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SCHB vs. AVDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SCHB vs. AVDV

Last updated Jun 14, 2026

SCHB (Schwab U.S. Broad Market ETF) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - SCHB is a Large Cap Blend Equities fund tracking the Dow Jones U.S. Broad Stock Market Index, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. SCHB is passively managed, while AVDV is actively managed. Over the past 5 years, SCHB returned 12.26%/yr vs 13.63%/yr for AVDV. A 0.72 correlation means they provide meaningful diversification when combined. SCHB charges 0.03%/yr vs 0.36%/yr for AVDV.

Performance

SCHB vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Broad Market ETF (SCHB) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHB achieves a 9.68% return, which is significantly lower than AVDV's 14.99% return.

SCHB

1D
0.49%
1M
-0.35%
YTD
9.68%
6M
9.76%
1Y
26.16%
3Y*
20.63%
5Y*
12.26%
10Y*
15.01%

AVDV

1D
0.89%
1M
-1.99%
YTD
14.99%
6M
17.18%
1Y
41.91%
3Y*
26.72%
5Y*
13.63%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHB vs. AVDV - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
SCHB
Schwab U.S. Broad Market ETF		9.68%16.94%23.93%26.16%-19.46%25.84%20.76%8.49%
AVDV
Avantis International Small Cap Value ETF		14.99%49.37%8.67%16.85%-11.47%15.80%5.01%11.78%

Correlation

The correlation between SCHB and AVDV is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.69

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.72

The correlation between SCHB and AVDV has been stable across timeframes, ranging from 0.64 to 0.72 - a consistent structural relationship.

SCHB vs. AVDV - Sectors Allocation Comparison

Sectors
SCHB
AVDV

Technology

37.3%
6.6%

Financial Services

11.4%
13.6%

Communication Services

9.8%
2.4%

Consumer Cyclical

9.8%
15.4%

Industrials

9.1%
22.8%

Healthcare

8.8%
2.3%

Consumer Defensive

4.3%
3.4%

Energy

3.3%
9.6%

Real Estate

2.3%
1.3%

Utilities

2.1%
1.7%

Basic Materials

1.9%
21.0%

Technology

SCHB
37.3%
AVDV
6.6%

Financial Services

SCHB
11.4%
AVDV
13.6%

Communication Services

SCHB
9.8%
AVDV
2.4%

Consumer Cyclical

SCHB
9.8%
AVDV
15.4%

Industrials

SCHB
9.1%
AVDV
22.8%

Healthcare

SCHB
8.8%
AVDV
2.3%

Consumer Defensive

SCHB
4.3%
AVDV
3.4%

Energy

SCHB
3.3%
AVDV
9.6%

Real Estate

SCHB
2.3%
AVDV
1.3%

Utilities

SCHB
2.1%
AVDV
1.7%

Basic Materials

SCHB
1.9%
AVDV
21.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Schwab U.S. Broad Market ETF

Avantis International Small Cap Value ETF

Often compared with SCHB:
SCHB vs. VTISCHB vs. SCHGSCHB vs. SCHXSCHB vs. VOOSCHB vs. SCHDSCHB vs. SWTSXSCHB vs. SPY
Often compared with AVDV:
AVDV vs. VXUSAVDV vs. AVDEAVDV vs. VSSAVDV vs. DISVXAVDV vs. AVDVXAVDV vs. ISVLAVDV vs. AVIV

Return for Risk

SCHB vs. AVDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SCHB
SCHB Risk / Return Rank: 6969
Overall Rank
SCHB Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SCHB Sortino Ratio Rank: 6868
Sortino Ratio Rank
SCHB Omega Ratio Rank: 6969
Omega Ratio Rank
SCHB Calmar Ratio Rank: 6464
Calmar Ratio Rank
SCHB Martin Ratio Rank: 7676
Martin Ratio Rank
AVDV
AVDV Risk / Return Rank: 8181
Overall Rank
AVDV Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
AVDV Sortino Ratio Rank: 8686
Sortino Ratio Rank
AVDV Omega Ratio Rank: 8686
Omega Ratio Rank
AVDV Calmar Ratio Rank: 7171
Calmar Ratio Rank
AVDV Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHB vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) and Avantis International Small Cap Value ETF (AVDV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

SCHBAVDVDifference
Sharpe ratioReturn per unit of total volatility
1.96
2.53

-0.57

Sortino ratioReturn per unit of downside risk
2.66
3.36

-0.70

Omega ratioGain probability vs. loss probability

1.35

1.46

-0.10

Calmar ratioReturn relative to maximum drawdown

2.78

3.12

-0.34

Martin ratioReturn relative to average drawdown

12.44

12.44

0.00

SCHB vs. AVDV - Sharpe Ratio Comparison

The current SCHB Sharpe Ratio is 1.96, which is comparable to the AVDV Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of SCHB and AVDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

SCHB vs. AVDV - Drawdown Comparison

The maximum SCHB drawdown since its inception was -35.27%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for SCHB and AVDV.

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Drawdown Indicators

SCHBAVDVDifference

Max Drawdown

Largest peak-to-trough decline

-35.27%

-43.01%

+7.74%

Max Drawdown (1Y)

Largest decline over 1 year

-8.91%

-13.19%

+4.28%

Max Drawdown (3Y)

Largest decline over 3 years

-19.34%

-14.17%

-5.17%

Max Drawdown (5Y)

Largest decline over 5 years

-25.41%

-28.08%

+2.67%

Max Drawdown (10Y)

Largest decline over 10 years

-35.27%

—

—

Current Drawdown

Current decline from peak

-2.15%

-2.24%

+0.09%

Average Drawdown

Average peak-to-trough decline

-4.11%

-6.76%

+2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

3.30%

-1.31%

Volatility

SCHB vs. AVDV - Volatility Comparison

The current volatility for Schwab U.S. Broad Market ETF (SCHB) is 4.60%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 6.26%. This indicates that SCHB experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SCHBAVDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.60%

6.26%

-1.66%

Volatility (6M)

Calculated over the trailing 6-month period

9.86%

13.88%

-4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.63%

16.25%

-3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.31%

17.41%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

19.77%

-1.42%

SCHB vs. AVDV - Expense Ratio Comparison

SCHB has a 0.03% expense ratio, which is lower than AVDV's 0.36% expense ratio.

Dividends

SCHB vs. AVDV - Dividend Comparison

SCHB's dividend yield for the trailing twelve months is around 1.03%, less than AVDV's 4.11% yield.

PositionTTM20252024202320222021202020192018201720162015
AVDV
Avantis International Small Cap Value ETF		4.11%3.05%4.31%3.29%3.17%2.39%1.67%0.36%0.00%0.00%0.00%0.00%
SCHB
Schwab U.S. Broad Market ETF		1.03%1.11%1.24%1.40%1.61%1.21%1.63%1.80%2.00%1.65%1.86%2.00%

Frequently Asked Questions

SCHB and AVDV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVDV has higher volatility (6.26%) compared to SCHB (4.60%). In terms of maximum drawdown, SCHB dropped -35.27% vs AVDV's -43.01%.

On 5-year performance, AVDV leads with 13.63% vs 12.26% for SCHB. On fees, SCHB is cheaper at 0.03% per year. On volatility, SCHB has been the lower-risk option at 4.60%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, AVDV has performed better with a 13.63% return vs 12.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHB is cheaper with a 0.03% expense ratio, compared with 0.36% for AVDV.

AVDV has the higher dividend yield at 4.11%, compared with 1.03% for SCHB.

SCHB is categorized as Large Cap Blend Equities, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: Charles Schwab and Avantis. Their fees differ too: 0.03% for SCHB and 0.36% for AVDV.

AVDV currently has the higher Sharpe Ratio (2.53 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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