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SCHR vs AVLV

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

5-Year PerformanceAVLV has outperformed SCHR, delivering a return of +14.8% compared to +1.8%

SCHR vs AVLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHR
$13B
AVLV
$13B
Expense Ratio
Winner
SCHR
0.03%
AVLV
0.15%
Max Drawdown
Winner
SCHR
20.13%
AVLV
20.18%
Sharpe Ratio
SCHR
-0.11
Winner
AVLV
2.38
5Y Beta
Winner
SCHR
-0.01
AVLV
0.88
P/E Ratio
SCHR
N/A
AVLV
21.01
Forward P/E
SCHR
N/A
AVLV
15.31
PEG Ratio
SCHR
N/A
AVLV
0.32
5Y Dividends CAGR
SCHR
21.13%
AVLV
N/A
5Y EPS CAGR
SCHR
N/A
AVLV
19.34%

SCHR vs AVLV - Historical Returns

Returns include dividend reinvestment.

1M
SCHR
+0.70%
Winner
AVLV
+3.97%
3M
SCHR
-0.39%
Winner
AVLV
+13.66%
6M
SCHR
-0.39%
Winner
AVLV
+21.54%
1Y
SCHR
+3.21%
Winner
AVLV
+38.65%
5Y(CAGR)
SCHR
+1.81%
Winner
AVLV
+14.76%
10Y(CAGR)
SCHR
+2.95%
AVLV
N/A
Max(CAGR)
SCHR
+3.56%
Winner
AVLV
+14.76%

SCHR vs AVLV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSCHRAVLV
2026-0.23%+19.00%
2025+7.37%+15.23%
2024+4.53%+17.75%
2023+7.21%+18.28%
2022-8.32%-5.87%
2021-1.71%+5.92%
2020+9.25%N/A
2019+8.62%N/A
2018+3.65%N/A
2017+3.19%N/A
2016+2.27%N/A
2015+2.98%N/A
2014+5.80%N/A
2013-1.57%N/A
2012+3.78%N/A
2011+12.09%N/A
2010-0.33%N/A

SCHR vs AVLV Drawdown Comparison

The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.

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

The current SCHR drawdown is -1.87%. The current AVLV drawdown is -1.15%.

RankSCHRAVLV
#1-13.78%
Aug 4, 2020 - Aug 1, 2024
-19.50%
Nov 29, 2024 - Jul 25, 2025
#2-5.40%
Nov 4, 2010 - Jun 1, 2011
-19.33%
Mar 29, 2022 - Feb 2, 2023
#3-4.93%
May 1, 2013 - May 28, 2014
-10.75%
Feb 7, 2023 - Jul 12, 2023
#4-4.68%
Jul 5, 2016 - Aug 23, 2017
-10.45%
Jul 31, 2023 - Dec 13, 2023
#5-4.08%
Sep 16, 2024 - Apr 1, 2025
-8.47%
Jul 16, 2024 - Sep 19, 2024
#6-3.30%
Sep 7, 2017 - Dec 3, 2018
-8.39%
Jan 4, 2022 - Mar 25, 2022
#7-2.79%
Feb 27, 2026 - May 19, 2026
-6.39%
Feb 20, 2026 - Apr 14, 2026
#8-2.45%
Feb 2, 2012 - Apr 23, 2012
-5.48%
Mar 28, 2024 - Jul 12, 2024
#9-2.44%
Feb 2, 2015 - Aug 3, 2015
-4.99%
Nov 23, 2021 - Jan 3, 2022
#10-2.37%
Sep 22, 2011 - Nov 23, 2011
-4.22%
Nov 12, 2025 - Nov 26, 2025
#11-2.26%
Sep 4, 2019 - Oct 4, 2019
-3.51%
Oct 3, 2025 - Oct 24, 2025
#12-2.21%
Mar 9, 2020 - Mar 23, 2020
-3.17%
Sep 27, 2021 - Oct 15, 2021
#13-2.07%
Apr 4, 2025 - Apr 30, 2025
-2.95%
Jul 25, 2025 - Aug 12, 2025
#14-2.01%
Oct 14, 2015 - Jan 13, 2016
-2.79%
Dec 27, 2023 - Jan 25, 2024
#15-1.92%
Apr 30, 2025 - Jun 25, 2025
-2.32%
Dec 11, 2025 - Dec 24, 2025

Correlation

Correlation between SCHR and AVLV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2010 - 2026)

SCHR vs AVLV dividend yield comparison.

YearSCHRAVLV
20261.64%0.56%
20253.85%1.33%
20246.58%1.58%
20236.31%1.85%
20224.04%2.00%
20211.99%0.29%
20203.23%0.00%
20194.63%0.00%
20184.22%0.00%
20173.30%0.00%
20162.91%0.00%
20153.12%0.00%
20142.87%0.00%
20132.14%0.00%
20122.14%0.00%
20113.06%0.00%
20101.13%0.00%

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