ETF comparison
AVLV vs SCHD
US Value vs Dividend.
Avantis US Large Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
32 positions appear in both funds. Buying equal dollars of AVLV and SCHD would leave roughly 12.3% 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
SCHD is 9 bps cheaper than AVLV. On a $100,000 position that's about $90/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 SCHD.
Top shared holdings
32 shared in total| # | Holding | In AVLV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Verizon Communications Inc | 1.69% | 3.96% | 1.69% |
| 2 | ConocoPhillips | 1.18% | 3.93% | 1.18% |
| 3 | Target Corp | 1.03% | 1.78% | 1.03% |
| 4 | QUALCOMM Inc | 0.90% | 2.52% | 0.90% |
| 5 | EOG Resources Inc | 0.88% | 1.88% | 0.88% |
| 6 | Chevron Corp | 0.77% | 4.01% | 0.77% |
| 7 | United Parcel Service Inc | 0.69% | 1.89% | 0.69% |
| 8 | Comcast Corp | 0.60% | 2.31% | 0.60% |
| 9 | Merck & Co Inc | 0.53% | 4.76% | 0.53% |
| 10 | Devon Energy Corp | 0.50% | 1.36% | 0.50% |
| 11 | Fastenal Co | 0.40% | 1.38% | 0.40% |
| 12 | Best Buy Co Inc | 0.35% | 0.38% | 0.35% |
Only in AVLV
266 total- Microsoft Corp 3.29%
- Micron Technology Inc 2.99%
- Amazon.com Inc 2.91%
- Meta Platforms Inc 2.66%
- JPMorgan Chase & Co 2.59%
- Apple Inc 2.58%
- ExxonMobil Holdings Corp 2.36%
- Costco Wholesale Corp 2.31%
- Eli Lilly & Co 2.01%
- Caterpillar Inc 1.66%
Only in SCHD
67 total- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
- PepsiCo Inc 3.64%
- Bristol-Myers Squibb Co 3.32%
- Texas Instruments Inc 3.12%
- Altria Group Inc 2.78%
Related comparisons
More comparisons with AVLV
- AVLV vs IJH · iShares Core S&P Mid-Cap ETF 11.3%
- AVLV vs IWM · iShares Russell 2000 ETF 2.3%
- AVLV vs IJR · iShares Core S&P Small-Cap ETF 1.8%
- AVLV vs DFLV · Dimensional US Large Cap Value ETF 40.0%
- AVLV vs DFUV · Dimensional US Marketwide Value ETF 36.8%
- AVLV vs PRF · Invesco RAFI US 1000 ETF 35.9%
More comparisons with SCHD
- SCHD vs SPHQ · Invesco S&P 500 Quality ETF 12.0%
- SCHD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 11.6%
- SCHD vs IWD · iShares Russell 1000 Value ETF 11.2%
- SCHD vs RPV · Invesco S&P 500 Pure Value ETF 11.1%
- SCHD vs USMV · iShares MSCI USA Min Vol Factor ETF 10.9%
- SCHD vs AVMV · Avantis U.S. Mid Cap Value ETF 10.7%
Percentages are holdings overlap with the named fund.
Open AVLV or SCHD 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.