AVUQ vs SCHD
Avantis US Quality ETF vs Schwab US Dividend Equity ETF
Which is better, AVUQ or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. AVUQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.8%.
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 | AVUQ | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $334M | $112.1B |
| Dividend Yield | 0.30% | 3.00% |
| Holdings | 556 | 103 |
| YTD Return | +10.12% | +25.88%Best |
| 1Y Return | +12.41% | +30.22%Best |
| 3Y Return (annualized) | - | +16.05% |
| 5Y Return (annualized) | - | +10.17% |
| Volatility (annualized) | 14.3% | 13.9%Best |
| Max Drawdown | -11.9%Best | -13.0% |
| $10,000 over 1.5 years | $13,623Best | $13,030 |
| Top 10 Weight | 51.8% | 41.8%Best |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Mar 25, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Sep 14, 2026 (1.5 years).
AVUQ 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 covers the 1.5 years both funds cover.
AVUQ vs SCHD Performance
Avantis US Quality ETF (AVUQ) is an ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AVUQ returned +12.41% while SCHD returned +30.22%. Year to date, AVUQ is up 10.12% versus a gain of 25.88% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUQ has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 13.9% for SCHD. 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 -11.9% for AVUQ and -13.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Fees and Cost Over Time
AVUQ charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, AVUQ currently yields 0.30% against 3.00% for SCHD.
Holdings Overlap
3.3% of AVUQ's money is in holdings SCHD also owns. 40.6% of SCHD's money is in holdings AVUQ also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 496 positions we hold weights for in AVUQ and 100 in SCHD, against full books of 556 and 103.
What only one of them owns
Our book lists 79 positions for SCHD that do not appear in our book for AVUQ (59.3% of the fund), and 394 for AVUQ that do not appear in SCHD (95.1%).
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 AVUQ | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.33% | 4.70% | 4.37% |
| KOCoca Cola Co. | 0.33% | 4.17% | 3.84% |
| HDHome Depot Inc/The | 0.49% | 3.88% | 3.39% |
| TXNTexas Instrument Inc | 0.96% | 3.13% | 2.17% |
| PEPPepsico Inc. | 0.05% | 3.64% | 3.59% |
| BMYBristol-Myers Squibb Co. | 0.00% | 3.33% | 3.33% |
| ADPAutomatic Data Processing, Inc. | 0.34% | 2.79% | 2.45% |
| LMTLockheed Martin Corp | 0.17% | 2.78% | 2.61% |
| BXBlackstone Group Inc. Class A | 0.03% | 2.59% | 2.56% |
| QCOMQualcomm Inc. | 0.00% | 2.52% | 2.52% |
40.6% of SCHD is already inside AVUQ.
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, AVUQ or SCHD?
AVUQ has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, AVUQ or SCHD?
Over the past year AVUQ returned +12.41% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), AVUQ annualized +22.89% vs +19.30% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVUQ or SCHD?
AVUQ has been the more volatile fund at 14.3% annualized versus 13.9% for SCHD. Worst drawdown: AVUQ -11.9% vs SCHD -13.0%.
Should I hold both AVUQ and SCHD?
AVUQ and SCHD have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AVUQ and SCHD?
40.6% of SCHD's money is in holdings AVUQ also owns. 40.6% of SCHD's is in holdings AVUQ also owns. They hold 20 positions in common, counted across the 496 positions we hold weights for in AVUQ and 100 in SCHD.
Which pays a higher dividend, AVUQ or SCHD?
AVUQ yields 0.30% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVUQ?
SCHD has a lower expense ratio. AVUQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.