AVUS vs SCHD
Avantis US Equity ETF vs Schwab US Dividend Equity ETF
Which is better, AVUS or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. AVUS led over 3Y, 5Y and the full window, SCHD over 1Y. AVUS is less concentrated, with 28.3% of the fund in its ten largest positions against 41.5%.
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 | AVUS | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $14.5B | $112.2B |
| Dividend Yield | 0.93% | 3.13% |
| Holdings | 1,875 | 103 |
| YTD Return | +17.21% | +27.56%Best |
| 1Y Return | +24.04% | +30.29%Best |
| 3Y Return (annualized) | +21.23%Best | +16.37% |
| 5Y Return (annualized) | +12.91%Best | +10.23% |
| Volatility (annualized) | 17.7% | 16.4%Best |
| Max Drawdown | -37.0% | -33.4%Best |
| $10,000 over 5 years | $18,351Best | $16,274 |
| Top 10 Weight | 28.3%Best | 41.5% |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 24, 2019 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Sep 4, 2026 (6.9 years).
AVUS 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 6.9 years both funds cover.
AVUS vs SCHD Performance
Avantis US Equity ETF (AVUS) 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 AVUS returned +24.04% while SCHD returned +30.29%. Year to date, AVUS is up 17.21% versus a gain of 27.56% for SCHD.
Over three years, AVUS compounded at +21.23% per year against +16.37% for SCHD; over five years the annualized figures are +12.91% and +10.23% respectively. Across the full 7-year window we track, AVUS has the edge at +16.08% annualized vs +12.93%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUS has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 16.4% 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 -37.0% for AVUS and -33.4% 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVUS 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, AVUS currently yields 0.93% against 3.13% for SCHD.
Holdings Overlap
8.7% of AVUS's money is in holdings SCHD also owns. 94.1% of SCHD's money is in holdings AVUS also owns.
Most of SCHD is already inside AVUS. Owning both mostly buys the same companies twice.
77 positions in common, counted across the 1,293 positions we hold weights for in AVUS and 100 in SCHD, against full books of 1,875 and 103.
What only one of them owns
Our book lists 22 positions for SCHD that do not appear in our book for AVUS (5.8% of the fund), and 834 for AVUS that do not appear in SCHD (85.9%).
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 AVUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.65% | 4.26% | 3.61% |
| ABTAbbott Laboratories | 0.15% | 4.70% | 4.55% |
| AMGNAmgen Inc. | 0.22% | 4.62% | 4.40% |
| HDHome Depot Inc/The | 0.36% | 4.32% | 3.96% |
| KOCoca Cola Co. | 0.27% | 4.20% | 3.93% |
| CVXChevron Corp | 0.59% | 3.74% | 3.15% |
| UNHUnitedhealth Group Incorporated | 0.19% | 4.11% | 3.92% |
| VZVerizon Communic | 0.45% | 3.84% | 3.39% |
| PGProcter & Gamble Company | 0.30% | 3.96% | 3.66% |
| COPConocophillips Common Stock USD 0.01 | 0.45% | 3.59% | 3.14% |
94.1% of SCHD is already inside AVUS.
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, AVUS or SCHD?
AVUS 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, AVUS or SCHD?
Over the past year AVUS returned +24.04% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AVUS annualized +16.08% vs +12.93% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVUS or SCHD?
AVUS has been the more volatile fund at 17.7% annualized versus 16.4% for SCHD. Worst drawdown: AVUS -37.0% vs SCHD -33.4%.
Should I hold both AVUS and SCHD?
AVUS and SCHD have a monthly-return correlation of 0.87, 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 AVUS and SCHD?
94.1% of SCHD's money is in holdings AVUS also owns. 94.1% of SCHD's is in holdings AVUS also owns. They hold 77 positions in common, counted across the 1,293 positions we hold weights for in AVUS and 100 in SCHD.
Which pays a higher dividend, AVUS or SCHD?
AVUS yields 0.93% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVUS?
SCHD has a lower expense ratio. AVUS led over 3Y, 5Y and the full window, SCHD over 1Y. AVUS is less concentrated, with 28.3% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.