AVGV vs. SCHD

In the year-to-date period, AVGV achieves a 3.03% return, which is significantly higher than SCHD's -3.94% return.

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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%.

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.

The current AVGV Sharpe Ratio is 0.32, which is higher than the SCHD Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of AVGV and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVGV's dividend yield for the trailing twelve months is around 2.26%, less than SCHD's 4.00% yield.

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.

The current volatility for Avantis ALL Equity Markets Value ETF (AVGV) is 3.85%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.71%. This indicates that AVGV experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.