AVLV vs SCHE
Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and SCHWAB EMERGING MARKETS EQUITY ETF (SCHE, ETF).
5-Year PerformanceAVLV has outperformed SCHE, delivering a return of +14.8% compared to +5.7%
AVLV vs SCHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVLV
$13B
SCHE
$13B
Expense Ratio
AVLV
0.15%
Winner
SCHE
0.07%
Max Drawdown
Winner
AVLV
20.18%
SCHE
43.08%
Sharpe Ratio
Winner
AVLV
2.38
SCHE
1.37
5Y Beta
AVLV
0.88
Winner
SCHE
0.74
P/E Ratio
AVLV
21.01
SCHE
N/A
Forward P/E
AVLV
15.31
SCHE
N/A
PEG Ratio
AVLV
0.32
SCHE
N/A
5Y Dividends CAGR
AVLV
N/A
SCHE
4.54%
5Y EPS CAGR
AVLV
19.34%
SCHE
N/A
AVLV vs SCHE - Holdings Comparison
AVLV and SCHE have 1 common holdings. Overlap is 0.00%
AVLV's top 25 holdings weight is 45.58%. SCHE's top 25 holdings weight is 36.48%.
| Rank | AVLV | SCHE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 4.96% | n/a (n/a) - 10.49% |
| #2 | APPLE INC (AAPL) - 3.18% | TENCENT HOLDINGS LTD (n/a) - 4.66% |
| #3 | AMAZON.COM INC (AMZN) - 2.98% | n/a (n/a) - 3.02% |
| #4 | EXXON MOBIL CORP (XOM) - 2.64% | HDFC BANK LTD (n/a) - 1.48% |
| #5 | LAM RESEARCH CORP (LRCX) - 2.63% | XIAOMI CORP CLASS B (n/a) - 1.43% |
| #6 | CATERPILLAR INC (CAT) - 2.60% | SSC GOVERNMENT MM GVMXX (n/a) - 1.42% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.56% | RELIANCE INDUSTRIES LTD (n/a) - 1.26% |
| #8 | COSTCO WHOLESALE CORP (COST) - 2.03% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.78% | ICICI BANK LTD (n/a) - 1.01% |
| #10 | MERCK & CO INC (MRK) - 1.69% | PDD HOLDINGS INC ADR (PDD) - 0.98% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.63% | MEITUAN CLASS B (n/a) - 0.98% |
| #12 | MICROSOFT CORP (MSFT) - 1.59% | MEDIATEK INC (n/a) - 0.80% |
| #13 | UNION PACIFIC CORP (UNP) - 1.53% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75% |
| #14 | TJX COMPANIES INC (TJX) - 1.50% | n/a (n/a) - 0.75% |
| #15 | MORGAN STANLEY (MS) - 1.40% | INFOSYS LTD (n/a) - 0.72% |
| #16 | GILEAD SCIENCES INC (GILD) - 1.21% | BYD CO LTD CLASS H (n/a) - 0.71% |
| #17 | CONOCOPHILLIPS (COP) - 1.19% | BHARTI AIRTEL LTD (n/a) - 0.67% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.14% | NASPERS LTD CLASS N (n/a) - 0.58% |
| #19 | FLEX LTD (FLEX) - 1.11% | NETEASE INC ORDINARY SHARES (n/a) - 0.57% |
| #20 | GENERAL MOTORS CO (GM) - 1.08% | n/a (n/a) - 0.56% |
| #21 | CSX CORP (CSX) - 1.07% | AL RAJHI BANK (n/a) - 0.56% |
| #22 | PROGRESSIVE CORP (PGR) - 1.07% | MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54% |
| #23 | DEERE & CO (DE) - 1.01% | BANK OF CHINA LTD CLASS H (n/a) - 0.49% |
| #24 | ROSS STORES INC (ROST) - 1.01% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.99% | TRIP.COM GROUP LTD (n/a) - 0.44% |
| Total Holdings | 279 | 2060 |
AVLV vs SCHE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVLV
+3.97%
SCHE
+3.92%
3M
Winner
AVLV
+13.66%
SCHE
+11.86%
6M
Winner
AVLV
+21.54%
SCHE
+14.86%
1Y
Winner
AVLV
+38.65%
SCHE
+29.52%
5Y(CAGR)
Winner
AVLV
+14.76%
SCHE
+5.68%
10Y(CAGR)
AVLV
N/A
SCHE
+9.10%
Max(CAGR)
Winner
AVLV
+14.76%
SCHE
+5.08%
AVLV vs SCHE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AVLV | SCHE |
|---|---|---|
| 2026 | +19.00% | +10.06% |
| 2025 | +15.23% | +26.79% |
| 2024 | +17.75% | +12.09% |
| 2023 | +18.28% | +7.70% |
| 2022 | -5.87% | -18.40% |
| 2021 | +5.92% | -1.09% |
| 2020 | N/A | +11.85% |
| 2019 | N/A | +19.86% |
| 2018 | N/A | -15.00% |
| 2017 | N/A | +31.51% |
| 2016 | N/A | +16.52% |
| 2015 | N/A | -15.70% |
| 2014 | N/A | +3.35% |
| 2013 | N/A | -6.02% |
| 2012 | N/A | +14.99% |
| 2011 | N/A | -17.91% |
| 2010 | N/A | +15.52% |
AVLV vs SCHE Drawdown Comparison
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for SCHE was -36.25%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.
The current AVLV drawdown is -1.15%. The current SCHE drawdown is -0.81%.
| Rank | AVLV | SCHE |
|---|---|---|
| #1 | -19.50% Nov 29, 2024 - Jul 25, 2025 | -36.25% Jan 26, 2018 - Nov 9, 2020 |
| #2 | -19.33% Mar 29, 2022 - Feb 2, 2023 | -35.73% Feb 17, 2021 - Jul 16, 2025 |
| #3 | -10.75% Feb 7, 2023 - Jul 12, 2023 | -35.64% Sep 5, 2014 - Jul 14, 2017 |
| #4 | -10.45% Jul 31, 2023 - Dec 13, 2023 | -29.51% Apr 8, 2011 - Jul 28, 2014 |
| #5 | -8.47% Jul 16, 2024 - Sep 19, 2024 | -18.24% Apr 14, 2010 - Sep 15, 2010 |
| #6 | -8.39% Jan 4, 2022 - Mar 25, 2022 | -12.63% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -6.39% Feb 20, 2026 - Apr 14, 2026 | -11.29% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -5.48% Mar 28, 2024 - Jul 12, 2024 | -7.97% Jan 3, 2011 - Apr 1, 2011 |
| #9 | -4.99% Nov 23, 2021 - Jan 3, 2022 | -7.65% Nov 5, 2010 - Jan 3, 2011 |
| #10 | -4.22% Nov 12, 2025 - Nov 26, 2025 | -5.68% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -3.51% Oct 3, 2025 - Oct 24, 2025 | -5.21% Jan 20, 2021 - Feb 5, 2021 |
| #12 | -3.17% Sep 27, 2021 - Oct 15, 2021 | -5.04% May 6, 2026 - Jun 2, 2026 |
| #13 | -2.95% Jul 25, 2025 - Aug 12, 2025 | -5.02% Oct 29, 2025 - Jan 2, 2026 |
| #14 | -2.79% Dec 27, 2023 - Jan 25, 2024 | -4.54% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -2.32% Dec 11, 2025 - Dec 24, 2025 | -4.52% Nov 22, 2017 - Dec 28, 2017 |
Correlation
Correlation between AVLV and SCHE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
AVLV vs SCHE dividend yield comparison.
| Year | AVLV | SCHE |
|---|---|---|
| 2026 | 0.56% | 0.00% |
| 2025 | 1.33% | 2.88% |
| 2024 | 1.58% | 3.03% |
| 2023 | 1.85% | 3.83% |
| 2022 | 2.00% | 2.88% |
| 2021 | 0.29% | 2.86% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 3.27% |
| 2018 | 0.00% | 2.64% |
| 2017 | 0.00% | 2.31% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.50% |
| 2014 | 0.00% | 2.86% |
| 2013 | 0.00% | 2.56% |
| 2012 | 0.00% | 2.11% |
| 2011 | 0.00% | 4.96% |
| 2010 | 0.00% | 0.80% |
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