Compare · 2 funds side by side · dividends reinvested

SCHG and AVLV

SCHGSchwab×AVLVAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,131AVLV · best of the two

02 / 04

SCHG and AVLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.10%+24.8%+30.5%+25.2%+13.9%−6.4%11.7%$22.6B1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.7B1.8

Rank among the two1st → 2ndFee, 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: SCHG 2009 · AVLV 2021

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Growth ETF · $61.7B$17,712

SCHG

AVLV

Avantis U.S. Large Cap Value ETF · $22.6B$19,131

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

SCHGMeasureAVLV

+5.5%Year to dateJan 1 → Nov 3+24.8%

+3.2%1 yearTotal return+30.5%

+25.4%3 years · per year$10,000 became $19,730 · $19,607+25.2%

+12.1%5 years · per year$10,000 became $17,712 · $19,131+13.9%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

0.41%Trailing 12-mo yield$41 · $110 a year on $10k1.10%

−16.0%Worst dropSmaller is better−6.4%

16.9%VolatilityLower is calmer11.7%

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

2–6AVLV wins

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

More Ways to See the Pairs

SCHG vs AVLV: Top 5 Holdings

Today

SCHG

42.9%in top 5

AVLV

in top 514.5%

SCHGStockAVLV

12.0%AAPL2.8%

11.9%NVDAnot top 5

9.1%MSFT3.3%

5.8%AMZN2.8%

4.1%AVGOnot top 5

not top 5META2.8%

not top 5LLY2.8%

Held in common21.9%

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

SCHG vs AVLV Returns, Every Period

SchwabSCHG

+12.1%

5 years, per year

AVLVAvantis

+13.9%

5 years, per year

SCHGAVLVFaded: behind in that period

1–3AVLV wins

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

SCHG vs AVLV

YTD

SchwabSCHG

+5.5%

AVLVAvantis

+24.8%

+5.5%Year to date+24.8%

−16.0%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y11.7%

0.4%Yield1.1%

$61.7BAssets$22.6B

4–0AVLV wins

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

Cost, Income and Risk

Fees: SCHG, AVLV

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

AVLV0.15%$15

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

Yields: SCHG, AVLV

1.10%highest, AVLV

FundTrailing yieldYield$10k

AVLV1.10%$110

SCHG0.41%$41

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

Income After Fees on $10,000

$95most kept, AVLV

AVLV$110 − $15 = $95

SCHG$41 − $4 = $37

KeptFee

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

Overlap: SCHG, AVLV

Today

21.9%most shared, SCHG and AVLV

SCHGAVLV

SCHG—21.9%

AVLV21.9%—

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

Return vs Bumpiness: 2 ETFs

+30.5%AVLV, at 11.7% volatility

AVLVWorst drop−6.4%11.7% vol

SCHGWorst drop−16.0%16.9% vol

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

Paid More vs Made More

YTD

AVLVSCHG

+24.8%Year to date+5.5%

1.1%Yield0.4%

+30.5%Past year+3.2%

0.15%Fee0.04%

3–1AVLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$392BAssets$61.7B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

2–0SCHD 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%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026