AVRE vs SCHD
Avantis Real Estate ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. AVRE offers more diversification with 320 holdings.
Side-by-Side Comparison
| Metric | AVRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.06% | |
| AUM | $884M | $103.7B | |
| Dividend Yield | 3.38% | 3.31% | |
| Holdings | 655 | 104 | |
| YTD Return | +10.77% | +25.33% | |
| 1Y Return | +13.45% | +32.31% | |
| 3Y Return (annualized) | +9.46% | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 17.8% | 13.6% | |
| Max Drawdown | -33.3% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | Oct 20, 2011 |
AVRE vs SCHD Performance
Avantis Real Estate ETF (AVRE) 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 AVRE returned +13.45% while SCHD returned +32.31%. Year to date, AVRE is up 10.77% versus a gain of 25.33% for SCHD.
Over three years, AVRE compounded at +9.46% per year against +15.40% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.45% annualized vs +2.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVRE has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -33.3% for AVRE 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVRE charges 0.17% per year while SCHD charges 0.06%. On a $10,000 position that is $17 vs $6 annually, a gap of $11 per year that compounds over a long holding period. On income, AVRE currently yields 3.38% against 3.31% for SCHD.
Holdings Overlap
AVRE and SCHD share 0 holdings out of 420 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, AVRE or SCHD?
AVRE has an expense ratio of 0.17% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, AVRE or SCHD?
Over the past year AVRE returned +13.45% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.48% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVRE or SCHD?
AVRE has been the more volatile fund at 17.8% annualized versus 13.6% for SCHD. Worst drawdown: AVRE -33.3% vs SCHD -33.4%.
Should I hold both AVRE and SCHD?
AVRE and SCHD have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVRE and SCHD?
AVRE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 420 unique securities.
Which pays a higher dividend, AVRE or SCHD?
AVRE yields 3.38% while SCHD yields 3.31%, so AVRE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.