ETF comparison
AVLV vs SCHB
US Value vs US Total Market.
Avantis US Large Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
290 positions appear in both funds. Buying equal dollars of AVLV and SCHB would leave roughly 29.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 12 bps cheaper than AVLV. On a $100,000 position that's about $120/yr more in fees for AVLV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AVLV vs SCHB.
Top shared holdings
290 shared in total| # | Holding | In AVLV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 3.29% | 5.08% | 3.29% |
| 2 | Amazon.com Inc | 2.91% | 3.42% | 2.91% |
| 3 | Apple Inc | 2.58% | 6.27% | 2.58% |
| 4 | Meta Platforms Inc | 2.66% | 1.69% | 1.69% |
| 5 | Micron Technology Inc | 2.99% | 1.46% | 1.46% |
| 6 | JPMorgan Chase & Co | 2.59% | 1.28% | 1.28% |
| 7 | Eli Lilly & Co | 2.01% | 1.23% | 1.23% |
| 8 | ExxonMobil Holdings Corp | 2.36% | 0.90% | 0.90% |
| 9 | Costco Wholesale Corp | 2.31% | 0.56% | 0.56% |
| 10 | Chevron Corp | 0.77% | 0.52% | 0.52% |
| 11 | Caterpillar Inc | 1.66% | 0.49% | 0.49% |
| 12 | Merck & Co Inc | 0.53% | 0.49% | 0.49% |
Only in AVLV
8 total- Viking Holdings Ltd 0.23%
- Hess Midstream LP 0.10%
- Fox Corp 0.06%
- Super Group SGHC Ltd 0.03%
- U-Haul Holding Co 0.01%
- Ingram Micro Holding Corp 0.00%
- Smithfield Foods Inc 0.00%
- Brown-Forman Corp 0.00%
Only in SCHB
2,082 total- NVIDIA Corp 7.20%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Tesla Inc 1.39%
- Berkshire Hathaway Inc 1.24%
- Advanced Micro Devices Inc 1.03%
- Johnson & Johnson 0.86%
- Mastercard Inc 0.64%
- Walmart Inc 0.62%
Related comparisons
More comparisons with AVLV
- AVLV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 28.9%
- AVLV vs IVV · iShares Core S&P 500 ETF 28.9%
- AVLV vs IWX · iShares Russell Top 200 Value ETF 28.8%
- AVLV vs VOO · Vanguard S&P 500 ETF 28.7%
- AVLV vs VTI · Vanguard Morningstar Total Stock Market ETF 28.4%
- AVLV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 28.2%
More comparisons with SCHB
- SCHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 27.1%
- SCHB vs MTUM · iShares MSCI USA Momentum Factor ETF 25.9%
- SCHB vs ACWV · iShares MSCI Global Min Vol Factor ETF 23.3%
- SCHB vs RDVY · First Trust Rising Dividend Achievers ETF 21.3%
- SCHB vs SPHB · Invesco S&P 500 High Beta ETF 20.2%
- SCHB vs RPG · Invesco S&P 500 Pure Growth ETF 19.8%
Percentages are holdings overlap with the named fund.
Open AVLV or SCHB at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.