AVSE vs SCHQ

vs

Quick Verdict

SCHQ has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1485 holdings.

Side-by-Side Comparison

MetricAVSESCHQ
Fund FamilyAvantis InvestorsCharles Schwab Asset Management
Expense Ratio0.33%0.03%
AUM$13.5B$756M
Dividend Yield1.27%4.73%
Holdings Count2,40998
Inception Date2022-03-282019-10-10
Investment StyleSmall Cap BlendLong Term Government Bond
1-Month Return+58.74%+1.03%
YTD Return+94.93%+0.99%
1-Year Return+124.73%+2.87%
3-Year Return+45.14%-0.50%
5-Year Return--5.65%
10-Year Return--
Buy Score9766
Momentum Score10025
Value Score65-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1485
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AVSE or SCHQ?

AVSE has an expense ratio of 0.33% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do AVSE and SCHQ hold the same stocks?

AVSE and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 1485 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or SCHQ?

Over the past year, AVSE returned +124.73% while SCHQ returned +2.87%. AVSE outperformed over this period. Past performance does not guarantee future results.