AVLC vs SCHG

AAVLC

BSCHG

Measures won3–2AVLC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHG $16,740

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common46.5%AVLC and SCHG

AVLC

SCHG

Avantis U.S. Large Cap Equity ETF · $1.6BSchwab U.S. Large-Cap Growth ETF · $59.1B

+22.8%3 years · per year$18,520 · $18,547+22.9%

[…]5 years · per year[…] · $16,740+10.9%

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%

14.5%VolatilityLower wins17.8%

3–2AVLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · SCHG

5.9%AAPL12.1%

5.4%MSFT9.8%

5.0%NVDA11.5%

3.9%AMZN6.2%

Held in common46.5%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$59.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	−4.3%	+11.6%	+14.1%	+22.8%	new	−8.0%	$1.6B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$59.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	−4.3%	+11.6%	+14.1%	+22.8%	new	−8.0%	$1.6B

End-of-day Nov 5, 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

$16,740

MeasureAVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.90%0.42%

5 years, per year[…]+10.9%

3 years, per year+22.8%+22.9%

Worst drop · 1Y−8.0%−15.0%

Volatility · 1Y14.5%17.8%

3–2measures won
AVLC first

46.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: AVLC, SCHG, VOO

Today

73.0%most shared, AVLC and VOO

AVLCSCHGVOO

AVLC—46.5%73.0%

SCHG46.5%—59.4%

VOO73.0%59.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

AVLC$90 − $15 = $75

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee