ETF comparison
AVMV vs SCHB
US Mid Cap vs US Total Market.
Avantis U.S. Mid Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
294 positions appear in both funds. Buying equal dollars of AVMV and SCHB would leave roughly 6.2% 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 17 bps cheaper than AVMV. On a $100,000 position that's about $170/yr more in fees for AVMV.
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 AVMV vs SCHB.
Top shared holdings
294 shared in total| # | Holding | In AVMV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Comfort Systems USA Inc | 1.03% | 0.09% | 0.09% |
| 2 | Target Corp | 1.05% | 0.08% | 0.08% |
| 3 | Nucor Corp | 1.33% | 0.08% | 0.08% |
| 4 | Flex Ltd | 1.67% | 0.08% | 0.08% |
| 5 | Targa Resources Corp | 1.22% | 0.08% | 0.08% |
| 6 | WW Grainger Inc | 0.42% | 0.07% | 0.07% |
| 7 | Delta Air Lines Inc | 1.58% | 0.07% | 0.07% |
| 8 | ONEOK Inc | 0.84% | 0.07% | 0.07% |
| 9 | Devon Energy Corp | 1.60% | 0.07% | 0.07% |
| 10 | Fastenal Co | 0.41% | 0.07% | 0.07% |
| 11 | Cheniere Energy Inc | 0.89% | 0.07% | 0.07% |
| 12 | ON Semiconductor Corp | 1.48% | 0.06% | 0.06% |
Only in AVMV
10 total- Viking Holdings Ltd 0.46%
- Fox Corp 0.23%
- Hess Midstream LP 0.14%
- GLOBALFOUNDRIES Inc 0.10%
- Brown-Forman Corp 0.03%
- Smithfield Foods Inc 0.03%
- Lennar Corp 0.03%
- U-Haul Holding Co 0.01%
- Super Group SGHC Ltd 0.01%
- Ingram Micro Holding Corp 0.00%
Only in SCHB
2,111 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
Related comparisons
More comparisons with AVMV
- AVMV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 5.3%
- AVMV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.5%
- AVMV vs IVV · iShares Core S&P 500 ETF 4.5%
- AVMV vs VOO · Vanguard S&P 500 ETF 4.5%
- AVMV vs SPY · State Street SPDR S&P 500 ETF Trust 4.1%
- AVMV vs IWF · iShares Russell 1000 Growth ETF 2.8%
More comparisons with SCHB
- SCHB vs VBK · Vanguard Morningstar Small-Cap Growth ETF 5.2%
- SCHB vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 4.9%
- SCHB vs FDL · First Trust Morningstar Dividend Leaders Index Fund 4.9%
- SCHB vs VFLO · Victoryshares Free Cash Flow ETF 4.8%
- SCHB vs IJH · iShares Core S&P Mid-Cap ETF 4.8%
- SCHB vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.8%
Percentages are holdings overlap with the named fund.
Open AVMV 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.