AVLC vs SCHG

AAVLC

BSCHG

Measures won3–2AVLC wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SCHG $16,814

Lowest cost0.04%SCHG · $4 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common45.9%AVLC and SCHG

AVLC

SCHG

Avantis U.S. Large Cap Equity ETF · $1.5BSchwab U.S. Large-Cap Growth ETF · $59.7B

+22.4%3 years · per year$18,358 · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

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

0.90%12-mo yield$90 · $42 on $10k0.42%

−8.0%Worst dropSmaller wins−15.0%

14.4%VolatilityLower wins17.8%

3–2AVLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · SCHG

6.0%AAPL12.6%

5.4%MSFT10.0%

4.7%NVDA11.0%

4.0%AMZN6.4%

Held in common45.9%

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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
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%	$1.5B

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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
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%	$1.5B

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 SCHG

AVLC

Avantis U.S. Large Cap Equity

[…]

SCHG

Schwab U.S. Large-Cap Growth

$16,814

MeasureAVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.90%0.42%

5 years, per year[…]+11.0%

3 years, per year+22.4%+22.7%

Worst drop · 1Y−8.0%−15.0%

Volatility · 1Y14.4%17.8%

3–2measures won
AVLC first

45.9%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: AVLC, SCHG, SPY

Today

73.9%most shared, AVLC and SPY

AVLCSCHGSPY

AVLC—45.9%73.9%

SCHG45.9%—56.5%

SPY73.9%56.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

SCHG$42 − $4 = $38

KeptFee

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