AVTM vs SCHD
Avantis Total Equity Markets ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVTM offers more diversification with 2,321 holdings.
Side-by-Side Comparison
| Metric | AVTM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.06% | |
| AUM | - | $108.7B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 2,321 | 104 | |
| YTD Return | +12.26% | +27.67% | |
| 1Y Return | - | +29.56% | |
| 3Y Return (annualized) | - | +16.53% | |
| 5Y Return (annualized) | - | +9.95% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -9.2% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 29, 2026 | Oct 20, 2011 |
AVTM vs SCHD Performance
Avantis Total Equity Markets ETF (AVTM) is a ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AVTM is up 12.26% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.2% for AVTM 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
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
AVTM and SCHD share 87 holdings out of 1660 unique holdings combined, representing a 5.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $16 per year of difference.
What is the holdings overlap between AVTM and SCHD?
AVTM and SCHD share 87 common holdings with a 5.4% weight overlap. Combined, they hold 1660 unique securities.
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