Compare · 3 funds side by side · dividends reinvested

AVSU, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

AVSU, SCHD and VIG, 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.0

Avantis Responsible U.S. Equity ETFUS Stock Styles · Large cap0.15%0.92%+12.3%+16.0%+22.4%[…]−10.1%15.0%$480M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVSU 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Responsible U.S. Equity ETF · $480M[…]

AVSU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

AVSUMeasureSCHD

+12.3%Year to dateJan 1 → Nov 5+32.3%

+16.0%1 yearTotal return+38.7%

+22.4%3 years · per year$10,000 became $18,317 · $17,414+20.3%

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

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.92%Trailing 12-mo yield$92 · $298 a year on $10k2.98%

−10.1%Worst dropSmaller is better−6.9%

15.0%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

AVSU vs SCHD: Top 5 Holdings

Today

AVSU

23.0%in top 5

SCHD

in top 521.7%

AVSUStockSCHD

6.4%AAPLnot top 5

5.3%MSFTnot top 5

5.2%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%AMZNnot top 5

2.3%METAnot top 5

Held in common8.8%

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

AVSU vs SCHD Returns, Every Period

AvantisAVSU

+16.0%

past year

SCHDSchwab

+38.7%

past year

AVSUSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: AVSU vs SCHD

YTD

AvantisAVSU

+12.3%

SCHDSchwab

+32.3%

+12.3%Year to date+32.3%

−10.1%Worst drop · 1Y−6.9%

15.0%Volatility · 1Y11.7%

0.9%Yield3.0%

$480MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AVSU, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AVSU0.15%$15

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

Yields: AVSU, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

AVSU0.92%$92

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

AVSU$92 − $15 = $77

KeptFee

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

Overlap: AVSU, SCHD, VIG

Today

37.7%most shared, AVSU and VIG

AVSUSCHDVIG

AVSU—8.8%37.7%

SCHD8.8%—14.5%

VIG37.7%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

AVSUWorst drop−10.1%15.0% vol

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

Paid More vs Made More

YTD

SCHDVIG

+32.3%Year to date+12.5%

3.0%Yield1.5%

+38.7%Past year+15.2%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026