AVLC vs SCHG

AAVLC

BSCHG

Measures won3–2AVLC wins · of 6 · 5Y

$10,000 · 5Y$17,712SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income0.88%AVLC · $88 on $10k

Smallest drop−8.0%AVLC · worst fall in 1Y

Held in common46.1%AVLC and SCHG

AVLC

SCHG

Avantis U.S. Large Cap Equity ETF · $1.6BSchwab U.S. Large-Cap Growth ETF · $61.1B

+24.8%3 years · per year$19,440 · $19,730+25.4%

[…]5 years · per year[…] · $17,712+12.1%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.88%12-mo yield$88 · $41 on $10k0.41%

−8.0%Worst dropSmaller wins−16.0%

13.8%VolatilityLower wins16.9%

3–2AVLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVLC · SCHG

5.8%AAPL12.0%

5.1%NVDA11.9%

5.0%MSFT9.1%

3.7%AMZN5.8%

Held in common46.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.88%	+0.2%	+15.0%	+16.2%	+24.8%	new	−8.0%	$1.6B

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

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.88%	+0.2%	+15.0%	+16.2%	+24.8%	new	−8.0%	$1.6B

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

Cards for this view

AVLC vs SCHG

AVLC

Avantis U.S. Large Cap Equity

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,712

MeasureAVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.88%0.41%

5 years, per year[…]+12.1%

3 years, per year+24.8%+25.4%

Worst drop · 1Y−8.0%−16.0%

Volatility · 1Y13.8%16.9%

3–2measures won
AVLC first

46.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AVLC, SCHG

Today

46.1%most shared, AVLC and SCHG

AVLCSCHG

AVLC—46.1%

SCHG46.1%—

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

Income After Fees on $10,000

$73most kept, AVLC

AVLC$88 − $15 = $73

SCHG$41 − $4 = $37

KeptFee

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