Compare · 3 funds side by side · dividends reinvested

AVES, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

AVES, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Avantis Emerging Markets Value ETFInternational · Emerging0.36%3.80%+2.4%+4.8%+16.3%+6.9%−14.2%20.9%$1.4B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AVES 2021 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Emerging Markets Value ETF · $1.4B$13,929

AVES

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

AVESMeasureSPYM

+2.4%Year to dateJan 1 → Nov 6+8.8%

+4.8%1 yearTotal return+9.8%

+16.3%3 years · per year$10,000 became $15,715 · $18,082+21.8%

+6.9%5 years · per year$10,000 became $13,929 · $17,192+11.4%

0.36%Expense ratio$36 · $2 a year on $10k · lower is better0.02%

3.80%Trailing 12-mo yield$380 · $105 a year on $10k1.05%

−14.2%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer13.6%

AVESSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVES vs SPYM: Top 5 Holdings

Today

AVES

5.6%in top 5

SPYM

in top 527.8%

AVESStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%2881.TWnot top 5

1.2%ASXnot top 5

1.1%086790.Knot top 5

1.0%2882.TWnot top 5

0.9%316140.Knot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

AVES vs SPYM Returns, Every Period

AvantisAVES

+6.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

AVESSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: AVES vs IVV

YTD

AvantisAVES

+2.4%

IVViShares

+8.7%

+2.4%Year to date+8.7%

−14.2%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y13.6%

3.8%Yield1.1%

$1.4BAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVES, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AVES0.36%$36

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVES, SPYM, IVV

3.80%highest, AVES

FundTrailing yieldYield$10k

AVES3.80%$380

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$344most kept, AVES

AVES$380 − $36 = $344

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AVES, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AVESSPYMIVV

AVES—0.1%0.1%

SPYM0.1%—99.9%

IVV0.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

AVESWorst drop−14.2%20.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AVESSPYM

+2.4%Year to date+8.8%

3.8%Yield1.1%

+4.8%Past year+9.8%

0.36%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026