SCHX vs AVLV

ASCHX

BAVLV

Measures won1–5AVLV wins · of 6 · 5Y

$10,000 · 5Y$19,131AVLV · SCHX $17,217

Lowest cost0.03%SCHX · $3 on $10k

Most income1.10%AVLV · $110 on $10k

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

Held in common29.6%SCHX and AVLV

SCHX

AVLV

Schwab U.S. Large-Cap ETF · $72.9BAvantis U.S. Large Cap Value ETF · $22.6B

+24.0%3 years · per year$19,063 · $19,607+25.2%

+11.5%5 years · per year$17,217 · $19,131+13.9%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.05%12-mo yield$105 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−6.4%

12.9%VolatilityLower wins11.7%

1–5AVLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHX · AVLV

5.5%MSFT3.3%

3.5%AMZN2.8%

7.2%AAPL2.8%

1.9%META2.8%

Held in common29.6%

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	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B

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	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B

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

SCHX vs AVLV

SCHX

Schwab U.S. Large-Cap

$17,217

AVLV

Avantis U.S. Large Cap Value

$19,131

MeasureSCHXAVLV

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.05%1.10%

5 years, per year+11.5%+13.9%

3 years, per year+24.0%+25.2%

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y12.9%11.7%

4–1measures won
AVLV first

29.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHX, AVLV

Today

29.6%most shared, SCHX and AVLV

SCHXAVLV

SCHX—29.6%

AVLV29.6%—

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

AVLV$110 − $15 = $95

KeptFee

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