AVLC vs SCHD

AAVLC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common9.1%AVLC and SCHD

AVLC

SCHD

Avantis U.S. Large Cap Equity ETF · $1.5BSchwab U.S. Dividend Equity ETF · $122B

+22.7%3 years · per year$18,475 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

0.88%12-mo yield$88 · $296 on $10k2.96%

−8.0%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVLC · SCHD

0.7%CVX4.0%

0.6%MRK3.8%

0.5%COP3.9%

0.5%VZ3.6%

Held in common9.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	+2.5%	+14.6%	+17.8%	+22.7%	new	−8.0%	$1.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	+2.5%	+14.6%	+17.8%	+22.7%	new	−8.0%	$1.5B

End-of-day Nov 9, 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

$16,459

MeasureAVLCSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.88%2.96%

5 years, per year[…]+10.5%

3 years, per year+22.7%+19.6%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y14.6%11.8%

4–1measures won
SCHD first

9.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AVLC, SCHD, VOO, IVV

Today

92.7%most shared, VOO and IVV

AVLCSCHDVOOIVV

AVLC—9.1%72.6%74.0%

SCHD9.1%—7.6%8.6%

VOO72.6%7.6%—92.7%

IVV74.0%8.6%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

AVLC$88 − $15 = $73

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee