AVLV vs SCHI

Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceAVLV has outperformed SCHI, delivering a return of +14.2% compared to +1.4%

AVLV vs SCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVLV(ETF)	SCHI(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.15%	0.03%
Max Drawdown	20.18%	23.65%
Sharpe Ratio	2.42	0.76
5Y Beta	0.88	0.08
P/E Ratio	20.25	N/A
Forward P/E	15.33	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	N/A	16.70%
5Y EPS CAGR	23.56%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	3.54	N/A

Net Assets

Winner

AVLV

$10B

SCHI

$10B

Expense Ratio

AVLV

0.15%

Winner

SCHI

0.03%

Max Drawdown

Winner

AVLV

20.18%

SCHI

23.65%

Sharpe Ratio

Winner

AVLV

2.42

SCHI

0.76

5Y Beta

AVLV

0.88

Winner

SCHI

0.08

P/E Ratio

AVLV

20.25

SCHI

N/A

Forward P/E

AVLV

15.33

SCHI

N/A

PEG Ratio

AVLV

0.27

SCHI

N/A

5Y Dividends CAGR

AVLV

N/A

SCHI

16.70%

5Y EPS CAGR

AVLV

23.56%

SCHI

N/A

P/S Ratio

AVLV

1.75

SCHI

N/A

P/B Ratio

AVLV

3.54

SCHI

N/A

AVLV vs SCHI - Historical Returns

Returns include dividend reinvestment.

Period	AVLV	SCHI
1 month	+5.36%	+0.15%
3 months	+5.57%	-0.08%
6 months	+21.73%	+1.28%
1 year	+39.23%	+7.51%
5 years(CAGR)	+14.20%	+1.39%
Max(CAGR)	+14.20%	+2.25%

Winner

AVLV

+5.36%

SCHI

+0.15%

Winner

AVLV

+5.57%

SCHI

-0.08%

Winner

AVLV

+21.73%

SCHI

+1.28%

Winner

AVLV

+39.23%

SCHI

+7.51%

5Y(CAGR)

Winner

AVLV

+14.20%

SCHI

+1.39%

Max(CAGR)

Winner

AVLV

+14.20%

SCHI

+2.25%

AVLV vs SCHI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AVLV	SCHI
2026	+14.53%	+0.54%
2025	+15.23%	+9.42%
2024	+17.75%	+3.71%
2023	+18.28%	+8.39%
2022	-5.87%	-13.56%
2021	+5.92%	-1.70%
2020	N/A	+9.65%
2019	N/A	+1.00%

AVLV vs SCHI Drawdown Comparison

The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The current AVLV drawdown is -0.58%. The current SCHI drawdown is -1.07%.

Rank	AVLV	SCHI
#1	-19.50% Nov 29, 2024 - Jul 25, 2025	-20.67% Aug 3, 2021 - Jul 22, 2025
#2	-19.33% Mar 29, 2022 - Feb 2, 2023	-16.83% Mar 4, 2020 - Jun 8, 2020
#3	-10.75% Feb 7, 2023 - Jul 12, 2023	-4.36% Dec 31, 2020 - Aug 2, 2021
#4	-10.45% Jul 31, 2023 - Dec 13, 2023	-3.01% Feb 27, 2026 - Mar 27, 2026
#5	-8.47% Jul 16, 2024 - Sep 19, 2024	-1.44% Aug 6, 2020 - Nov 19, 2020
#6	-8.39% Jan 4, 2022 - Mar 25, 2022	-1.20% Oct 27, 2025 - Nov 26, 2025
#7	-6.39% Feb 20, 2026 - Apr 14, 2026	-1.12% Nov 1, 2019 - Nov 26, 2019
#8	-5.48% Mar 28, 2024 - Jul 12, 2024	-0.97% Jun 10, 2020 - Jun 15, 2020
#9	-4.99% Nov 23, 2021 - Jan 3, 2022	-0.82% Sep 15, 2025 - Oct 13, 2025
#10	-4.22% Nov 12, 2025 - Nov 26, 2025	-0.78% Jan 14, 2026 - Feb 5, 2026
#11	-3.51% Oct 3, 2025 - Oct 24, 2025	-0.65% Nov 26, 2025 - Dec 26, 2025
#12	-3.17% Sep 27, 2021 - Oct 15, 2021	-0.64% Jun 16, 2020 - Jul 1, 2020
#13	-2.95% Jul 25, 2025 - Aug 12, 2025	-0.56% Nov 30, 2020 - Dec 15, 2020
#14	-2.79% Dec 27, 2023 - Jan 25, 2024	-0.52% Aug 13, 2025 - Aug 22, 2025
#15	-2.32% Dec 11, 2025 - Dec 24, 2025	-0.49% Dec 3, 2019 - Dec 13, 2019