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 10 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
18
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 18 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.