AVUQ vs SCHD
AVUQ vs SCHD
Avantis US Quality ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. AVUQ offers more diversification with 502 holdings.
Side-by-Side Comparison
| Metric | AVUQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $281M | $103.7B | |
| Dividend Yield | 0.30% | 3.31% | |
| Holdings | 585 | 104 | |
| YTD Return | +12.85% | +24.08% | |
| 1Y Return | +21.57% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 14.6% | 13.6% | |
| Max Drawdown | -11.9% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 25, 2025 | Oct 20, 2011 |
AVUQ vs SCHD Performance
Avantis US Quality ETF (AVUQ) 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 AVUQ returned +21.57% while SCHD returned +31.88%. Year to date, AVUQ is up 12.85% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
AVUQ has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -11.9% for AVUQ 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVUQ 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, AVUQ currently yields 0.30% against 3.31% for SCHD.
Holdings Overlap
AVUQ and SCHD share 18 holdings out of 584 unique holdings combined, representing a 3.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVUQ | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 1.02% | 3.70% | 2.68% |
| HD | 0.53% | 4.16% | 3.63% |
| AMGN | 0.32% | 4.25% | 3.93% |
| KO | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
| LMT | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| BX | Pro | Pro | Pro |
| SLB | Pro | Pro | Pro |
See all 10 holdings AVUQ 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, AVUQ or SCHD?
AVUQ has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, AVUQ or SCHD?
Over the past year AVUQ returned +21.57% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), AVUQ annualized +27.28% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVUQ or SCHD?
AVUQ has been the more volatile fund at 14.6% annualized versus 13.6% for SCHD. Worst drawdown: AVUQ -11.9% vs SCHD -33.4%.
Should I hold both AVUQ and SCHD?
AVUQ and SCHD have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVUQ and SCHD?
AVUQ and SCHD share 18 common holdings with a 3.3% weight overlap. Combined, they hold 584 unique securities.
Which pays a higher dividend, AVUQ or SCHD?
AVUQ yields 0.30% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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