AVLV vs. SCHD
Compare and contrast key facts about Avantis U.S. Large Cap Value ETF (AVLV) and Schwab U.S. Dividend Equity ETF (SCHD).
AVLV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVLV is a passively managed fund by American Century that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. 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. Both AVLV and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVLV vs. SCHD - Performance Comparison
Loading graphics...
AVLV vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 7.15% | 15.12% | 17.49% | 17.43% | -5.53% | 5.92% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 8.21% |
Returns By Period
In the year-to-date period, AVLV achieves a 7.15% return, which is significantly lower than SCHD's 12.17% return.
AVLV
- 1D
- 0.43%
- 1M
- -3.05%
- YTD
- 7.15%
- 6M
- 12.61%
- 1Y
- 25.38%
- 3Y*
- 18.44%
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVLV vs. SCHD - Expense Ratio Comparison
AVLV has a 0.15% 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%.
Return for Risk
AVLV vs. SCHD — Risk / Return Rank
AVLV
SCHD
AVLV vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Large Cap Value ETF (AVLV) and Schwab U.S. 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.
| AVLV | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.88 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.32 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.05 | +0.82 |
Martin ratioReturn relative to average drawdown | 8.98 | 3.55 | +5.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVLV | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.88 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.84 | -0.12 |
Correlation
The correlation between AVLV and SCHD is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AVLV vs. SCHD - Dividend Comparison
AVLV's dividend yield for the trailing twelve months is around 1.20%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 1.20% | 1.33% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
AVLV vs. SCHD - Drawdown Comparison
The maximum AVLV drawdown since its inception was -19.50%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AVLV and SCHD.
Loading graphics...
Drawdown Indicators
| AVLV | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.50% | -33.37% | +13.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.79% | -12.74% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -3.85% | -3.43% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -3.34% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.75% | -0.88% |
Volatility
AVLV vs. SCHD - Volatility Comparison
Avantis U.S. Large Cap Value ETF (AVLV) has a higher volatility of 4.75% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that AVLV'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.
Loading graphics...
Volatility by Period
| AVLV | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 2.33% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 7.96% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 15.69% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 14.40% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 16.70% | +0.84% |