AVSE vs SCHQ
Avantis Responsible Emerging Markets Equity ETF vs Schwab Long-Term US Treasury ETF
Quick Verdict
SCHQ has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.
Side-by-Side Comparison
| Metric | AVSE | SCHQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.03% | |
| AUM | $210M | $806M | |
| Dividend Yield | 1.27% | 4.73% | |
| Holdings | 4,803 | 98 | |
| YTD Return | +18.68% | -3.15% | |
| 1Y Return | +32.87% | -0.88% | |
| 3Y Return (annualized) | +23.33% | +0.10% | |
| 5Y Return (annualized) | - | -6.79% | |
| Volatility (annualized) | 18.4% | 13.5% | |
| Max Drawdown | -26.3% | -46.7% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | Mar 28, 2022 | Oct 10, 2019 |
AVSE vs SCHQ Performance
Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year AVSE returned +32.87% while SCHQ returned -0.88%. Year to date, AVSE is up 18.68% versus a loss of 3.15% for SCHQ.
Over three years, AVSE compounded at +23.33% per year against +0.10% for SCHQ. Across the full 4-year window we track, AVSE has the edge at +13.55% annualized vs -4.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSE has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 13.5% for SCHQ. 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 -26.3% for AVSE and -46.7% for SCHQ. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVSE charges 0.33% per year while SCHQ charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 4.73% for SCHQ.
Frequently Asked Questions
Which is cheaper, AVSE or SCHQ?
AVSE has an expense ratio of 0.33% while SCHQ charges 0.03%. SCHQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, AVSE or SCHQ?
Over the past year AVSE returned +32.87% vs -0.88% for SCHQ, so AVSE leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.55% vs -4.49% for SCHQ. Past performance does not guarantee future results.
Which is riskier, AVSE or SCHQ?
AVSE has been the more volatile fund at 18.4% annualized versus 13.5% for SCHQ. Worst drawdown: AVSE -26.3% vs SCHQ -46.7%.
Should I hold both AVSE and SCHQ?
AVSE and SCHQ have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AVSE or SCHQ?
AVSE yields 1.27% while SCHQ yields 4.73%, so SCHQ currently pays the higher dividend yield.
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