AVLV vs SCHR
Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).
5-Year PerformanceAVLV has outperformed SCHR, delivering a return of +14.8% compared to +1.8%
AVLV vs SCHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVLV vs SCHR - Historical Returns
Returns include dividend reinvestment.
AVLV vs SCHR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AVLV | SCHR |
|---|---|---|
| 2026 | +19.00% | -0.23% |
| 2025 | +15.23% | +7.37% |
| 2024 | +17.75% | +4.53% |
| 2023 | +18.28% | +7.21% |
| 2022 | -5.87% | -8.32% |
| 2021 | +5.92% | -1.71% |
| 2020 | N/A | +9.25% |
| 2019 | N/A | +8.62% |
| 2018 | N/A | +3.65% |
| 2017 | N/A | +3.19% |
| 2016 | N/A | +2.27% |
| 2015 | N/A | +2.98% |
| 2014 | N/A | +5.80% |
| 2013 | N/A | -1.57% |
| 2012 | N/A | +3.78% |
| 2011 | N/A | +12.09% |
| 2010 | N/A | -0.33% |
AVLV vs SCHR Drawdown Comparison
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.
The current AVLV drawdown is -1.15%. The current SCHR drawdown is -1.87%.
| Rank | AVLV | SCHR |
|---|---|---|
| #1 | -19.50% Nov 29, 2024 - Jul 25, 2025 | -13.78% Aug 4, 2020 - Aug 1, 2024 |
| #2 | -19.33% Mar 29, 2022 - Feb 2, 2023 | -5.40% Nov 4, 2010 - Jun 1, 2011 |
| #3 | -10.75% Feb 7, 2023 - Jul 12, 2023 | -4.93% May 1, 2013 - May 28, 2014 |
| #4 | -10.45% Jul 31, 2023 - Dec 13, 2023 | -4.68% Jul 5, 2016 - Aug 23, 2017 |
| #5 | -8.47% Jul 16, 2024 - Sep 19, 2024 | -4.08% Sep 16, 2024 - Apr 1, 2025 |
| #6 | -8.39% Jan 4, 2022 - Mar 25, 2022 | -3.30% Sep 7, 2017 - Dec 3, 2018 |
| #7 | -6.39% Feb 20, 2026 - Apr 14, 2026 | -2.79% Feb 27, 2026 - May 19, 2026 |
| #8 | -5.48% Mar 28, 2024 - Jul 12, 2024 | -2.45% Feb 2, 2012 - Apr 23, 2012 |
| #9 | -4.99% Nov 23, 2021 - Jan 3, 2022 | -2.44% Feb 2, 2015 - Aug 3, 2015 |
| #10 | -4.22% Nov 12, 2025 - Nov 26, 2025 | -2.37% Sep 22, 2011 - Nov 23, 2011 |
| #11 | -3.51% Oct 3, 2025 - Oct 24, 2025 | -2.26% Sep 4, 2019 - Oct 4, 2019 |
| #12 | -3.17% Sep 27, 2021 - Oct 15, 2021 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #13 | -2.95% Jul 25, 2025 - Aug 12, 2025 | -2.07% Apr 4, 2025 - Apr 30, 2025 |
| #14 | -2.79% Dec 27, 2023 - Jan 25, 2024 | -2.01% Oct 14, 2015 - Jan 13, 2016 |
| #15 | -2.32% Dec 11, 2025 - Dec 24, 2025 | -1.92% Apr 30, 2025 - Jun 25, 2025 |
Correlation
Correlation between AVLV and SCHR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2010 - 2026)
AVLV vs SCHR dividend yield comparison.
| Year | AVLV | SCHR |
|---|---|---|
| 2026 | 0.56% | 1.64% |
| 2025 | 1.33% | 3.85% |
| 2024 | 1.58% | 6.58% |
| 2023 | 1.85% | 6.31% |
| 2022 | 2.00% | 4.04% |
| 2021 | 0.29% | 1.99% |
| 2020 | 0.00% | 3.23% |
| 2019 | 0.00% | 4.63% |
| 2018 | 0.00% | 4.22% |
| 2017 | 0.00% | 3.30% |
| 2016 | 0.00% | 2.91% |
| 2015 | 0.00% | 3.12% |
| 2014 | 0.00% | 2.87% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 3.06% |
| 2010 | 0.00% | 1.13% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks