Compare · 3 funds side by side · dividends reinvested

AVUS, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,478AVUS · best of the three

02 / 04

AVUS, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.94%+15.2%+17.1%+23.9%+11.8%−7.8%12.5%$14.6B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: AVUS 2019 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.6B$17,478

AVUS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 38.3% in common

AVUSMeasureVIG

+15.2%Year to dateJan 1 → Nov 3+14.0%

+17.1%1 yearTotal return+15.9%

+23.9%3 years · per year$10,000 became $19,000 · $17,369+20.2%

+11.8%5 years · per year$10,000 became $17,478 · $16,495+10.5%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.94%Trailing 12-mo yield$94 · $147 a year on $10k1.47%

−7.8%Worst dropSmaller is better−7.9%

12.5%VolatilityLower is calmer10.0%

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

5–3AVUS wins

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

More Ways to See the Pairs

AVUS vs VIG: Top 5 Holdings

Today

AVUS

21.1%in top 5

VIG

in top 522.1%

AVUSStockVIG

5.8%AAPL4.9%

5.2%NVDAnot top 5

4.6%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.3%AMZNnot top 5

2.1%METAnot top 5

Held in common38.3%

End-of-day Nov 3, 2026 · share of each fund

AVUS vs VIG Returns, Every Period

AvantisAVUS

+11.8%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

AVUSVIGFaded: behind in that period

4–0AVUS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AVUS vs SCHD

YTD

AvantisAVUS

+15.2%

SCHDSchwab

+32.8%

+15.2%Year to date+32.8%

−7.8%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.4%

0.9%Yield3.0%

$14.6BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AVUS0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVUS, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

AVUS0.94%$94

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

AVUS$94 − $15 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVUS, SCHD, VIG

Today

38.3%most shared, AVUS and VIG

AVUSSCHDVIG

AVUS—9.2%38.3%

SCHD9.2%—14.5%

VIG38.3%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

AVUSWorst drop−7.8%12.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAVUS

+32.8%Year to date+15.2%

3.0%Yield0.9%

+37.6%Past year+17.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026