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AVLV vs SCHP

Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).

5-Year PerformanceAVLV has outperformed SCHP, delivering a return of +14.8% compared to +0.7%

AVLV vs SCHP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AVLV
$17B
SCHP
$17B
Expense Ratio
AVLV
0.15%
Winner
SCHP
0.03%
Max Drawdown
Winner
AVLV
20.18%
SCHP
22.23%
Sharpe Ratio
Winner
AVLV
2.20
SCHP
-0.25
5Y Beta
AVLV
0.87
Winner
SCHP
0.03
P/E Ratio
AVLV
21.56
SCHP
N/A
Forward P/E
AVLV
15.51
SCHP
N/A
PEG Ratio
AVLV
0.31
SCHP
N/A
5Y Dividends CAGR
AVLV
N/A
SCHP
10.58%
5Y EPS CAGR
AVLV
18.80%
SCHP
N/A
P/S Ratio
AVLV
1.98
SCHP
N/A
P/B Ratio
AVLV
3.76
SCHP
N/A

AVLV vs SCHP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVLV
+0.52%
SCHP
+0.08%
3M
Winner
AVLV
+8.64%
SCHP
-0.31%
6M
Winner
AVLV
+16.39%
SCHP
+0.73%
1Y
Winner
AVLV
+35.44%
SCHP
+2.63%
5Y(CAGR)
Winner
AVLV
+14.80%
SCHP
+0.66%
10Y(CAGR)
AVLV
N/A
SCHP
+2.44%
Max(CAGR)
Winner
AVLV
+14.80%
SCHP
+2.75%

AVLV vs SCHP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearAVLVSCHP
2026+20.67%+0.92%
2025+15.23%+6.85%
2024+17.75%+2.08%
2023+18.28%+3.63%
2022-5.87%-11.55%
2021+5.92%+5.69%
2020N/A+10.35%
2019N/A+8.32%
2018N/A-1.53%
2017N/A+2.78%
2016N/A+4.36%
2015N/A-2.26%
2014N/A+4.18%
2013N/A-8.67%
2012N/A+6.75%
2011N/A+13.68%
2010N/A+1.17%

AVLV vs SCHP Drawdown Comparison

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

The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.

The current SCHP drawdown is -0.96%.

RankAVLVSCHP
#1-19.50%
Nov 29, 2024 - Jul 25, 2025
-14.25%
Mar 8, 2022 - Oct 22, 2025
#2-19.33%
Mar 29, 2022 - Feb 2, 2023
-11.20%
Dec 10, 2012 - Mar 20, 2019
#3-10.75%
Feb 7, 2023 - Jul 12, 2023
-10.85%
Mar 6, 2020 - Jun 10, 2020
#4-10.45%
Jul 31, 2023 - Dec 13, 2023
-5.66%
Oct 25, 2010 - Apr 19, 2011
#5-8.47%
Jul 16, 2024 - Sep 19, 2024
-5.00%
Nov 9, 2021 - Mar 8, 2022
#6-8.39%
Jan 4, 2022 - Mar 25, 2022
-3.59%
Aug 10, 2011 - Nov 7, 2011
#7-6.39%
Feb 20, 2026 - Apr 14, 2026
-2.87%
Jan 25, 2021 - May 5, 2021
#8-5.48%
Mar 28, 2024 - Jul 12, 2024
-2.43%
Aug 29, 2019 - Jan 3, 2020
#9-4.99%
Nov 23, 2021 - Jan 3, 2022
-2.37%
Jul 31, 2012 - Sep 13, 2012
#10-4.22%
Nov 12, 2025 - Nov 26, 2025
-1.93%
Feb 27, 2026 - May 1, 2026
#11-3.51%
Oct 3, 2025 - Oct 24, 2025
-1.87%
Feb 2, 2012 - Apr 17, 2012
#12-3.17%
Sep 27, 2021 - Oct 15, 2021
-1.53%
Nov 7, 2011 - Jan 17, 2012
#13-2.95%
Jul 25, 2025 - Aug 12, 2025
-1.45%
Oct 27, 2021 - Nov 8, 2021
#14-2.79%
Dec 27, 2023 - Jan 25, 2024
-1.45%
Sep 9, 2021 - Oct 25, 2021
#15-2.32%
Dec 11, 2025 - Dec 24, 2025
-1.43%
Jun 1, 2012 - Jul 10, 2012

Correlation

Correlation between AVLV and SCHP is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2010 - 2026)

AVLV vs SCHP dividend yield comparison.

YearAVLVSCHP
20260.56%2.09%
20251.33%4.06%
20241.58%2.99%
20231.85%3.02%
20222.00%7.19%
20210.29%4.39%
20200.00%1.11%
20190.00%2.02%
20180.00%2.26%
20170.00%1.90%
20160.00%1.38%
20150.00%0.28%
20140.00%1.30%
20130.00%0.67%
20120.00%1.59%
20110.00%2.81%
20100.00%0.39%

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