Compare · 3 funds side by side · dividends reinvested

AVUS, SCHD and VUG

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

02 / 04

AVUS, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.93%+16.8%+18.5%+24.0%+12.4%−7.8%12.5%$14.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVUS 2019 · SCHD 2011 · 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

+16.8%Year to dateJan 1 → Nov 5+35.3%

+18.5%1 yearTotal return+41.6%

+24.0%3 years · per year$10,000 became $19,063 · $17,908+21.4%

+12.4%5 years · per year$10,000 became $17,912 · $16,881+11.0%

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

0.93%Trailing 12-mo yield$93 · $291 a year on $10k2.91%

−7.8%Worst dropSmaller is better−6.9%

12.5%VolatilityLower is calmer11.5%

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

+12.4%

5 years, per year

SCHDSchwab

+11.0%

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

+16.8%

SCHDSchwab

+35.3%

+16.8%Year to date+35.3%

−7.8%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.5%

0.9%Yield2.9%

$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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

AVUS0.15%$15

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

Yields: AVUS, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

AVUS0.93%$93

VUG0.40%$40

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AVUS$93 − $15 = $78

VUG$40 − $3 = $37

KeptFee

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

Overlap: AVUS, SCHD, VUG

Today

40.9%most shared, AVUS and VUG

AVUSSCHDVUG

AVUS—9.1%40.9%

SCHD9.1%—0.8%

VUG40.9%0.8%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

AVUSWorst drop−7.8%12.5% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDAVUS

+35.3%Year to date+16.8%

2.9%Yield0.9%

+41.6%Past year+18.5%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026