Compare · 4 funds side by side · dividends reinvested

AVUS, SCHD, VIG and VUG

AVUSAvantis×SCHDSchwab×VIGVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,973AVUS · best of the four

02 / 04

AVUS, SCHD, VIG and VUG, 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%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.96%+12.0%+15.0%+22.0%+11.2%−7.8%13.2%$14.7B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.3

Rank among the four1st → 4thFee, 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: AVUS 2019 · SCHD 2011 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.7B$16,973

AVUS

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

AVUSMeasureSCHD

+12.0%Year to dateJan 1 → Nov 5+32.3%

+15.0%1 yearTotal return+38.7%

+22.0%3 years · per year$10,000 became $18,169 · $17,414+20.3%

+11.2%5 years · per year$10,000 became $16,973 · $16,375+10.4%

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

0.96%Trailing 12-mo yield$96 · $298 a year on $10k2.98%

−7.8%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

AVUS vs SCHD: Top 5 Holdings

Today

AVUS

21.7%in top 5

SCHD

in top 521.7%

AVUSStockSCHD

5.9%AAPLnot top 5

5.1%NVDAnot top 5

4.9%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%AMZNnot top 5

2.2%METAnot top 5

Held in common9.1%

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

AVUS vs SCHD Returns, Every Period

AvantisAVUS

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

AVUSSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: AVUS vs SCHD

YTD

AvantisAVUS

+12.0%

SCHDSchwab

+32.3%

+12.0%Year to date+32.3%

−7.8%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.7%

1.0%Yield3.0%

$14.7BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AVUS, SCHD, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

AVUS0.15%$15

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

Yields: AVUS, SCHD, VIG, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

AVUS0.96%$96

VUG0.43%$43

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

AVUS$96 − $15 = $81

VUG$43 − $3 = $40

KeptFee

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

Overlap: AVUS, SCHD, VIG, VUG

Today

40.9%most shared, AVUS and VUG

AVUSSCHDVIGVUG

AVUS—9.1%38.5%40.9%

SCHD9.1%—14.5%0.8%

VIG38.5%14.5%—26.4%

VUG40.9%0.8%26.4%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

AVUSWorst drop−7.8%13.2% vol

VUGWorst drop−15.1%19.0% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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