AVEM vs SCHD
Avantis Emerging Markets Equity ETF vs Schwab US Dividend Equity ETF
Which is better, AVEM or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. AVEM led over 1Y, 3Y and 5Y, SCHD over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVEM | SCHD |
|---|---|---|
| Expense Ratio | 0.33% | 0.06%Best |
| AUM | $28.1B | $112.2B |
| Dividend Yield | 1.98% | 3.13% |
| Holdings | 3,967 | 103 |
| YTD Return | +23.52% | +27.56%Best |
| 1Y Return | +39.06%Best | +30.29% |
| 3Y Return (annualized) | +24.66%Best | +16.37% |
| 5Y Return (annualized) | +10.48%Best | +10.23% |
| Volatility (annualized) | 18.7% | 16.4%Best |
| Max Drawdown | -36.0% | -33.4%Best |
| $10,000 over 5 years | $16,460Best | $16,274 |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 17, 2019 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 19, 2019 to Sep 4, 2026 (7 years).
AVEM vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.
AVEM vs SCHD Performance
Avantis Emerging Markets Equity ETF (AVEM) is an ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AVEM returned +39.06% while SCHD returned +30.29%. Year to date, AVEM is up 23.52% versus a gain of 27.56% for SCHD.
Over three years, AVEM compounded at +24.66% per year against +16.37% for SCHD; over five years the annualized figures are +10.48% and +10.23% respectively. Across the full 7-year window we track, SCHD has the edge at +12.68% annualized vs +12.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVEM has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 16.4% 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 -36.0% for AVEM and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVEM charges 0.33% per year while SCHD charges 0.06%. On a $10,000 position that is $33 vs $6 annually, a gap of $27 per year that compounds over a long holding period. On income, AVEM currently yields 1.98% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 1,199 holdings in AVEM and 100 in SCHD, totalling 91.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,199 positions we hold weights for in AVEM and 100 in SCHD, against full books of 3,967 and 103.
You are not choosing between two funds in isolation.
Whichever of AVEM and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVEM or SCHD?
AVEM has an expense ratio of 0.33% while SCHD charges 0.06%. SCHD is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, AVEM or SCHD?
Over the past year AVEM returned +39.06% vs +30.29% for SCHD, so AVEM leads on 1-year performance. Over the longest common window we track (7 years), AVEM annualized +12.42% vs +12.68% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVEM or SCHD?
AVEM has been the more volatile fund at 18.7% annualized versus 16.4% for SCHD. Worst drawdown: AVEM -36.0% vs SCHD -33.4%.
Should I hold both AVEM and SCHD?
AVEM and SCHD have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVEM or SCHD?
AVEM yields 1.98% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVEM?
SCHD has a lower expense ratio. AVEM led over 1Y, 3Y and 5Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.