Compare · 2 funds side by side · dividends reinvested

AVIG and SPYM

AVIGAvantis×SPYMSPDR×

Versus in desk

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

02 / 04

AVIG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Avantis Core Fixed Income ETFBonds & Cash · Core aggregate0.15%4.04%−0.6%+0.1%+5.9%−0.1%−5.1%4.2%$2.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AVIG 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Core Fixed Income ETF · $2.1B$9,995

AVIG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

AVIGMeasureSPYM

−0.6%Year to dateJan 1 → Nov 5+13.4%

+0.1%1 yearTotal return+13.5%

+5.9%3 years · per year$10,000 became $11,872 · $19,186+24.3%

−0.1%5 years · per year$10,000 became $9,961 · $18,126+12.6%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

4.04%Trailing 12-mo yield$404 · $101 a year on $10k1.01%

−5.1%Worst dropSmaller is better−8.9%

4.2%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

AVIG vs SPYM: Top 5 Holdings

Today

AVIG

[…]in top 5

SPYM

in top 527.7%

AVIGStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

AVIG vs SPYM Returns, Every Period

AvantisAVIG

−0.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

AVIGSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: AVIG vs SPYM

YTD

AvantisAVIG

−0.6%

SPYMSPDR

+13.4%

−0.6%Year to date+13.4%

−5.1%Worst drop · 1Y−8.9%

4.2%Volatility · 1Y12.8%

4.0%Yield1.0%

$2.1BAssets$182B

3–1AVIG wins

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

Cost, Income and Risk

Fees: AVIG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVIG0.15%$15

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

Yields: AVIG, SPYM

4.04%highest, AVIG

FundTrailing yieldYield$10k

AVIG4.04%$404

SPYM1.01%$101

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

Income After Fees on $10,000

$389most kept, AVIG

AVIG$404 − $15 = $389

SPYM$101 − $2 = $99

KeptFee

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

Overlap: AVIG, SPYM

Today

[…]holdings […]

AVIGSPYM

AVIG—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

AVIGWorst drop−5.1%4.2% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

AVIGSPYM

−0.6%Year to date+13.4%

4.0%Yield1.0%

+0.1%Past year+13.5%

0.15%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026