AVUS vs SCHD
AVUS vs SCHD
Avantis US Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. AVUS offers more diversification with 1293 holdings.
Side-by-Side Comparison
| Metric | AVUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $13.9B | $103.7B | |
| Dividend Yield | 0.92% | 3.31% | |
| Holdings | 1,933 | 104 | |
| YTD Return | +17.12% | +24.26% | |
| 1Y Return | +28.78% | +31.38% | |
| 3Y Return (annualized) | +20.89% | +15.08% | |
| 5Y Return (annualized) | +13.17% | +9.72% | |
| Volatility (annualized) | 17.8% | 13.6% | |
| Max Drawdown | -37.0% | -33.4% | |
| Fund Family | Avantis Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | Oct 20, 2011 |
AVUS vs SCHD Performance
Avantis US Equity ETF (AVUS) 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 AVUS returned +28.78% while SCHD returned +31.38%. Year to date, AVUS is up 17.12% versus a gain of 24.26% for SCHD.
Over three years, AVUS compounded at +20.89% per year against +15.08% for SCHD; over five years the annualized figures are +13.17% and +9.72% respectively. Across the full 7-year window we track, AVUS has the edge at +16.26% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUS has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -37.0% for AVUS 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVUS 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, AVUS currently yields 0.92% against 3.31% for SCHD.
Holdings Overlap
AVUS and SCHD share 77 holdings out of 1316 unique holdings combined, representing a 8.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.65% | 4.32% | 3.67% |
| UNH | 0.19% | 4.54% | 4.35% |
| ABT | 0.15% | 4.49% | 4.34% |
| CVX | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings AVUS 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, AVUS or SCHD?
AVUS 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, AVUS or SCHD?
Over the past year AVUS returned +28.78% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AVUS annualized +16.26% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVUS or SCHD?
AVUS has been the more volatile fund at 17.8% annualized versus 13.6% for SCHD. Worst drawdown: AVUS -37.0% vs SCHD -33.4%.
Should I hold both AVUS and SCHD?
AVUS and SCHD have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVUS and SCHD?
AVUS and SCHD share 77 common holdings with a 8.7% weight overlap. Combined, they hold 1316 unique securities.
Which pays a higher dividend, AVUS or SCHD?
AVUS yields 0.92% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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