ETF comparison
AVMV vs SCHB
US Mid Cap vs US Total Market.
Avantis U.S. Mid Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
287 positions appear in both funds. Buying equal dollars of AVMV and SCHB would leave roughly 6.2% 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 17 bps cheaper than AVMV. On a $100,000 position that's about $170/yr more in fees for AVMV.
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 AVMV vs SCHB.
Top shared holdings
287 shared in total| # | Holding | In AVMV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Target Corp | 1.06% | 0.10% | 0.10% |
| 2 | Targa Resources Corp | 1.12% | 0.09% | 0.09% |
| 3 | Cheniere Energy Inc | 1.11% | 0.08% | 0.08% |
| 4 | ONEOK Inc | 0.77% | 0.08% | 0.08% |
| 5 | Nucor Corp | 1.11% | 0.08% | 0.08% |
| 6 | Fastenal Co | 1.15% | 0.08% | 0.08% |
| 7 | WW Grainger Inc | 0.35% | 0.08% | 0.08% |
| 8 | Devon Energy Corp | 1.64% | 0.08% | 0.08% |
| 9 | Comfort Systems USA Inc | 0.70% | 0.07% | 0.07% |
| 10 | State Street Corp | 1.20% | 0.07% | 0.07% |
| 11 | MetLife Inc | 0.51% | 0.07% | 0.07% |
| 12 | Delta Air Lines Inc | 1.22% | 0.07% | 0.07% |
Only in AVMV
12 total- Viking Holdings Ltd 0.46%
- Hess Midstream LP 0.15%
- GLOBALFOUNDRIES Inc 0.12%
- Banco Santander SA 0.05%
- Fox Corp 0.04%
- Super Group SGHC Ltd 0.03%
- Brown-Forman Corp 0.03%
- Smithfield Foods Inc 0.03%
- Lennar Corp 0.02%
- U-Haul Holding Co 0.02%
Only in SCHB
2,085 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Amazon.com Inc 3.42%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
Related comparisons
More comparisons with AVMV
- AVMV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 5.3%
- AVMV vs SPY · State Street SPDR S&P 500 ETF Trust 4.4%
- AVMV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.4%
- AVMV vs IVV · iShares Core S&P 500 ETF 4.4%
- AVMV vs VOO · Vanguard S&P 500 ETF 4.4%
- AVMV vs IWM · iShares Russell 2000 ETF 3.3%
More comparisons with SCHB
- SCHB vs FDL · First Trust Morningstar Dividend Leaders Index Fund 5.2%
- SCHB vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.1%
- SCHB vs VBK · Vanguard Morningstar Small-Cap Growth ETF 5.1%
- SCHB vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 5.0%
- SCHB vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4.8%
- SCHB vs IJH · iShares Core S&P Mid-Cap ETF 4.7%
Percentages are holdings overlap with the named fund.
Open AVMV 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.