AVGV vs. SCHD
Compare and contrast key facts about Avantis ALL Equity Markets Value ETF (AVGV) and Schwab US Dividend Equity ETF (SCHD).
AVGV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVGV or SCHD.
Correlation
The correlation between AVGV and SCHD is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVGV vs. SCHD - Performance Comparison
Key characteristics
AVGV:
0.42
SCHD:
0.34
AVGV:
0.70
SCHD:
0.58
AVGV:
1.10
SCHD:
1.08
AVGV:
0.45
SCHD:
0.34
AVGV:
1.84
SCHD:
1.16
AVGV:
4.17%
SCHD:
4.69%
AVGV:
18.39%
SCHD:
15.99%
AVGV:
-17.03%
SCHD:
-33.37%
AVGV:
-5.10%
SCHD:
-10.12%
Returns By Period
In the year-to-date period, AVGV achieves a 0.15% return, which is significantly higher than SCHD's -3.75% return.
AVGV
0.15%
11.33%
0.36%
5.58%
N/A
N/A
SCHD
-3.75%
3.09%
-5.55%
4.12%
13.37%
10.60%
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AVGV vs. SCHD - Expense Ratio Comparison
AVGV has a 0.26% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVGV vs. SCHD — Risk-Adjusted Performance Rank
AVGV
SCHD
AVGV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis ALL Equity Markets Value ETF (AVGV) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AVGV vs. SCHD - Dividend Comparison
AVGV's dividend yield for the trailing twelve months is around 2.32%, less than SCHD's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGV Avantis ALL Equity Markets Value ETF | 2.32% | 2.33% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AVGV vs. SCHD - Drawdown Comparison
The maximum AVGV drawdown since its inception was -17.03%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AVGV and SCHD. For additional features, visit the drawdowns tool.
Volatility
AVGV vs. SCHD - Volatility Comparison
Avantis ALL Equity Markets Value ETF (AVGV) has a higher volatility of 12.95% compared to Schwab US Dividend Equity ETF (SCHD) at 11.24%. This indicates that AVGV's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.