AVLC vs SCHX

AAVLC

BSCHX

Measures won2–3SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,217SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.05%SCHX · $105 on $10k

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

Held in common76.0%AVLC and SCHX

AVLC

SCHX

Avantis U.S. Large Cap Equity ETF · $1.6BSchwab U.S. Large-Cap ETF · $72.9B

+24.8%3 years · per year$19,440 · $19,063+24.0%

[…]5 years · per year[…] · $17,217+11.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $105 on $10k1.05%

−8.0%Worst dropSmaller wins−9.0%

13.8%VolatilityLower wins12.9%

2–3SCHX wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVLC · SCHX

5.8%AAPL7.2%

5.1%NVDA7.1%

5.0%MSFT5.5%

3.7%AMZN3.5%

Held in common76.0%

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
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 SCHX

AVLC

Avantis U.S. Large Cap Equity

[…]

SCHX

Schwab U.S. Large-Cap

$17,217

MeasureAVLCSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.88%1.05%

5 years, per year[…]+11.5%

3 years, per year+24.8%+24.0%

Worst drop · 1Y−8.0%−9.0%

Volatility · 1Y13.8%12.9%

3–2measures won
SCHX first

76.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AVLC, SCHX

Today

76.0%most shared, AVLC and SCHX

AVLCSCHX

AVLC—76.0%

SCHX76.0%—

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

AVLC$88 − $15 = $73

KeptFee

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