AVDE vs SCHD
Avantis International Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. AVDE offers more diversification with 3,289 holdings.
Side-by-Side Comparison
| Metric | AVDE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.06% | |
| AUM | $19.0B | $108.7B | |
| Dividend Yield | 2.40% | 3.13% | |
| Holdings | 3,289 | 104 | |
| YTD Return | +15.00% | +26.54% | |
| 1Y Return | +26.26% | +30.90% | |
| 3Y Return (annualized) | +21.43% | +16.29% | |
| 5Y Return (annualized) | +10.84% | +9.65% | |
| Volatility (annualized) | 17.2% | 13.6% | |
| Max Drawdown | -37.0% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | Oct 20, 2011 |
AVDE vs SCHD Performance
Avantis International Equity ETF (AVDE) is a ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVDE returned +26.26% while SCHD returned +30.90%. Year to date, AVDE is up 15.00% versus a gain of 26.54% for SCHD.
Over three years, AVDE compounded at +21.43% per year against +16.29% for SCHD; over five years the annualized figures are +10.84% and +9.65% respectively. Across the full 7-year window we track, AVDE has the edge at +12.06% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVDE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -37.0% for AVDE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVDE charges 0.23% per year while SCHD charges 0.06%. On a $10,000 position that is $23 vs $6 annually, a gap of $17 per year that compounds over a long holding period. On income, AVDE currently yields 2.40% against 3.13% for SCHD.
Holdings Overlap
AVDE and SCHD share 0 holdings out of 1524 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVDE or SCHD?
AVDE has an expense ratio of 0.23% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, AVDE or SCHD?
Over the past year AVDE returned +26.26% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AVDE annualized +12.06% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVDE or SCHD?
AVDE has been the more volatile fund at 17.2% annualized versus 13.6% for SCHD. Worst drawdown: AVDE -37.0% vs SCHD -33.4%.
Should I hold both AVDE and SCHD?
AVDE and SCHD have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVDE and SCHD?
AVDE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1524 unique securities.
Which pays a higher dividend, AVDE or SCHD?
AVDE yields 2.40% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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