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AVLV vs SCHO

Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceAVLV has outperformed SCHO, delivering a return of +14.8% compared to +3.6%

AVLV vs SCHO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVLV
$13B
Winner
SCHO
$13B
Expense Ratio
AVLV
0.15%
Winner
SCHO
0.03%
Max Drawdown
AVLV
20.18%
Winner
SCHO
7.87%
Sharpe Ratio
Winner
AVLV
2.38
SCHO
-0.36
5Y Beta
AVLV
0.88
Winner
SCHO
-0.01
P/E Ratio
AVLV
21.01
SCHO
N/A
Forward P/E
AVLV
15.31
SCHO
N/A
PEG Ratio
AVLV
0.32
SCHO
N/A
5Y Dividends CAGR
AVLV
N/A
SCHO
34.39%
5Y EPS CAGR
AVLV
19.34%
SCHO
N/A

AVLV vs SCHO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVLV
+3.97%
SCHO
+0.14%
3M
Winner
AVLV
+13.66%
SCHO
+0.27%
6M
Winner
AVLV
+21.54%
SCHO
+0.57%
1Y
Winner
AVLV
+38.65%
SCHO
+3.22%
5Y(CAGR)
Winner
AVLV
+14.76%
SCHO
+3.59%
10Y(CAGR)
AVLV
N/A
SCHO
+3.28%
Max(CAGR)
Winner
AVLV
+14.76%
SCHO
+2.49%

AVLV vs SCHO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearAVLVSCHO
2026+19.00%+0.50%
2025+15.23%+5.14%
2024+17.75%+7.16%
2023+18.28%+8.20%
2022-5.87%-2.48%
2021+5.92%-0.25%
2020N/A+4.43%
2019N/A+5.86%
2018N/A+2.99%
2017N/A+1.47%
2016N/A+1.50%
2015N/A+1.11%
2014N/A+1.08%
2013N/A+0.64%
2012N/A+0.60%
2011N/A+1.85%
2010N/A+0.28%

AVLV vs SCHO Drawdown Comparison

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

The maximum drawdown for SCHO was -4.87%, occurring on Oct 20, 2022. Recovery took 440 trading sessions.

The current AVLV drawdown is -1.15%. The current SCHO drawdown is -0.23%.

RankAVLVSCHO
#1-19.50%
Nov 29, 2024 - Jul 25, 2025
-4.87%
Aug 3, 2021 - May 3, 2023
#2-19.33%
Mar 29, 2022 - Feb 2, 2023
-1.23%
May 4, 2023 - Aug 4, 2023
#3-10.75%
Feb 7, 2023 - Jul 12, 2023
-0.93%
Oct 1, 2024 - Jan 16, 2025
#4-10.45%
Jul 31, 2023 - Dec 13, 2023
-0.86%
Feb 27, 2026 - Mar 26, 2026
#5-8.47%
Jul 16, 2024 - Sep 19, 2024
-0.76%
Feb 1, 2024 - Mar 1, 2024
#6-8.39%
Jan 4, 2022 - Mar 25, 2022
-0.71%
Nov 4, 2016 - Feb 24, 2017
#7-6.39%
Feb 20, 2026 - Apr 14, 2026
-0.70%
Nov 1, 2010 - Mar 16, 2011
#8-5.48%
Mar 28, 2024 - Jul 12, 2024
-0.69%
Sep 4, 2019 - Oct 1, 2019
#9-4.99%
Nov 23, 2021 - Jan 3, 2022
-0.64%
Apr 30, 2025 - Jun 20, 2025
#10-4.22%
Nov 12, 2025 - Nov 26, 2025
-0.55%
Oct 14, 2015 - Jan 20, 2016
#11-3.51%
Oct 3, 2025 - Oct 24, 2025
-0.53%
Sep 7, 2017 - Apr 2, 2018
#12-3.17%
Sep 27, 2021 - Oct 15, 2021
-0.52%
Apr 4, 2024 - May 1, 2024
#13-2.95%
Jul 25, 2025 - Aug 12, 2025
-0.46%
Mar 17, 2011 - Apr 27, 2011
#14-2.79%
Dec 27, 2023 - Jan 25, 2024
-0.45%
Apr 4, 2025 - Apr 21, 2025
#15-2.32%
Dec 11, 2025 - Dec 24, 2025
-0.43%
Oct 15, 2014 - Jan 12, 2015

Correlation

Correlation between AVLV and SCHO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2010 - 2026)

AVLV vs SCHO dividend yield comparison.

YearAVLVSCHO
20260.56%1.58%
20251.33%4.06%
20241.58%7.52%
20231.85%7.52%
20222.00%2.67%
20210.29%0.83%
20200.00%2.55%
20190.00%4.53%
20180.00%3.20%
20170.00%2.23%
20160.00%1.63%
20150.00%1.36%
20140.00%0.94%
20130.00%0.58%
20120.00%0.58%
20110.00%0.81%
20100.00%0.26%

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