AVMC vs SCHD
AVMC vs SCHD
Avantis US Mid Cap Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. AVMC offers more diversification with 593 holdings.
Side-by-Side Comparison
| Metric | AVMC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.06% | |
| AUM | $470M | $103.7B | |
| Dividend Yield | 0.94% | 3.31% | |
| Holdings | 605 | 104 | |
| YTD Return | +14.04% | +24.26% | |
| 1Y Return | +22.91% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 14.2% | 13.6% | |
| Max Drawdown | -21.8% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 7, 2023 | Oct 20, 2011 |
AVMC vs SCHD Performance
Avantis US Mid Cap Equity ETF (AVMC) 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 AVMC returned +22.91% while SCHD returned +31.38%. Year to date, AVMC is up 14.04% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
AVMC has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -21.8% for AVMC 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVMC charges 0.18% per year while SCHD charges 0.06%. On a $10,000 position that is $18 vs $6 annually, a gap of $12 per year that compounds over a long holding period. On income, AVMC currently yields 0.94% against 3.31% for SCHD.
Holdings Overlap
AVMC and SCHD share 35 holdings out of 658 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVMC | Weight in SCHD | Difference |
|---|---|---|---|
| COP | 0.00% | 3.70% | 3.70% |
| TGT | 0.41% | 1.63% | 1.22% |
| DVN | 0.70% | 1.31% | 0.61% |
| FITB | Pro | Pro | Pro |
| OKE | Pro | Pro | Pro |
| F | Pro | Pro | Pro |
| FAST | Pro | Pro | Pro |
| ADM | Pro | Pro | Pro |
| KMB | Pro | Pro | Pro |
| PAYX | Pro | Pro | Pro |
See all 10 holdings AVMC shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, AVMC or SCHD?
AVMC has an expense ratio of 0.18% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, AVMC or SCHD?
Over the past year AVMC returned +22.91% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), AVMC annualized +21.66% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVMC or SCHD?
AVMC has been the more volatile fund at 14.2% annualized versus 13.6% for SCHD. Worst drawdown: AVMC -21.8% vs SCHD -33.4%.
Should I hold both AVMC and SCHD?
AVMC and SCHD have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVMC and SCHD?
AVMC and SCHD share 35 common holdings with a 7.8% weight overlap. Combined, they hold 658 unique securities.
Which pays a higher dividend, AVMC or SCHD?
AVMC yields 0.94% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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