SCHG vs AVLV

ASCHG

BAVLV

Measures won2–4AVLV 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%SCHG and AVLV

SCHG

AVLV

Schwab U.S. Large-Cap Growth ETF · $61.1BAvantis U.S. Large Cap Value ETF · $22.6B

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

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

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

0.41%12-mo yield$41 · $110 on $10k1.10%

−16.0%Worst dropSmaller wins−6.4%

16.9%VolatilityLower wins11.7%

2–4AVLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · AVLV

9.1%MSFT3.3%

3.8%META2.8%

5.8%AMZN2.8%

3.2%LLY2.8%

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	BAVLV	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	ASCHG	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	BAVLV	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	ASCHG	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

SCHG vs AVLV

SCHG

Schwab U.S. Large-Cap Growth

$17,712

AVLV

Avantis U.S. Large Cap Value

$19,131

MeasureSCHGAVLV

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield0.41%1.10%

5 years, per year+12.1%+13.9%

3 years, per year+25.4%+25.2%

Worst drop · 1Y−16.0%−6.4%

Volatility · 1Y16.9%11.7%

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: SCHG, AVLV

Today

21.9%most shared, SCHG and AVLV

SCHGAVLV

SCHG—21.9%

AVLV21.9%—

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