AVDV vs SCHD
Avantis International Small Cap Value ETF vs Schwab US Dividend Equity ETF
Which is better, AVDV or SCHD?
Small Cap Value against Large Cap Value.
SCHD has a lower expense ratio. AVDV led over 3Y, 5Y and the full window, SCHD over 1Y.
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 | AVDV | SCHD |
|---|---|---|
| Expense Ratio | 0.36% | 0.06%Best |
| AUM | $20.1B | $111.6B |
| Dividend Yield | 3.17% | 3.24% |
| Holdings | 1,704 | 206 |
| YTD Return | +15.33% | +24.55%Best |
| 1Y Return | +25.31% | +29.85%Best |
| 3Y Return (annualized) | +28.37%Best | +16.64% |
| 5Y Return (annualized) | +14.12%Best | +9.54% |
| Volatility (annualized) | 20.0% | 16.6%Best |
| Max Drawdown | -43.0% | -33.4%Best |
| $10,000 over 5 years | $19,356Best | $15,771 |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Sep 24, 2019 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Oct 14, 2026 (7 years).
AVDV 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 7 years both funds cover.
AVDV vs SCHD Performance
Avantis International Small Cap Value ETF (AVDV) 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 AVDV returned +25.31% while SCHD returned +29.85%. Year to date, AVDV is up 15.33% versus a gain of 24.55% for SCHD.
Over three years, AVDV compounded at +28.37% per year against +16.64% for SCHD; over five years the annualized figures are +14.12% and +9.54% respectively. Across the full 7-year window we track, AVDV has the edge at +14.54% annualized vs +12.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVDV has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 16.6% 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 -43.0% for AVDV 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVDV charges 0.36% per year while SCHD charges 0.06%. On a $10,000 position that is $36 vs $6 annually, a gap of $30 per year that compounds over a long holding period. On income, AVDV currently yields 3.17% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in AVDV and 98 in SCHD, totalling 0.0% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AVDV and 98 in SCHD, against full books of 1,704 and 206.
You are not choosing between two funds in isolation.
Whichever of AVDV and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVDV or SCHD?
AVDV has an expense ratio of 0.36% while SCHD charges 0.06%. SCHD is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, AVDV or SCHD?
Over the past year AVDV returned +25.31% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AVDV annualized +14.54% vs +12.34% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVDV or SCHD?
AVDV has been the more volatile fund at 20.0% annualized versus 16.6% for SCHD. Worst drawdown: AVDV -43.0% vs SCHD -33.4%.
Should I hold both AVDV and SCHD?
AVDV and SCHD have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVDV or SCHD?
AVDV yields 3.17% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVDV?
SCHD has a lower expense ratio. AVDV led over 3Y, 5Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.