Compare · 2 funds side by side · dividends reinvested

AVIE and SPYM

AVIEAvantis×SPYMSPDR×

Versus in desk

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

02 / 04

AVIE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Inflation Focused Equity ETFUnsorted0.25%1.44%+25.1%+31.8%+15.7%[…]−5.4%10.4%$17M1.3

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%$182B1.6

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: AVIE 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Inflation Focused Equity ETF · $17M[…]

AVIE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

AVIEMeasureSPYM

+25.1%Year to dateJan 1 → Nov 6+8.8%

+31.8%1 yearTotal return+9.8%

+15.7%3 years · per year$10,000 became $15,469 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

1.44%Trailing 12-mo yield$144 · $105 a year on $10k1.05%

−5.4%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

5–2AVIE wins

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

More Ways to See the Pairs

AVIE vs SPYM: Top 5 Holdings

Today

AVIE

20.8%in top 5

SPYM

in top 527.8%

AVIEStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.7%BRK-Bnot top 5

4.1%XOMnot top 5

not top 5AMZN4.0%

4.0%LLYnot top 5

3.9%PGnot top 5

3.1%UNHnot top 5

not top 5GOOGL2.6%

Held in common16.7%

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

AVIE vs SPYM Returns, Every Period

AvantisAVIE

+31.8%

past year

SPYMSPDR

+9.8%

past year

AVIESPYMFaded: behind in that period

2–1AVIE wins

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

Unsorted vs Core: AVIE vs SPYM

YTD

AvantisAVIE

+25.1%

SPYMSPDR

+8.8%

+25.1%Year to date+8.8%

−5.4%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.6%

1.4%Yield1.1%

$16.7MAssets$182B

4–0AVIE wins

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

Cost, Income and Risk

Fees: AVIE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVIE0.25%$25

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

Yields: AVIE, SPYM

1.44%highest, AVIE

FundTrailing yieldYield$10k

AVIE1.44%$144

SPYM1.05%$105

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

Income After Fees on $10,000

$119most kept, AVIE

AVIE$144 − $25 = $119

SPYM$105 − $2 = $103

KeptFee

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

Overlap: AVIE, SPYM

Today

16.7%most shared, AVIE and SPYM

AVIESPYM

AVIE—16.7%

SPYM16.7%—

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

Return vs Bumpiness: 2 ETFs

+31.8%AVIE, at 10.4% volatility

AVIEWorst drop−5.4%10.4% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AVIESPYM

+25.1%Year to date+8.8%

1.4%Yield1.1%

+31.8%Past year+9.8%

0.25%Fee0.02%

3–1AVIE 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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026