ETF comparison
AVUV vs SCHD
US Small Cap vs Dividend.
Avantis US Small Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of AVUV and SCHD would leave roughly 1.2% 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
SCHD is 19 bps cheaper than AVUV. On a $100,000 position that's about $190/yr more in fees for AVUV.
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 AVUV vs SCHD.
Top shared holdings
28 shared in total| # | Holding | In AVUV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Columbia Banking System Inc | 0.40% | 0.22% | 0.22% |
| 2 | Macy's Inc | 0.78% | 0.15% | 0.15% |
| 3 | Bank OZK | 0.55% | 0.13% | 0.13% |
| 4 | Murphy Oil Corp | 0.57% | 0.12% | 0.12% |
| 5 | Banner Corp | 0.15% | 0.06% | 0.06% |
| 6 | OFG Bancorp | 0.23% | 0.05% | 0.05% |
| 7 | Korn Ferry | 0.04% | 0.09% | 0.04% |
| 8 | S&T Bancorp Inc | 0.09% | 0.04% | 0.04% |
| 9 | Federal Agricultural Mortgage Corp | 0.19% | 0.04% | 0.04% |
| 10 | Buckle Inc/The | 0.19% | 0.03% | 0.03% |
| 11 | 1st Source Corp | 0.11% | 0.03% | 0.03% |
| 12 | Lakeland Financial Corp | 0.03% | 0.04% | 0.03% |
Only in AVUV
768 total- Viasat Inc 1.39%
- Matson Inc 0.98%
- Lear Corp 0.89%
- SM Energy Co 0.86%
- Avnet Inc 0.86%
- StoneX Group Inc 0.77%
- Five Below Inc 0.72%
- Iridium Communications Inc 0.71%
- Cabot Corp 0.70%
- Lantheus Holdings Inc 0.70%
Only in SCHD
71 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 AVUV
- AVUV vs IWD · iShares Russell 1000 Value ETF 1.0%
- AVUV vs DGRO · iShares Core Dividend Growth ETF 0.9%
- AVUV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.8%
- AVUV vs IWF · iShares Russell 1000 Growth ETF 0.0%
- AVUV vs IVV · iShares Core S&P 500 ETF 0.0%
- AVUV vs QQQ · Invesco QQQ Trust 0.0%
More comparisons with SCHD
- SCHD vs SCHG · Schwab U.S. Large-Cap Growth ETF 1.2%
- SCHD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 1.2%
- SCHD vs IJR · iShares Core S&P Small-Cap ETF 1.1%
- SCHD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 1.1%
- SCHD vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 1.1%
- SCHD vs IJS · iShares S&P Small-Cap 600 Value ETF 1.1%
Percentages are holdings overlap with the named fund.
Open AVUV 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.