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VV and SCHX share 91.6% of their holdings.
| Side by side | AVLV | VV | SCHX |
|---|---|---|---|
| Strategy | Low-Cost Core · US large cap | Low-Cost Core · US large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.15% | 0.03% | 0.03% |
| Cost per year on $10k | $15 | $3 | $3 |
| Trailing 12-mo yield | 1.09% | 1.01% | 1.03% |
| Income per year on $10k | $109 | $101 | $103 |
| YTD | +25.6% | +13.6% | +13.5% |
| 1 year | +30.8% | +12.9% | +12.7% |
| 3 years · per year | +24.3% | +23.8% | +23.5% |
| 5 years · per year | +14.2% | +12.3% | +12.0% |
| Worst drop · 1Y | −6.4% | −9.2% | −9.0% |
| Volatility · 1Y | 11.8% | 12.8% | 12.8% |
| Holdings | 303 | 479 | 754 |
| Assets | $22.5B | $76.0B | $74.8B |
| Leverage | None | None | None |
| Since | 2021 | 2004 | 2009 |
Highlighted = best in the row. Returns include dividends.