Compare · 3 funds side by side · dividends reinvested

SCHX, AVLV and SPY

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

02 / 04

SCHX, AVLV and SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.3

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B2.5

Rank among the three1st → 3rdFee, 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: SCHX 2009 · AVLV 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap ETF · $72.9B$17,217

SCHX

AVLV

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

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

SCHXMeasureAVLV

+11.3%Year to dateJan 1 → Nov 3+24.8%

+11.4%1 yearTotal return+30.5%

+24.0%3 years · per year$10,000 became $19,063 · $19,607+25.2%

+11.5%5 years · per year$10,000 became $17,217 · $19,131+13.9%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.05%Trailing 12-mo yield$105 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−6.4%

12.9%VolatilityLower is calmer11.7%

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

1–7AVLV wins

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

More Ways to See the Pairs

SCHX vs AVLV: Top 5 Holdings

Today

SCHX

25.7%in top 5

AVLV

in top 514.5%

SCHXStockAVLV

7.2%AAPL2.8%

7.1%NVDAnot top 5

5.5%MSFT3.3%

3.5%AMZN2.8%

not top 5META2.8%

not top 5LLY2.8%

2.4%GOOGLnot top 5

Held in common29.6%

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

SCHX vs AVLV Returns, Every Period

SchwabSCHX

+11.5%

5 years, per year

AVLVAvantis

+13.9%

5 years, per year

SCHXAVLVFaded: behind in that period

0–4AVLV wins

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

SCHX vs AVLV

YTD

SchwabSCHX

+11.3%

AVLVAvantis

+24.8%

+11.3%Year to date+24.8%

−9.0%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y11.7%

1.1%Yield1.1%

$72.9BAssets$22.6B

3–0AVLV wins

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

Cost, Income and Risk

Fees: SCHX, AVLV, SPY

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SPY0.09%$9

AVLV0.15%$15

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

Yields: SCHX, AVLV, SPY

1.10%highest, AVLV

FundTrailing yieldYield$10k

AVLV1.10%$110

SCHX1.05%$105

SPY1.01%$101

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

AVLV$110 − $15 = $95

SPY$101 − $9 = $92

KeptFee

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

Overlap: SCHX, AVLV, SPY

Today

94.2%most shared, SCHX and SPY

SCHXAVLVSPY

SCHX—29.6%94.2%

AVLV29.6%—29.4%

SPY94.2%29.4%—

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

Return vs Bumpiness: 3 ETFs

+30.5%AVLV, at 11.7% volatility

AVLVWorst drop−6.4%11.7% vol

SPYWorst drop−8.9%12.8% vol

SCHXWorst drop−9.0%12.9% vol

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

Paid More vs Made More

YTD

AVLVSPY

+24.8%Year to date+11.5%

1.1%Yield1.0%

+30.5%Past year+11.8%

0.15%Fee0.09%

3–1AVLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

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