AVLC vs SCHD

AAVLC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.2%AVLC and SCHD

AVLC

SCHD

Avantis U.S. Large Cap Equity ETF · $1.6BSchwab U.S. Dividend Equity ETF · $120B

+22.4%3 years · per year$18,358 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.90%12-mo yield$90 · $300 on $10k3.00%

−8.0%Worst dropSmaller wins−6.9%

14.4%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · SCHD

0.7%CVX4.0%

0.6%MRK3.8%

0.5%COP3.9%

0.5%VZ3.6%

Held in common9.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVLC vs SCHD

AVLC

Avantis U.S. Large Cap Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAVLCSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.90%3.00%

5 years, per year[…]+10.2%

3 years, per year+22.4%+20.0%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y14.4%11.7%

4–1measures won
SCHD first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVLC, SCHD, SPY

Today

73.9%most shared, AVLC and SPY

AVLCSCHDSPY

AVLC—9.2%73.9%

SCHD9.2%—8.7%

SPY73.9%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee