AVUS was created on 2019-09-24 by Avantis. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 8696.47m in AUM and 1915 holdings. AVUS is an actively managed portfolio of US equities of all market capitalizations", with a bias toward smaller", more profitable or value companies.
SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 34106.67m in AUM and 2375 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
Key Details
Sep 24, 2019
Nov 03, 2009
Equity
Equity
Total Market
Total Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
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Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
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Q2 2025 Equity Market Outlook
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.07% | $24.71B | +36.77% | 1.07% |
ED | -13.41% | $36.39B | +11.91% | 3.34% |
AWK | -11.78% | $27.95B | +5.15% | 2.18% |
K | -10.27% | $27.64B | +41.46% | 2.87% |
MKTX | -8.95% | $8.15B | -1.09% | 1.39% |
CME | -7.01% | $99.84B | +44.13% | 1.75% |
DG | -5.51% | $25.17B | -9.90% | 2.08% |
KR | -4.67% | $47.78B | +38.66% | 1.78% |
BCE | -4.67% | $22.02B | -26.94% | 10.19% |
VSA | -3.81% | $12.16M | +21.20% | 0.00% |
ASPS | -3.68% | $150.77M | +23.72% | 0.00% |
TU | -2.56% | $24.99B | +5.67% | 7.03% |
AMT | -2.40% | $103.82B | +6.20% | 3.01% |
MO | -2.09% | $97.92B | +21.81% | 7.02% |
LTM | -1.91% | $12.57B | -95.57% | 2.41% |
DFDV | -1.77% | $361.15M | +2,667.20% | 0.00% |
ZCMD | -1.72% | $28.79M | -11.91% | 0.00% |
DUK | -1.67% | $91.66B | +11.97% | 3.55% |
HUSA | -1.25% | $20.46M | -9.15% | 0.00% |
VSTA | -0.67% | $325.62M | +40.00% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LTM | -0.08% | $12.57B | -95.57% | 2.41% |
CYCN | 0.11% | $10.59M | +13.01% | 0.00% |
AEP | 0.24% | $56.10B | +15.48% | 3.51% |
HUSA | -0.54% | $20.46M | -9.15% | 0.00% |
UUU | 0.74% | $7.33M | +132.47% | 0.00% |
EXC | 0.85% | $43.84B | +22.86% | 3.60% |
VSTA | -0.92% | $325.62M | +40.00% | 0.00% |
LITB | -0.98% | $25.36M | -69.22% | 0.00% |
DUK | -1.01% | $91.66B | +11.97% | 3.55% |
MO | -1.36% | $97.92B | +21.81% | 7.02% |
WTRG | 1.51% | $10.61B | -4.25% | 3.45% |
VRCA | 1.53% | $75.38M | -90.26% | 0.00% |
TEF | 1.72% | $29.40B | +19.77% | 6.32% |
SO | 1.86% | $101.86B | +15.78% | 3.13% |
ZCMD | -2.10% | $28.79M | -11.91% | 0.00% |
DFDV | -2.40% | $361.15M | +2,667.20% | 0.00% |
IMDX | 2.80% | $81.22M | -15.48% | 0.00% |
AGL | 2.83% | $931.39M | -65.60% | 0.00% |
PPC | 2.87% | $10.68B | +32.81% | 0.00% |
TU | -2.90% | $24.99B | +5.67% | 7.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | -0.11% | $1.47B | 0.25% | |
WEAT | 0.24% | $124.92M | 0.28% | |
MLN | 0.31% | $513.44M | 0.24% | |
IBND | -0.31% | $407.57M | 0.5% | |
GOVI | -0.47% | $939.24M | 0.15% | |
IBMS | 0.62% | $89.71M | 0.18% | |
BUXX | -0.63% | $312.54M | 0.25% | |
LMBS | 0.93% | $5.12B | 0.64% | |
CTA | -0.95% | $1.07B | 0.76% | |
SHM | -1.26% | $3.41B | 0.2% | |
DFNM | -1.30% | $1.59B | 0.17% | |
JBND | -1.51% | $2.36B | 0.25% | |
BNDX | -1.63% | $67.48B | 0.07% | |
TOTL | -1.81% | $3.81B | 0.55% | |
NUBD | 1.83% | $397.19M | 0.16% | |
TLH | 1.88% | $11.45B | 0.15% | |
CGCB | 1.97% | $2.60B | 0.27% | |
SUB | 1.99% | $9.98B | 0.07% | |
BNDW | 2.08% | $1.29B | 0.05% | |
BSMR | 2.38% | $258.73M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.31% | $105.26B | +38.58% | 0.53% |
BNT | 85.39% | $12.84B | +38.78% | 0.00% |
ITT | 84.94% | $12.44B | +15.16% | 0.85% |
JHG | 83.91% | $6.54B | +16.03% | 3.79% |
AXP | 83.63% | $224.83B | +31.52% | 0.96% |
PH | 83.63% | $90.99B | +30.72% | 0.94% |
KKR | 82.02% | $124.18B | +21.29% | 0.51% |
TROW | 81.96% | $22.53B | -13.88% | 4.94% |
EMR | 81.71% | $78.69B | +19.60% | 1.50% |
GS | 81.69% | $218.87B | +44.91% | 1.69% |
WAB | 81.36% | $36.44B | +29.73% | 0.42% |
BX | 81.29% | $198.19B | +23.41% | 2.14% |
EVR | 81.21% | $11.31B | +23.79% | 1.11% |
APO | 81.06% | $84.88B | +21.25% | 1.28% |
SEIC | 80.93% | $11.55B | +36.30% | 1.06% |
DOV | 80.88% | $25.90B | +2.11% | 1.08% |
ARES | 80.86% | $39.40B | +23.54% | 2.29% |
MKSI | 80.69% | $7.02B | -26.62% | 0.82% |
ADI | 80.45% | $120.82B | +2.41% | 1.56% |
MS | 80.37% | $230.97B | +36.78% | 2.58% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
WTRG | -0.01% | $10.61B | -4.25% | 3.45% |
EXC | -0.02% | $43.84B | +22.86% | 3.60% |
AEP | 0.05% | $56.10B | +15.48% | 3.51% |
UUU | -0.47% | $7.33M | +132.47% | 0.00% |
VRCA | 0.65% | $75.38M | -90.26% | 0.00% |
STG | -0.66% | $56.15M | +27.66% | 0.00% |
VSTA | -0.67% | $325.62M | +40.00% | 0.00% |
JNJ | 0.88% | $377.32B | +5.08% | 3.20% |
LITB | 1.07% | $25.36M | -69.22% | 0.00% |
HUSA | -1.25% | $20.46M | -9.15% | 0.00% |
SO | 1.45% | $101.86B | +15.78% | 3.13% |
DUK | -1.67% | $91.66B | +11.97% | 3.55% |
ZCMD | -1.72% | $28.79M | -11.91% | 0.00% |
DFDV | -1.77% | $361.15M | +2,667.20% | 0.00% |
AGL | 1.78% | $931.39M | -65.60% | 0.00% |
LTM | -1.91% | $12.57B | -95.57% | 2.41% |
PPC | 1.97% | $10.68B | +32.81% | 0.00% |
TEF | 1.99% | $29.40B | +19.77% | 6.32% |
MO | -2.09% | $97.92B | +21.81% | 7.02% |
CYCN | 2.14% | $10.59M | +13.01% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CGCB | 0.12% | $2.60B | 0.27% | |
WEAT | -0.16% | $124.92M | 0.28% | |
BNDW | 0.28% | $1.29B | 0.05% | |
NUBD | 0.36% | $397.19M | 0.16% | |
SUB | 0.44% | $9.98B | 0.07% | |
TLH | 0.53% | $11.45B | 0.15% | |
LMBS | -0.53% | $5.12B | 0.64% | |
FMB | 0.58% | $1.89B | 0.65% | |
FIXD | 0.71% | $3.40B | 0.65% | |
ITM | 1.02% | $1.87B | 0.18% | |
NYF | 1.05% | $885.33M | 0.25% | |
IBMS | -1.23% | $89.71M | 0.18% | |
ISTB | 1.43% | $4.41B | 0.06% | |
BSMR | 1.45% | $258.73M | 0.18% | |
SCHQ | 1.56% | $784.68M | 0.03% | |
BUXX | -1.60% | $312.54M | 0.25% | |
VGLT | 1.65% | $9.70B | 0.04% | |
CTA | -1.69% | $1.07B | 0.76% | |
BIV | 1.75% | $23.28B | 0.03% | |
YEAR | -1.85% | $1.47B | 0.25% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 87.90% | $12.44B | +15.16% | 0.85% |
BN | 87.81% | $105.26B | +38.58% | 0.53% |
BNT | 86.71% | $12.84B | +38.78% | 0.00% |
PH | 86.58% | $90.99B | +30.72% | 0.94% |
AXP | 86.47% | $224.83B | +31.52% | 0.96% |
JHG | 85.90% | $6.54B | +16.03% | 3.79% |
GS | 85.01% | $218.87B | +44.91% | 1.69% |
TROW | 84.87% | $22.53B | -13.88% | 4.94% |
EVR | 84.40% | $11.31B | +23.79% | 1.11% |
EMR | 84.19% | $78.69B | +19.60% | 1.50% |
DOV | 84.08% | $25.90B | +2.11% | 1.08% |
KKR | 83.99% | $124.18B | +21.29% | 0.51% |
BX | 83.53% | $198.19B | +23.41% | 2.14% |
APO | 83.38% | $84.88B | +21.25% | 1.28% |
CG | 83.14% | $21.30B | +33.81% | 2.37% |
MS | 83.10% | $230.97B | +36.78% | 2.58% |
JEF | 82.91% | $11.52B | +1.58% | 2.67% |
EQH | 82.86% | $16.23B | +24.47% | 1.86% |
WAB | 82.68% | $36.44B | +29.73% | 0.42% |
ARES | 82.64% | $39.40B | +23.54% | 2.29% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.90% | $71.97B | 0.03% | |
IWB | 99.87% | $41.49B | 0.15% | |
IWV | 99.86% | $16.07B | 0.2% | |
SCHK | 99.85% | $4.37B | 0.03% | |
SPTM | 99.84% | $10.68B | 0.03% | |
DFUS | 99.84% | $15.75B | 0.09% | |
DFAU | 99.83% | $8.70B | 0.12% | |
VTI | 99.82% | $507.03B | 0.03% | |
BBUS | 99.81% | $5.09B | 0.02% | |
SCHX | 99.81% | $56.73B | 0.03% | |
IYY | 99.79% | $2.50B | 0.2% | |
VOO | 99.78% | $696.88B | 0.03% | |
ILCB | 99.77% | $1.06B | 0.03% | |
SPLG | 99.77% | $76.76B | 0.02% | |
PBUS | 99.77% | $8.33B | 0.04% | |
ESGU | 99.76% | $13.86B | 0.15% | |
VONE | 99.74% | $6.45B | 0.07% | |
IVV | 99.74% | $632.73B | 0.03% | |
GSLC | 99.69% | $13.93B | 0.09% | |
GSUS | 99.68% | $2.65B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.74% | $94.90M | 0.59% | |
VIXY | -80.81% | $200.94M | 0.85% | |
VIXM | -73.96% | $22.99M | 0.85% | |
BTAL | -67.70% | $310.24M | 1.43% | |
IVOL | -44.57% | $341.06M | 1.02% | |
SPTS | -34.33% | $5.78B | 0.03% | |
XONE | -33.80% | $629.16M | 0.03% | |
FTSD | -32.42% | $233.24M | 0.25% | |
FXY | -31.89% | $798.58M | 0.4% | |
UTWO | -29.32% | $376.64M | 0.15% | |
SCHO | -28.49% | $10.92B | 0.03% | |
VGSH | -28.11% | $22.70B | 0.03% | |
IBTG | -24.18% | $1.93B | 0.07% | |
IBTI | -23.77% | $1.07B | 0.07% | |
IBTH | -23.73% | $1.62B | 0.07% | |
XHLF | -23.44% | $1.73B | 0.03% | |
BILS | -22.45% | $3.80B | 0.1356% | |
IBTJ | -20.38% | $689.78M | 0.07% | |
TBLL | -20.34% | $2.12B | 0.08% | |
IEI | -18.54% | $15.68B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DFAC | 99.76% | $35.61B | 0.17% | |
DCOR | 99.70% | $1.88B | 0.14% | |
DFAU | 99.34% | $8.70B | 0.12% | |
JHML | 99.33% | $1.00B | 0.29% | |
DFSU | 99.30% | $1.52B | 0.17% | |
ITOT | 99.07% | $71.97B | 0.03% | |
VTI | 99.03% | $507.03B | 0.03% | |
EPS | 99.03% | $1.17B | 0.08% | |
SCHB | 99.00% | $34.85B | 0.03% | |
IWV | 98.99% | $16.07B | 0.2% | |
SPTM | 98.97% | $10.68B | 0.03% | |
DFUS | 98.92% | $15.75B | 0.09% | |
GSLC | 98.89% | $13.93B | 0.09% | |
IWB | 98.80% | $41.49B | 0.15% | |
SCHK | 98.78% | $4.37B | 0.03% | |
IYY | 98.71% | $2.50B | 0.2% | |
LRGF | 98.65% | $2.64B | 0.08% | |
SCHX | 98.60% | $56.73B | 0.03% | |
VONE | 98.59% | $6.45B | 0.07% | |
ILCB | 98.55% | $1.06B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.26% | $24.71B | +36.77% | 1.07% |
ED | -12.40% | $36.39B | +11.91% | 3.34% |
AWK | -11.25% | $27.95B | +5.15% | 2.18% |
MKTX | -9.48% | $8.15B | -1.09% | 1.39% |
K | -9.21% | $27.64B | +41.46% | 2.87% |
CME | -8.34% | $99.84B | +44.13% | 1.75% |
DG | -4.94% | $25.17B | -9.90% | 2.08% |
ASPS | -4.55% | $150.77M | +23.72% | 0.00% |
VSA | -4.22% | $12.16M | +21.20% | 0.00% |
BCE | -3.59% | $22.02B | -26.94% | 10.19% |
AMT | -3.34% | $103.82B | +6.20% | 3.01% |
KR | -3.23% | $47.78B | +38.66% | 1.78% |
STG | -3.08% | $56.15M | +27.66% | 0.00% |
TU | -2.90% | $24.99B | +5.67% | 7.03% |
DFDV | -2.40% | $361.15M | +2,667.20% | 0.00% |
ZCMD | -2.10% | $28.79M | -11.91% | 0.00% |
MO | -1.36% | $97.92B | +21.81% | 7.02% |
DUK | -1.01% | $91.66B | +11.97% | 3.55% |
LITB | -0.98% | $25.36M | -69.22% | 0.00% |
VSTA | -0.92% | $325.62M | +40.00% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.69% | $94.90M | 0.59% | |
VIXY | -80.24% | $200.94M | 0.85% | |
VIXM | -73.60% | $22.99M | 0.85% | |
BTAL | -68.25% | $310.24M | 1.43% | |
IVOL | -46.47% | $341.06M | 1.02% | |
SPTS | -36.73% | $5.78B | 0.03% | |
XONE | -36.32% | $629.16M | 0.03% | |
FTSD | -34.45% | $233.24M | 0.25% | |
FXY | -33.15% | $798.58M | 0.4% | |
UTWO | -31.73% | $376.64M | 0.15% | |
SCHO | -31.37% | $10.92B | 0.03% | |
VGSH | -30.79% | $22.70B | 0.03% | |
IBTH | -26.74% | $1.62B | 0.07% | |
IBTI | -26.50% | $1.07B | 0.07% | |
IBTG | -26.07% | $1.93B | 0.07% | |
XHLF | -24.36% | $1.73B | 0.03% | |
BILS | -24.01% | $3.80B | 0.1356% | |
IBTJ | -22.64% | $689.78M | 0.07% | |
TBLL | -21.45% | $2.12B | 0.08% | |
IEI | -20.97% | $15.68B | 0.15% |
AVUS - Avantis U.S. Equity ETF and SCHB - Schwab U.S. Broad Market ETF have a 1614 holding overlap. Which accounts for a 73.2% overlap.
Number of overlapping holdings
1614
% of overlapping holdings
73.18%
Name | Weight in AVUS | Weight in SCHB |
---|---|---|
4.79% | 6.61% | |
4.54% | 6.15% | |
4.31% | 5.24% | |
3.59% | 3.47% | |
2.98% | 2.61% | |
1.71% | 1.71% | |
1.50% | 1.32% | |
1.37% | 1.38% | |
1.02% | 2.14% | |
1.01% | 0.82% |
Avantis U.S. Equity ETF - AVUS is made up of 1931 holdings. Schwab U.S. Broad Market ETF - SCHB is made up of 2375 holdings.
Name | Weight |
---|---|
![]() | 4.79% |
![]() | 4.54% |
![]() | 4.31% |
![]() | 3.59% |
2.98% | |
![]() | 1.71% |
1.50% | |
![]() | 1.37% |
![]() | 1.02% |
1.01% | |
0.88% | |
0.80% | |
0.76% | |
![]() | 0.76% |
0.72% | |
![]() | 0.70% |
0.67% | |
0.66% | |
0.59% | |
0.57% | |
0.57% | |
0.56% | |
0.54% | |
0.53% | |
0.49% | |
0.47% | |
0.45% | |
0.44% | |
0.44% | |
0.43% |
Name | Weight |
---|---|
![]() | 6.61% |
![]() | 6.15% |
![]() | 5.24% |
![]() | 3.47% |
2.61% | |
![]() | 2.14% |
![]() | 1.71% |
1.45% | |
![]() | 1.43% |
![]() | 1.38% |
1.32% | |
1.03% | |
1.01% | |
![]() | 0.88% |
0.82% | |
0.75% | |
0.71% | |
0.68% | |
![]() | 0.63% |
0.63% | |
0.61% | |
0.61% | |
![]() | 0.57% |
0.51% | |
0.50% | |
0.47% | |
0.45% | |
0.45% | |
0.45% | |
0.44% |