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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AVUS vs SCHX: how they differ

AVUS and SCHX hold 70% of their weight in the same names, and AVUS returned more over the year.

Avantis U.S. Equity ETF and Schwab U.S. Large-Cap ETF.

What they hold in common

By the books each fund has filed, AVUS and SCHX hold 70% of their money in the same securities at the same weight.

Positions AVUS and SCHX both hold, largest shared weight first
HoldingAVUSSCHX
NVIDIA Corp5.49%7.51%
Apple Inc5.37%6.71%
Microsoft Corp3.85%4.89%
Amazon.com Inc3.68%3.87%
Alphabet Inc2.42%3.24%
Meta Platforms Inc2.21%2.02%
Alphabet Inc1.94%2.58%
Micron Technology Inc2.40%1.60%
Broadcom Inc1.18%3.10%
JPMorgan Chase & Co1.20%1.18%
Exxon Mobil Corp1.07%0.89%
Eli Lilly & Co0.84%1.28%
Largest positions each one holds and the other does not
Only in AVUSOnly in SCHX
Sandisk Corp/DE 0.41%Philip Morris International Inc 0.40%
Flex Ltd 0.28%Linde PLC 0.34%
Royal Caribbean Cruises Ltd 0.25%Seagate Technology Holdings PLC 0.28%
Seagate Technology Holdings PLC 0.23%Eaton Corp PLC 0.23%
Linde PLC 0.20%Welltower Inc 0.21%
Chubb Ltd 0.19%Prologis Inc 0.20%
TechnipFMC PLC 0.16%Altria Group Inc 0.17%
Carnival Corp Ltd 0.14%Accenture PLC 0.17%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026.

AVUS and SCHX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVUS
Avantis U.S. Equity ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sitsCore index fundCore index fund
IssuerAvantisSchwab
What it isU.S. EquityU.S. Large-Cap
Total return, 1 year+21.6%+16.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.1 pts−0.7 pts
Expense ratio0.15%0.03%
Already in the S&P 50084.4%94.9%
Holdings1875748

AVUS in plain words

AVUS is an index equity fund tracking the U.S. Equity. Over the year to Sep 11, 2026 it returned +21.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 1875 positions, with the top ten at 29.7%.

SCHX in plain words

SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, AVUS or SCHX?
In the year to Sep 12, 2026, with distributions reinvested, AVUS returned +21.6% and SCHX returned +16.8%, so AVUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVUS or SCHX?
AVUS charges 0.15% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
How much do AVUS and SCHX overlap with the S&P 500?
By their latest filed holdings, 84% of AVUS and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 70% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AVUS against SCHX, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AVUS against SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVUS-SCHX Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources