Compare · 2 funds side by side · dividends reinvested

AVGE and IVV

AVGEAvantis×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

AVGE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis All Equity Markets ETFUnsorted0.23%1.80%+12.9%+16.5%+21.2%[…]−8.6%13.4%$1.3B1.3

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%$853B1.6

Rank among the two1st → 2ndFee, 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: AVGE 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis All Equity Markets ETF · $1.3B[…]

AVGE

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVGEMeasureIVV

+12.9%Year to dateJan 1 → Nov 6+8.7%

+16.5%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,797 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.80%Trailing 12-mo yield$180 · $114 a year on $10k1.14%

−8.6%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

5–2AVGE wins

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

More Ways to See the Pairs

AVGE vs IVV: Top 5 Holdings

Today

AVGE

81.0%in top 5

IVV

in top 527.8%

AVGEStockIVV

43.1%AVUSnot top 5

15.8%AVLVnot top 5

10.6%AVDEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.0%AVEMnot top 5

5.5%AVIVnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

AVGE vs IVV Returns, Every Period

AvantisAVGE

+16.5%

past year

IVViShares

+9.8%

past year

AVGEIVVFaded: behind in that period

2–1AVGE wins

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

Unsorted vs Core: AVGE vs IVV

YTD

AvantisAVGE

+12.9%

IVViShares

+8.7%

+12.9%Year to date+8.7%

−8.6%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.8%Yield1.1%

$1.3BAssets$853B

4–0AVGE wins

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

Cost, Income and Risk

Fees: AVGE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AVGE0.23%$23

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

Yields: AVGE, IVV

1.80%highest, AVGE

FundTrailing yieldYield$10k

AVGE1.80%$180

IVV1.14%$114

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

Income After Fees on $10,000

$157most kept, AVGE

AVGE$180 − $23 = $157

IVV$114 − $3 = $111

KeptFee

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

Overlap: AVGE, IVV

Today

0.0%most shared, AVGE and IVV

AVGEIVV

AVGE—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.5%AVGE, at 13.4% volatility

AVGEWorst drop−8.6%13.4% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AVGEIVV

+12.9%Year to date+8.7%

1.8%Yield1.1%

+16.5%Past year+9.8%

0.23%Fee0.03%

3–1AVGE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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