Compare · 3 funds side by side · dividends reinvested

AVIE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

AVIE, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Inflation Focused Equity ETFUnsorted0.25%1.42%+26.4%+33.9%+16.1%[…]−5.4%10.2%$17M1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVIE 2022 · SPYM 2005 · SPY 1993

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$17,164

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

AVIEMeasureSPYM

+26.4%Year to dateJan 1 → Nov 5+8.4%

+33.9%1 yearTotal return+9.8%

+16.1%3 years · per year$10,000 became $15,664 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

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

1.42%Trailing 12-mo yield$142 · $106 a year on $10k1.06%

−5.4%Worst dropSmaller is better−8.9%

10.2%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 5, 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

20.7%in top 5

SPYM

in top 527.7%

AVIEStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.6%BRK-Bnot top 5

4.1%XOMnot top 5

4.0%LLYnot top 5

not top 5AMZN3.9%

3.8%PGnot top 5

3.2%UNHnot top 5

not top 5GOOGL2.6%

Held in common16.4%

End-of-day Nov 5, 2026 · share of each fund

AVIE vs SPYM Returns, Every Period

AvantisAVIE

+33.9%

past year

SPYMSPDR

+9.8%

past year

AVIESPYMFaded: behind in that period

2–1AVIE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AVIE vs SPYM

YTD

AvantisAVIE

+26.4%

SPYMSPDR

+8.4%

+26.4%Year to date+8.4%

−5.4%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.6%

1.4%Yield1.1%

$16.7MAssets$182B

4–0AVIE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVIE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AVIE0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVIE, SPYM, SPY

1.42%highest, AVIE

FundTrailing yieldYield$10k

AVIE1.42%$142

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, AVIE

AVIE$142 − $25 = $117

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVIE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AVIESPYMSPY

AVIE—16.4%16.4%

SPYM16.4%—99.9%

SPY16.4%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.9%AVIE, at 10.2% volatility

AVIEWorst drop−5.4%10.2% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AVIESPYM

+26.4%Year to date+8.4%

1.4%Yield1.1%

+33.9%Past year+9.8%

0.25%Fee0.02%

3–1AVIE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026