Compare · 2 funds side by side · dividends reinvested

AVUV and SCHD

AVUVAvantis×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,621AVUV · best of the two

02 / 04

AVUV and SCHD, 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%$123B1.1

Avantis U.S. Small Cap Value ETFUS Stock Styles · Small cap0.25%1.26%+19.4%+26.5%+19.5%+10.7%−8.2%15.2%$32.3B1.9

Rank among the two1st → 2ndFee, 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: AVUV 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Value ETF · $32.3B$16,621

AVUV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

AVUVMeasureSCHD

+19.4%Year to dateJan 1 → Nov 5+32.3%

+26.5%1 yearTotal return+38.7%

+19.5%3 years · per year$10,000 became $17,080 · $17,414+20.3%

+10.7%5 years · per year$10,000 became $16,621 · $16,375+10.4%

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

1.26%Trailing 12-mo yield$126 · $298 a year on $10k2.98%

−8.2%Worst dropSmaller is better−6.9%

15.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

AVUV vs SCHD: Top 5 Holdings

Today

AVUV

4.4%in top 5

SCHD

in top 521.7%

AVUVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.0%GATXnot top 5

0.9%LYFTnot top 5

0.9%MATXnot top 5

0.8%Mnot top 5

0.8%CROXnot top 5

Held in common1.4%

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

AVUV vs SCHD Returns, Every Period

AvantisAVUV

+10.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

AVUVSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: AVUV vs SCHD

YTD

AvantisAVUV

+19.4%

SCHDSchwab

+32.3%

+19.4%Year to date+32.3%

−8.2%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.7%

1.3%Yield3.0%

$32.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AVUV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AVUV0.25%$25

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

Yields: AVUV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

AVUV1.26%$126

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

AVUV$126 − $25 = $101

KeptFee

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

Overlap: AVUV, SCHD

Today

1.4%most shared, AVUV and SCHD

AVUVSCHD

AVUV—1.4%

SCHD1.4%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AVUVWorst drop−8.2%15.2% vol

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

Paid More vs Made More

YTD

SCHDAVUV

+32.3%Year to date+19.4%

3.0%Yield1.3%

+38.7%Past year+26.5%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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