AVOS vs SCHD
AVOS vs SCHD
Avos Global Equities ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVOS offers more diversification with 174 holdings.
Side-by-Side Comparison
| Metric | AVOS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.06% | |
| AUM | $107M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 174 | 104 | |
| YTD Return | +11.77% | +23.53% | |
| 1Y Return | - | +30.95% | |
| 3Y Return (annualized) | - | +14.72% | |
| 5Y Return (annualized) | - | +9.56% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -4.7% | -33.4% | |
| Fund Family | Avos Capital Management, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2026 | Oct 20, 2011 |
AVOS vs SCHD Performance
Avos Global Equities ETF (AVOS) is a ETF from Avos Capital Management, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AVOS is up 11.77% versus a gain of 23.53% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for AVOS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AVOS charges 0.64% per year while SCHD charges 0.06%. On a $10,000 position that is $64 vs $6 annually, a gap of $58 per year that compounds over a long holding period. On income, AVOS currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
AVOS and SCHD share 6 holdings out of 268 unique holdings combined, representing a 3.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVOS | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 1.27% | 4.54% | 3.27% |
| SLB:CW | 0.95% | 1.80% | 0.85% |
| CMCSA | 0.25% | 2.19% | 1.94% |
| ACN | Pro | Pro | Pro |
| TGT | Pro | Pro | Pro |
| BR | Pro | Pro | Pro |
See all 6 holdings AVOS 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, AVOS or SCHD?
AVOS has an expense ratio of 0.64% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between AVOS and SCHD?
AVOS and SCHD share 6 common holdings with a 3.1% weight overlap. Combined, they hold 268 unique securities.
Which pays a higher dividend, AVOS or SCHD?
AVOS yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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