AVDV vs SCHD
Avantis International Small Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVDV delivered stronger 1-year returns. AVDV offers more diversification with 1,704 holdings.
Side-by-Side Comparison
| Metric | AVDV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.06% | |
| AUM | $19.9B | $108.7B | |
| Dividend Yield | 2.77% | 3.13% | |
| Holdings | 1,704 | 104 | |
| YTD Return | +18.62% | +26.54% | |
| 1Y Return | +36.08% | +30.90% | |
| 3Y Return (annualized) | +28.27% | +16.29% | |
| 5Y Return (annualized) | +14.86% | +9.65% | |
| Volatility (annualized) | 20.1% | 13.6% | |
| Max Drawdown | -43.0% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | Oct 20, 2011 |
AVDV vs SCHD Performance
Avantis International Small Cap Value ETF (AVDV) 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 AVDV returned +36.08% while SCHD returned +30.90%. Year to date, AVDV is up 18.62% versus a gain of 26.54% for SCHD.
Over three years, AVDV compounded at +28.27% per year against +16.29% for SCHD; over five years the annualized figures are +14.86% and +9.65% respectively. Across the full 7-year window we track, AVDV has the edge at +15.39% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVDV has been the more volatile fund, with annualized monthly volatility of 20.1% 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 -43.0% for AVDV 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVDV charges 0.36% per year while SCHD charges 0.06%. On a $10,000 position that is $36 vs $6 annually, a gap of $30 per year that compounds over a long holding period. On income, AVDV currently yields 2.77% against 3.13% for SCHD.
Holdings Overlap
AVDV and SCHD share 0 holdings out of 1346 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, AVDV or SCHD?
AVDV has an expense ratio of 0.36% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, AVDV or SCHD?
Over the past year AVDV returned +36.08% vs +30.90% for SCHD, so AVDV leads on 1-year performance. Over the longest common window we track (7 years), AVDV annualized +15.39% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVDV or SCHD?
AVDV has been the more volatile fund at 20.1% annualized versus 13.6% for SCHD. Worst drawdown: AVDV -43.0% vs SCHD -33.4%.
Should I hold both AVDV and SCHD?
AVDV and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVDV and SCHD?
AVDV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1346 unique securities.
Which pays a higher dividend, AVDV or SCHD?
AVDV yields 2.77% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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