AVSC vs SCHD5YAVSCAVSCAvsBSCHDSCHDAvantis U.S. Small Cap Equity ETF · $3.2BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+19.4%3 years · per year$17,035 · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%0.97%12-mo yield$97 · $293 on $10k
Overlap: AVSC, SCHD, VOToday6.9%most shared, SCHD and VOAVSCSCHDVOAVSC—1.8%0.0%SCHD1.8%—6.9%VO0.0%6.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AVSC vs SCHD5YAAVSCAvantis U.S. Small Cap Equity[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureAVSCSCHDFee0.25%0.06%Cost on $10k a year$25$6Yield0.97%2.93%5 years, per year[…]+10.4%3 years, per year+19.4%+19.9%Worst drop · 1Y−8.1%−6.9%Volatility · 1Y16.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.97%+0.6%+23.6%+27.6%+19.4%new−8.1%$3.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.97%+0.6%+23.6%+27.6%+19.4%new−8.1%$3.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: AVSC, SCHD, VOToday6.9%most shared, SCHD and VOAVSCSCHDVOAVSC—1.8%0.0%SCHD1.8%—6.9%VO0.0%6.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VO$133 − $3 = $130AVSC$97 − $25 = $72KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee