ETF comparison
AVMV vs SCHD
US Mid Cap vs Dividend.
Avantis U.S. Mid Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of AVMV and SCHD would leave roughly 10.7% 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 14 bps cheaper than AVMV. On a $100,000 position that's about $140/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 SCHD.
Top shared holdings
25 shared in total| # | Holding | In AVMV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Devon Energy Corp | 1.64% | 1.36% | 1.36% |
| 2 | Fastenal Co | 1.15% | 1.38% | 1.15% |
| 3 | Target Corp | 1.06% | 1.78% | 1.06% |
| 4 | ONEOK Inc | 0.77% | 1.47% | 0.77% |
| 5 | Darden Restaurants Inc | 0.60% | 0.60% | 0.60% |
| 6 | Hershey Co/The | 0.58% | 0.64% | 0.58% |
| 7 | T Rowe Price Group Inc | 0.59% | 0.58% | 0.58% |
| 8 | Principal Financial Group Inc | 0.60% | 0.53% | 0.53% |
| 9 | Kimberly-Clark Corp | 0.49% | 0.87% | 0.49% |
| 10 | East West Bancorp Inc | 0.43% | 0.42% | 0.42% |
| 11 | Best Buy Co Inc | 0.50% | 0.38% | 0.38% |
| 12 | APA Corp | 0.58% | 0.37% | 0.37% |
Only in AVMV
274 total- Chipotle Mexican Grill Inc 1.30%
- Ameriprise Financial Inc 1.24%
- Delta Air Lines Inc 1.22%
- State Street Corp 1.20%
- Flex Ltd 1.16%
- Ferguson Enterprises Inc 1.12%
- Old Dominion Freight Line Inc 1.12%
- Targa Resources Corp 1.12%
- Nucor Corp 1.11%
- Cheniere Energy Inc 1.11%
Only in SCHD
74 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
Related comparisons
More comparisons with AVMV
- AVMV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 10.1%
- AVMV vs IWD · iShares Russell 1000 Value ETF 9.4%
- AVMV vs VTV · Vanguard Morningstar Value ETF 6.7%
- AVMV vs DGRO · iShares Core Dividend Growth ETF 6.6%
- AVMV vs VTI · Vanguard Morningstar Total Stock Market ETF 6.2%
- AVMV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 6.2%
More comparisons with SCHD
- SCHD vs JQUA · JPMorgan U.S. Quality Factor ETF 10.6%
- SCHD vs FVD · First Trust Value Line Dividend Index Fund 10.5%
- SCHD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.2%
- SCHD vs JAVA · JPMorgan Active Value ETF 10.1%
- SCHD vs RSP · Invesco S&P 500 Equal Weight ETF 9.1%
- SCHD vs AVUS · Avantis US Equity ETF 9.0%
Percentages are holdings overlap with the named fund.
Open AVMV 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.