

past year

AVSCSCHDFaded: behind in that period

0–3SCHD wins

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

Stocks vs Income: AVSC vs SCHD

YTD

AvantisAVSC

+22.9%

SCHDSchwab

+33.8%

+22.9%Year to date+33.8%

−8.1%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.8%

1.0%Yield2.9%

$3.2BAssets$123B

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

IJH1.22%$122

AVSC0.98%$98

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

IJH$122 − $5 = $117

AVSC$98 − $25 = $73

KeptFee

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

Overlap: AVSC, SCHD, IJH

Today

10.7%most shared, AVSC and IJH

AVSCSCHDIJH

AVSC—1.9%10.7%

SCHD1.9%—3.5%

IJH10.7%3.5%—

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

IJHWorst drop−8.8%15.7% vol

AVSCWorst drop−8.1%16.2% vol

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

Paid More vs Made More

YTD

SCHDAVSC

+33.8%Year to date+22.9%

2.9%Yield1.0%

+38.8%Past year+28.3%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AVSC, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three