AVNM vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. AVNM delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricAVNMSCHQ
Fund FamilyAvantis InvestorsCharles Schwab Asset Management
Expense Ratio0.31%0.03%
AUM$557M$923M
Dividend Yield2.44%4.43%
Holdings Count997
Inception Date2023-06-272019-10-10
Investment StyleLarge Cap ValueLong Term Government Bond
1-Month Return+6.56%-0.06%
YTD Return+11.82%+0.09%
1-Year Return+47.16%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score7561
Momentum Score8525
Value Score7173

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or SCHQ?

AVNM has an expense ratio of 0.31% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do AVNM and SCHQ hold the same stocks?

AVNM and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or SCHQ?

Over the past year, AVNM returned +47.16% while SCHQ returned +4.22%. AVNM outperformed over this period. Past performance does not guarantee future results.