Compare · 3 funds side by side · dividends reinvested

AVLC, FELV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

AVLC, FELV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.39%+24.4%+28.4%[…][…]−6.8%11.2%$3.7B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.1

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.90%+11.8%+13.6%+22.4%[…]−8.0%14.4%$1.5B2.1

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: AVLC 2023 · FELV 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.5B[…]

AVLC

FELV

Fidelity Enhanced Large Cap Value ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 47.3% in common

AVLCMeasureFELV

+11.8%Year to dateJan 1 → Nov 6+24.4%

+13.6%1 yearTotal return+28.4%

+22.4%3 years · per year$10,000 became $18,358 · […][…]

[…]5 years · per year[…]

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $139 a year on $10k1.39%

−8.0%Worst dropSmaller is better−6.8%

14.4%VolatilityLower is calmer11.2%

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

1–5FELV wins

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

More Ways to See the Pairs

AVLC vs FELV: Top 5 Holdings

Today

AVLC

22.2%in top 5

FELV

in top 523.3%

AVLCStockFELV

6.0%AAPL6.4%

4.0%AMZN6.2%

5.4%MSFT4.8%

4.7%NVDAnot top 5

not top 5BRK-B3.4%

not top 5JPM2.6%

2.1%METAnot top 5

Held in common47.3%

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

AVLC vs FELV Returns, Every Period

AvantisAVLC

+13.6%

past year

FELVFidelity

+28.4%

past year

AVLCFELVFaded: behind in that period

0–2FELV wins

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

AVLC vs FELV

YTD

AvantisAVLC

+11.8%

FELVFidelity

+24.4%

+11.8%Year to date+24.4%

−8.0%Worst drop · 1Y−6.8%

14.4%Volatility · 1Y11.2%

0.9%Yield1.4%

$1.5BAssets$3.7B

4–0FELV wins

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

Cost, Income and Risk

Fees: AVLC, FELV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVLC0.15%$15

FELV0.18%$18

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

Yields: AVLC, FELV, SPY

1.39%highest, FELV

FundTrailing yieldYield$10k

FELV1.39%$139

SPY1.03%$103

AVLC0.90%$90

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

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

KeptFee

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

Overlap: AVLC, FELV, SPY

Today

73.9%most shared, AVLC and SPY

AVLCFELVSPY

AVLC—47.3%73.9%

FELV47.3%—47.6%

SPY73.9%47.6%—

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

Return vs Bumpiness: 3 ETFs

+28.4%FELV, at 11.2% volatility

FELVWorst drop−6.8%11.2% vol

SPYWorst drop−8.9%13.6% vol

AVLCWorst drop−8.0%14.4% vol

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

Paid More vs Made More

YTD

FELVAVLC

+24.4%Year to date+11.8%

1.4%Yield0.9%

+28.4%Past year+13.6%

0.18%Fee0.15%

3–1FELV 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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026