ETF comparison
AVLV vs SCHB
US Value vs US Total Market.
Avantis US Large Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
266 positions appear in both funds. Buying equal dollars of AVLV and SCHB would leave roughly 27.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 12 bps cheaper than AVLV. On a $100,000 position that's about $120/yr more in fees for AVLV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AVLV vs SCHB.
Top shared holdings
266 shared in total| # | Holding | In AVLV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 3.17% | 3.62% | 3.17% |
| 2 | Apple Inc | 3.17% | 6.26% | 3.17% |
| 3 | Meta Platforms Inc | 2.74% | 1.89% | 1.89% |
| 4 | Microsoft Corp | 1.63% | 4.57% | 1.63% |
| 5 | Micron Technology Inc | 4.57% | 1.49% | 1.49% |
| 6 | JPMorgan Chase & Co | 1.78% | 1.10% | 1.10% |
| 7 | Exxon Mobil Corp | 2.58% | 0.83% | 0.83% |
| 8 | Walmart Inc | 0.89% | 0.69% | 0.69% |
| 9 | Costco Wholesale Corp | 2.05% | 0.58% | 0.58% |
| 10 | Caterpillar Inc | 2.52% | 0.56% | 0.56% |
| 11 | Lam Research Corp | 2.52% | 0.54% | 0.54% |
| 12 | Netflix Inc | 0.91% | 0.50% | 0.50% |
Only in AVLV
10 total- Viking Holdings Ltd 0.11%
- Hess Midstream LP 0.10%
- Fox Corp 0.10%
- Super Group SGHC Ltd 0.02%
- Lennar Corp 0.00%
- Ingram Micro Holding Corp 0.00%
- Smithfield Foods Inc 0.00%
- Opendoor Technologies Inc 0.00%
- Brown-Forman Corp 0.00%
- U-Haul Holding Co 0.00%
Only in SCHB
2,139 total- NVIDIA Corp 7.02%
- Broadcom Inc 2.90%
- Tesla Inc 1.68%
- Eli Lilly & Co 1.20%
- Berkshire Hathaway Inc 1.19%
- Advanced Micro Devices Inc 1.15%
- Johnson & Johnson 0.74%
- Intel Corp 0.74%
- Cisco Systems Inc 0.65%
- Mastercard Inc 0.55%
Related comparisons
More comparisons with AVLV
- AVLV vs QQQ · Invesco QQQ Trust 26.9%
- AVLV vs SPY · State Street SPDR S&P 500 ETF Trust 26.7%
- AVLV vs DGRO · iShares Core Dividend Growth ETF 23.0%
- AVLV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 22.7%
- AVLV vs JAVA · JPMorgan Active Value ETF 22.2%
- AVLV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.4%
More comparisons with SCHB
- SCHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 26.9%
- SCHB vs MTUM · iShares MSCI USA Momentum Factor ETF 26.3%
- SCHB vs RDVY · First Trust Rising Dividend Achievers ETF 20.6%
- SCHB vs RPG · Invesco S&P 500 Pure Growth ETF 20.1%
- SCHB vs ACWV · iShares MSCI Global Min Vol Factor ETF 19.9%
- SCHB vs SPHB · Invesco S&P 500 High Beta ETF 19.8%
Percentages are holdings overlap with the named fund.
Open AVLV or SCHB at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.