ETF comparison
AVMV vs SCHD
US Mid Cap vs Dividend.
Avantis U.S. Mid Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of AVMV and SCHD would leave roughly 9.1% 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
SCHD is 14 bps cheaper than AVMV. On a $100,000 position that's about $140/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 SCHD.
Top shared holdings
25 shared in total| # | Holding | In AVMV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Devon Energy Corp | 1.60% | 1.29% | 1.29% |
| 2 | Target Corp | 1.05% | 1.45% | 1.05% |
| 3 | ONEOK Inc | 0.84% | 1.33% | 0.84% |
| 4 | Hershey Co/The | 0.75% | 0.72% | 0.72% |
| 5 | Darden Restaurants Inc | 0.59% | 0.59% | 0.59% |
| 6 | T Rowe Price Group Inc | 0.58% | 0.57% | 0.57% |
| 7 | Principal Financial Group Inc | 0.61% | 0.52% | 0.52% |
| 8 | East West Bancorp Inc | 0.45% | 0.42% | 0.42% |
| 9 | Fastenal Co | 0.41% | 1.28% | 0.41% |
| 10 | Best Buy Co Inc | 0.48% | 0.38% | 0.38% |
| 11 | APA Corp | 0.50% | 0.33% | 0.33% |
| 12 | Skyworks Solutions Inc | 0.34% | 0.29% | 0.29% |
Only in AVMV
279 total- Flex Ltd 1.67%
- Delta Air Lines Inc 1.58%
- ON Semiconductor Corp 1.48%
- Nucor Corp 1.33%
- Old Dominion Freight Line Inc 1.28%
- Targa Resources Corp 1.22%
- United Airlines Holdings Inc 1.14%
- Occidental Petroleum Corp 1.09%
- Chipotle Mexican Grill Inc 1.08%
- Ameriprise Financial Inc 1.05%
Only in SCHD
74 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with AVMV
- AVMV vs VTV · Vanguard Morningstar Value ETF 6.7%
- AVMV vs DGRO · iShares Core Dividend Growth ETF 6.6%
- AVMV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 6.3%
- AVMV vs VTI · Vanguard Morningstar Total Stock Market ETF 6.3%
- AVMV vs SCHB · Schwab U.S. Broad Market ETF 6.2%
- AVMV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 5.3%
More comparisons with SCHD
- SCHD vs DSI · iShares ESG MSCI KLD 400 ETF 9.0%
- SCHD vs AVUS · Avantis US Equity ETF 8.5%
- SCHD vs OEF · iShares S&P 100 ETF 8.4%
- SCHD vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 8.3%
- SCHD vs QUAL · iShares MSCI USA Quality Factor ETF 8.2%
- SCHD vs DFAU · Dimensional US Core Equity Market ETF 7.9%
Percentages are holdings overlap with the named fund.
Open AVMV or SCHD 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.