AVUC vs SCHD
Avantis US Core Equity ETF vs Schwab US Dividend Equity ETF
Which is better, AVUC or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 41.3%.
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 | AVUC | SCHD |
|---|---|---|
| Expense Ratio | 0.17% | 0.06%Best |
| AUM | - | $124.4B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 1,568 | 102 |
| YTD Return | -0.65% | +33.46%Best |
| 1Y Return | - | +37.35% |
| 3Y Return (annualized) | - | +19.54% |
| 5Y Return (annualized) | - | +10.35% |
| Top 10 Weight | 36.4%Best | 41.3% |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 13, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AVUC 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.
AVUC vs SCHD Performance
Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AVUC is down 0.65% versus a gain of 33.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVUC 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, AVUC currently yields 0.00% against 2.96% for SCHD.
Holdings Overlap
8.0% of AVUC's money is in holdings SCHD also owns. 94.7% of SCHD's money is in holdings AVUC also owns.
Most of SCHD is already inside AVUC. Owning both mostly buys the same companies twice.
76 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 98 in SCHD, against full books of 1,568 and 102.
What only one of them owns
Our book lists 20 positions for SCHD that do not appear in our book for AVUC (0.5% of the fund), and 509 for AVUC that do not appear in SCHD (88.5%).
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 AVUC | Weight in SCHD | Difference |
|---|---|---|---|
| PGProcter & Gamble Company | 1.06% | 4.30% | 3.24% |
| KOCoca Cola Co. | 0.88% | 4.22% | 3.34% |
| CVXChevron Corp. | 0.63% | 4.17% | 3.54% |
| HDHome Depot Inc/The | 0.46% | 4.16% | 3.70% |
| AMGNAmgen Inc. | 0.30% | 4.08% | 3.78% |
| PEPPepsico Inc. | 0.39% | 3.88% | 3.49% |
| UNHUnitedhealth Group Inc. | 0.35% | 3.89% | 3.54% |
| COPConocophillips Co | 0.05% | 4.15% | 4.10% |
| MRKMerck & Co. Inc. | 0.34% | 3.80% | 3.46% |
| ABTAbbott Laboratories | 0.15% | 3.87% | 3.72% |
94.7% of SCHD is already inside AVUC.
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, AVUC or SCHD?
AVUC has an expense ratio of 0.17% while SCHD charges 0.06%. SCHD is the cheaper option, by $11 a year on a $10,000 investment.
What is the holdings overlap between AVUC and SCHD?
94.7% of SCHD's money is in holdings AVUC also owns. 94.7% of SCHD's is in holdings AVUC also owns. They hold 76 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 98 in SCHD.
Which pays a higher dividend, AVUC or SCHD?
AVUC yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVUC?
SCHD has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.