Compare · 2 funds side by side · dividends reinvested

SCHV and AVLV

SCHVSchwab×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

SCHV 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%$22.6B1.4

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B1.6

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: SCHV 2009 · AVLV 2021

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.7B$16,273

SCHV

AVLV

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

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

SCHVMeasureAVLV

+18.4%Year to dateJan 1 → Nov 3+24.8%

+22.0%1 yearTotal return+30.5%

+21.9%3 years · per year$10,000 became $18,095 · $19,607+25.2%

+10.2%5 years · per year$10,000 became $16,273 · $19,131+13.9%

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

1.81%Trailing 12-mo yield$181 · $110 a year on $10k1.10%

−6.9%Worst dropSmaller is better−6.4%

11.3%VolatilityLower is calmer11.7%

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

3–5AVLV wins

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

More Ways to See the Pairs

SCHV vs AVLV: Top 5 Holdings

Today

SCHV

12.8%in top 5

AVLV

in top 514.5%

SCHVStockAVLV

3.4%BRK-Bnot top 5

not top 5MSFT3.3%

3.0%JPMnot top 5

not top 5META2.8%

not top 5AMZN2.8%

not top 5LLY2.8%

not top 5AAPL2.8%

2.4%XOMnot top 5

2.1%JNJnot top 5

1.9%WMTnot top 5

Held in common26.4%

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

SCHV vs AVLV Returns, Every Period

SchwabSCHV

+10.2%

5 years, per year

AVLVAvantis

+13.9%

5 years, per year

SCHVAVLVFaded: behind in that period

0–4AVLV wins

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

SCHV vs AVLV

YTD

SchwabSCHV

+18.4%

AVLVAvantis

+24.8%

+18.4%Year to date+24.8%

−6.9%Worst drop · 1Y−6.4%

11.3%Volatility · 1Y11.7%

1.8%Yield1.1%

$15.7BAssets$22.6B

2–2level

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

Cost, Income and Risk

Fees: SCHV, AVLV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

AVLV0.15%$15

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

Yields: SCHV, AVLV

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

AVLV1.10%$110

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

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

AVLV$110 − $15 = $95

KeptFee

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

Overlap: SCHV, AVLV

Today

26.4%most shared, SCHV and AVLV

SCHVAVLV

SCHV—26.4%

AVLV26.4%—

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

SCHVWorst drop−6.9%11.3% vol

AVLVWorst drop−6.4%11.7% vol

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

Paid More vs Made More

YTD

SCHVAVLV

+18.4%Year to date+24.8%

1.8%Yield1.1%

+22.0%Past year+30.5%

0.04%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$252BAssets$15.7B

1–0VTV wins

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