AVXC vs SCHD
Avantis Emerging Markets ex-China Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVXC delivered stronger 1-year returns. AVXC offers more diversification with 1290 holdings.
Side-by-Side Comparison
| Metric | AVXC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.06% | |
| AUM | $391M | $103.7B | |
| Dividend Yield | 1.59% | 3.31% | |
| Holdings | 2,763 | 104 | |
| YTD Return | +23.63% | +25.62% | |
| 1Y Return | +43.12% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 18.3% | 13.6% | |
| Max Drawdown | -19.8% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2024 | Oct 20, 2011 |
AVXC vs SCHD Performance
Avantis Emerging Markets ex-China Equity ETF (AVXC) is a ETF from Avantis Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVXC returned +43.12% while SCHD returned +32.62%. Year to date, AVXC is up 23.63% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
AVXC has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 13.6% 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 -19.8% for AVXC and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVXC charges 0.33% per year while SCHD charges 0.06%. On a $10,000 position that is $33 vs $6 annually, a gap of $27 per year that compounds over a long holding period. On income, AVXC currently yields 1.59% against 3.31% for SCHD.
Holdings Overlap
AVXC and SCHD share 0 holdings out of 1390 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVXC or SCHD?
AVXC has an expense ratio of 0.33% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, AVXC or SCHD?
Over the past year AVXC returned +43.12% vs +32.62% for SCHD, so AVXC leads on 1-year performance. Over the longest common window we track (2 years), AVXC annualized +23.52% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVXC or SCHD?
AVXC has been the more volatile fund at 18.3% annualized versus 13.6% for SCHD. Worst drawdown: AVXC -19.8% vs SCHD -33.4%.
Should I hold both AVXC and SCHD?
AVXC and SCHD have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVXC and SCHD?
AVXC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1390 unique securities.
Which pays a higher dividend, AVXC or SCHD?
AVXC yields 1.59% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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