AVTM vs SCHD
Avantis Total Equity Markets ETF vs Schwab US Dividend Equity ETF
Which is better, AVTM or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. AVTM is less concentrated, with 39.6% of the fund in its ten largest positions against 41.8%.
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 | AVTM | SCHD |
|---|---|---|
| Expense Ratio | 0.22% | 0.06%Best |
| AUM | - | $112.1B |
| Dividend Yield | - | 3.00% |
| Holdings | 1,663 | 103 |
| YTD Return | +10.28% | +23.46%Best |
| 1Y Return | - | +27.20% |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Top 10 Weight | 39.6%Best | 41.8% |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 29, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AVTM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVTM vs SCHD Performance
Avantis Total Equity Markets ETF (AVTM) is an ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AVTM is up 10.28% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVTM charges 0.22% per year while SCHD charges 0.06%. On a $10,000 position that is $22 vs $6 annually, a gap of $16 per year that compounds over a long holding period.
Holdings Overlap
5.4% of AVTM's money is in holdings SCHD also owns. 89.3% of SCHD's money is in holdings AVTM also owns.
Most of SCHD is already inside AVTM. Owning both mostly buys the same companies twice.
66 positions in common, counted across the 1,214 positions we hold weights for in AVTM and 100 in SCHD, against full books of 1,663 and 103.
What only one of them owns
Our book lists 34 positions for SCHD that do not appear in our book for AVTM (10.7% of the fund), and 637 for AVTM that do not appear in SCHD (90.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AVTM | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.24% | 4.77% | 4.53% |
| AMGNAmgen Inc. | 0.22% | 4.70% | 4.48% |
| ABTAbbott Laboratories | 0.14% | 4.69% | 4.55% |
| KOCoca Cola Co. | 0.22% | 4.17% | 3.95% |
| CVXChevron Corp | 0.27% | 4.02% | 3.75% |
| HDHome Depot Inc/The | 0.34% | 3.88% | 3.54% |
| VZVerizon Communic | 0.23% | 3.97% | 3.74% |
| PGProcter & Gamble Company | 0.35% | 3.83% | 3.48% |
| COPConocophillips Common Stock USD 0.01 | 0.21% | 3.94% | 3.73% |
| PEPPepsico Inc. | 0.41% | 3.64% | 3.23% |
89.3% of SCHD is already inside AVTM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVTM or SCHD?
AVTM has an expense ratio of 0.22% while SCHD charges 0.06%. SCHD is the cheaper option, by $16 a year on a $10,000 investment.
What is the holdings overlap between AVTM and SCHD?
89.3% of SCHD's money is in holdings AVTM also owns. 89.3% of SCHD's is in holdings AVTM also owns. They hold 66 positions in common, counted across the 1,214 positions we hold weights for in AVTM and 100 in SCHD.
Is SCHD better than AVTM?
SCHD has a lower expense ratio. AVTM is less concentrated, with 39.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.