Compare · 3 funds side by side · dividends reinvested

AVLC, SPY and IVV

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

02 / 04

AVLC, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.8

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%$1.6B1.9

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%$819B2.3

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.6B[…]

AVLC

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 73.9% in common

AVLCMeasureSPY

+11.8%Year to dateJan 1 → Nov 6+8.7%

+13.6%1 yearTotal return+9.7%

+22.4%3 years · per year$10,000 became $18,358 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.90%Trailing 12-mo yield$90 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.6%

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

4–3AVLC 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 SPY: Top 5 Holdings

Today

AVLC

22.2%in top 5

SPY

in top 527.8%

AVLCStockSPY

6.0%AAPL7.9%

4.7%NVDA6.9%

5.4%MSFT6.3%

4.0%AMZN4.0%

not top 5GOOGL2.6%

2.1%METAnot top 5

Held in common73.9%

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

AVLC vs SPY Returns, Every Period

AvantisAVLC

+13.6%

past year

SPYSPDR

+9.7%

past year

AVLCSPYFaded: behind in that period

3–0AVLC wins

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

AVLC vs IVV

YTD

AvantisAVLC

+11.8%

IVViShares

+8.7%

+11.8%Year to date+8.7%

−8.0%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.6%

0.9%Yield1.1%

$1.6BAssets$850B

2–2level

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

Cost, Income and Risk

Fees: AVLC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AVLC0.15%$15

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

Yields: AVLC, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

AVLC0.90%$90

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

KeptFee

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

Overlap: AVLC, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVLCSPYIVV

AVLC—73.9%73.9%

SPY73.9%—99.9%

IVV73.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%AVLC, at 14.4% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst 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

IVVAVLC

+8.7%Year to date+11.8%

1.1%Yield0.9%

+9.8%Past year+13.6%

0.03%Fee0.15%

2–2level

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%

$182BAssets$819B

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$850B

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