AVLC vs SCHX

AAVLC

BSCHX

Measures won2–3SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHX $16,684

Lowest cost0.03%SCHX · $3 on $10k

Most income1.10%VOO · $110 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 · $1.5BSchwab U.S. Large-Cap ETF · $71.4B

+22.4%3 years · per year$18,358 · $18,059+21.8%

[…]5 years · per year[…] · $16,684+10.8%

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

0.90%12-mo yield$90 · $108 on $10k1.08%

−8.0%Worst dropSmaller wins−9.0%

14.4%VolatilityLower wins13.7%

2–3SCHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · SCHX

6.0%AAPL7.5%

5.4%MSFT5.9%

4.7%NVDA6.6%

4.0%AMZN3.8%

Held in common76.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B
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 SCHX

AVLC

Avantis U.S. Large Cap Equity

[…]

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureAVLCSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.90%1.08%

5 years, per year[…]+10.8%

3 years, per year+22.4%+21.8%

Worst drop · 1Y−8.0%−9.0%

Volatility · 1Y14.4%13.7%

3–2measures won
SCHX first

76.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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, SCHX, VOO

Today

90.3%most shared, SCHX and VOO

AVLCSCHXVOO

AVLC—76.0%72.3%

SCHX76.0%—90.3%

VOO72.3%90.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SCHX$108 − $3 = $105

AVLC$90 − $15 = $75

KeptFee

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