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%$61.1B1.8

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

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

AVLV

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

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

AVLVMeasureSCHG

+24.8%Year to dateJan 1 → Nov 3+5.5%

+30.5%1 yearTotal return+3.2%

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

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

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

1.10%Trailing 12-mo yield$110 · $41 a year on $10k0.41%

−6.4%Worst dropSmaller is better−16.0%

11.7%VolatilityLower is calmer16.9%

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

6–2AVLV wins

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

More Ways to See the Pairs

AVLV vs SCHG: Top 5 Holdings

Today

AVLV

14.5%in top 5

SCHG

in top 542.9%

AVLVStockSCHG

2.8%AAPL12.0%

not top 5NVDA11.9%

3.3%MSFT9.1%

2.8%AMZN5.8%

not top 5AVGO4.1%

2.8%METAnot top 5

2.8%LLYnot top 5

Held in common21.9%

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

AVLV vs SCHG Returns, Every Period

AvantisAVLV

+13.9%

5 years, per year

SCHGSchwab

+12.1%

5 years, per year

AVLVSCHGFaded: behind in that period

3–1AVLV wins

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

AVLV vs SCHG

YTD

AvantisAVLV

+24.8%

SCHGSchwab

+5.5%

+24.8%Year to date+5.5%

−6.4%Worst drop · 1Y−16.0%

11.7%Volatility · 1Y16.9%

1.1%Yield0.4%

$22.6BAssets$61.1B

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

$233BAssets$61.1B

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$109B

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%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026