AVLV vs SCHD

AAVLV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,846AVLV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%AVLV · worst fall in 1Y

Held in common12.0%AVLV and SCHD

AVLV

SCHD

Avantis U.S. Large Cap Value ETF · $23.0BSchwab U.S. Dividend Equity ETF · $120B

+23.8%3 years · per year$18,986 · $17,414+20.3%

+13.5%5 years · per year$18,846 · $16,375+10.4%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $298 on $10k2.98%

−6.4%Worst dropSmaller wins−6.9%

12.2%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAVLV · SCHD

1.6%VZ3.5%

1.1%COP3.8%

1.1%QCOM3.9%

1.1%TGT1.7%

Held in common12.0%

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

Both

5Y2 funds

#			Trend
1	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk		0.15%	1.11%	−3.3%	+22.6%	+29.5%	+23.8%	+13.5%	−6.4%	$23.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

Both

5Y2 funds

#			Trend
1	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk		0.15%	1.11%	−3.3%	+22.6%	+29.5%	+23.8%	+13.5%	−6.4%	$23.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

AVLV vs SCHD

AVLV

Avantis U.S. Large Cap Value

$18,846

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAVLVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.11%2.98%

5 years, per year+13.5%+10.4%

3 years, per year+23.8%+20.3%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y12.2%11.7%

3–3measures won
level

12.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: AVLV, SCHD

Today

12.0%most shared, AVLV and SCHD

AVLVSCHD

AVLV—12.0%

SCHD12.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

AVLV$111 − $15 = $96

KeptFee

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