Compare · 3 funds side by side · dividends reinvested

AVSC, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

AVSC, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.6

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%1.00%+20.2%+25.5%+20.3%[…]−8.1%16.1%$3.3B2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVSC 2022 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.3B[…]

AVSC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

AVSCMeasureSCHD

+20.2%Year to dateJan 1 → Nov 5+32.3%

+25.5%1 yearTotal return+38.7%

+20.3%3 years · per year$10,000 became $17,409 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.00%Trailing 12-mo yield$100 · $298 a year on $10k2.98%

−8.1%Worst dropSmaller is better−6.9%

16.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

AVSC vs SCHD: Top 5 Holdings

Today

AVSC

1.8%in top 5

SCHD

in top 521.7%

AVSCStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.4%LIVNnot top 5

0.4%CONnot top 5

0.3%HAEnot top 5

0.3%ANFnot top 5

0.3%TENBnot top 5

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

AVSC vs SCHD Returns, Every Period

AvantisAVSC

+25.5%

past year

SCHDSchwab

+38.7%

past year

AVSCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVSC vs SCHD

YTD

AvantisAVSC

+20.2%

SCHDSchwab

+32.3%

+20.2%Year to date+32.3%

−8.1%Worst drop · 1Y−6.9%

16.1%Volatility · 1Y11.7%

1.0%Yield3.0%

$3.3BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

AVSC0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVSC, SCHD, VTV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

AVSC1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

AVSC$100 − $25 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVSC, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

AVSCSCHDVTV

AVSC—1.8%0.0%

SCHD1.8%—17.9%

VTV0.0%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

AVSCWorst drop−8.1%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVSC

+32.3%Year to date+20.2%

3.0%Yield1.0%

+38.7%Past year+25.5%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026