AVLV vs SCHG

AAVLV

BSCHG

Measures won4–2AVLV wins · of 6 · 5Y

$10,000 · 5Y$19,131AVLV · SCHG $17,712

Lowest cost0.04%SCHG · $4 on $10k

Most income1.10%AVLV · $110 on $10k

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

Held in common21.9%AVLV and SCHG

AVLV

SCHG

Avantis U.S. Large Cap Value ETF · $22.6BSchwab U.S. Large-Cap Growth ETF · $61.1B

+25.2%3 years · per year$19,607 · $19,730+25.4%

+13.9%5 years · per year$19,131 · $17,712+12.1%

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

1.10%12-mo yield$110 · $41 on $10k0.41%

−6.4%Worst dropSmaller wins−16.0%

11.7%VolatilityLower wins16.9%

4–2AVLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVLV · SCHG

3.3%MSFT9.1%

2.8%META3.8%

2.8%AMZN5.8%

2.8%LLY3.2%

Held in common21.9%

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	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk		0.15%	1.10%	−0.3%	+24.8%	+30.5%	+25.2%	+13.9%	−6.4%	$22.6B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B

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	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk		0.15%	1.10%	−0.3%	+24.8%	+30.5%	+25.2%	+13.9%	−6.4%	$22.6B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B

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

AVLV vs SCHG

AVLV

Avantis U.S. Large Cap Value

$19,131

SCHG

Schwab U.S. Large-Cap Growth

$17,712

MeasureAVLVSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.10%0.41%

5 years, per year+13.9%+12.1%

3 years, per year+25.2%+25.4%

Worst drop · 1Y−6.4%−16.0%

Volatility · 1Y11.7%16.9%

4–2measures won
AVLV first

21.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: AVLV, SCHG

Today

21.9%most shared, AVLV and SCHG

AVLVSCHG

AVLV—21.9%

SCHG21.9%—

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

Income After Fees on $10,000

$95most kept, AVLV

AVLV$110 − $15 = $95

SCHG$41 − $4 = $37

KeptFee

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