AVLV vs SCHV

AAVLV

BSCHV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,707AVLV · SCHV $16,047

Lowest cost0.04%SCHV · $4 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common26.7%AVLV and SCHV

AVLV

SCHV

Avantis U.S. Large Cap Value ETF · $23.0BSchwab U.S. Large-Cap Value ETF · $15.4B

+23.2%3 years · per year$18,718 · $17,361+20.2%

+13.3%5 years · per year$18,707 · $16,047+9.9%

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

1.12%12-mo yield$112 · $185 on $10k1.85%

−6.4%Worst dropSmaller wins−6.9%

12.2%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAVLV · SCHV

2.8%JPM3.0%

2.4%XOM2.3%

1.0%CVX1.4%

1.1%NFLX0.9%

Held in common26.7%

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

Both

5Y2 funds

#			Trend
1	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk		0.15%	1.12%	−0.6%	+21.8%	+27.5%	+23.2%	+13.3%	−6.4%	$23.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

End-of-day Nov 6, 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%	1.12%	−0.6%	+21.8%	+27.5%	+23.2%	+13.3%	−6.4%	$23.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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

AVLV vs SCHV

AVLV

Avantis U.S. Large Cap Value

$18,707

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureAVLVSCHV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.12%1.85%

5 years, per year+13.3%+9.9%

3 years, per year+23.2%+20.2%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y12.2%11.8%

3–3measures won
level

26.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVLV, SCHV

Today

26.7%most shared, AVLV and SCHV

AVLVSCHV

AVLV—26.7%

SCHV26.7%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

AVLV$112 − $15 = $97

KeptFee

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