AVRY vs SCHD
Avory Foundational ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | AVRY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $69M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 28 | 103 | |
| YTD Return | +3.00% | +28.59% | |
| 1Y Return | - | +31.77% | |
| 3Y Return (annualized) | - | +16.70% | |
| 5Y Return (annualized) | - | +10.09% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -21.6% | -33.4% | |
| Fund Family | Avory & Company., LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2026 | Oct 20, 2011 |
AVRY vs SCHD Performance
Avory Foundational ETF (AVRY) is a ETF from Avory & Company., LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AVRY is up 3.00% versus a gain of 28.59% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -21.6% for AVRY and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AVRY charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, AVRY currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
AVRY and SCHD share 1 holdings out of 126 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVRY | Weight in SCHD | Difference |
|---|---|---|---|
| BX | 5.61% | 2.55% | 3.06% |
Frequently Asked Questions
Which is cheaper, AVRY or SCHD?
AVRY has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
What is the holdings overlap between AVRY and SCHD?
AVRY and SCHD share 1 common holdings with a 2.5% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, AVRY or SCHD?
AVRY yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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