AVNV vs SCHD
Avantis All International Markets Value ETF vs Schwab US Dividend Equity ETF
Which is better, AVNV or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. AVNV led over 3Y 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 | AVNV | SCHD |
|---|---|---|
| Expense Ratio | 0.34% | 0.06%Best |
| AUM | $76M | $111.6B |
| Dividend Yield | 3.15% | 3.24% |
| Holdings | 8 | 206 |
| YTD Return | +12.14% | +24.55%Best |
| 1Y Return | +21.27% | +29.85%Best |
| 3Y Return (annualized) | +22.39%Best | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 12.7%Best | 13.6% |
| Max Drawdown | -13.9%Best | -16.1% |
| $10,000 over 3.3 years | $18,352Best | $15,824 |
| Fund Family | Avantis Investors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jun 27, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 29, 2023 to Oct 14, 2026 (3.3 years).
AVNV 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 3.3 years both funds cover.
AVNV vs SCHD Performance
Avantis All International Markets Value ETF (AVNV) 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 AVNV returned +21.27% while SCHD returned +29.85%. Year to date, AVNV is up 12.14% versus a gain of 24.55% for SCHD.
Over three years, AVNV compounded at +22.39% per year against +16.64% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for AVNV. 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 -13.9% for AVNV and -16.1% 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 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVNV charges 0.34% per year while SCHD charges 0.06%. On a $10,000 position that is $34 vs $6 annually, a gap of $28 per year that compounds over a long holding period. On income, AVNV currently yields 3.15% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 4 holdings in AVNV and 98 in SCHD, totalling 100.0% 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 4 positions we hold weights for in AVNV and 98 in SCHD, against full books of 8 and 206.
You are not choosing between two funds in isolation.
Whichever of AVNV 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, AVNV or SCHD?
AVNV has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, AVNV or SCHD?
Over the past year AVNV returned +21.27% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVNV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.7% for AVNV. Worst drawdown: AVNV -13.9% vs SCHD -16.1%.
Should I hold both AVNV and SCHD?
AVNV and SCHD have a monthly-return correlation of 0.65, 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, AVNV or SCHD?
AVNV yields 3.15% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVNV?
SCHD has a lower expense ratio. AVNV led over 3Y 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.