AVNV vs SCHD
AVNV vs SCHD
Avantis All International Markets Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVNV delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AVNV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.06% | |
| AUM | $64M | $103.7B | |
| Dividend Yield | 2.67% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +14.07% | +23.31% | |
| 1Y Return | +30.67% | +30.42% | |
| 3Y Return (annualized) | +21.45% | +14.66% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | 12.5% | 13.6% | |
| Max Drawdown | -13.9% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 27, 2023 | Oct 20, 2011 |
AVNV vs SCHD Performance
Avantis All International Markets Value ETF (AVNV) 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 AVNV returned +30.67% while SCHD returned +30.42%. Year to date, AVNV is up 14.07% versus a gain of 23.31% for SCHD.
Over three years, AVNV compounded at +21.45% per year against +14.66% for SCHD. Across the full 3-year window we track, AVNV has the edge at +22.24% annualized vs +11.34%. 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 12.5% 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 -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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.67% against 3.31% for SCHD.
Holdings Overlap
AVNV and SCHD share 0 holdings out of 104 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, AVNV or SCHD?
AVNV has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, AVNV or SCHD?
Over the past year AVNV returned +30.67% vs +30.42% for SCHD, so AVNV leads on 1-year performance. Over the longest common window we track (3 years), AVNV annualized +22.24% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVNV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.5% for AVNV. Worst drawdown: AVNV -13.9% vs SCHD -33.4%.
Should I hold both AVNV and SCHD?
AVNV and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVNV and SCHD?
AVNV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, AVNV or SCHD?
AVNV yields 2.67% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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