Avantis US Large Cap Value ETF (AVLV) 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 AVLV returned +36.66% while SCHD returned +30.95%. Year to date, AVLV is up 22.50% versus a gain of 23.53% for SCHD.

Over three years, AVLV compounded at +20.90% per year against +14.72% for SCHD. Across the full 5-year window we track, AVLV has the edge at +15.01% annualized vs +11.35%. Past performance does not guarantee future results.

AVLV has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -19.5% for AVLV 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 0.89. They usually move together, but the gap leaves some room for diversification.

AVLV 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, AVLV currently yields 1.07% against 3.31% for SCHD.