Compare · 2 funds side by side · dividends reinvested

AVLC and SPYM

AVLCAvantis×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

AVLC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.86%+16.6%+17.7%+24.9%[…]−8.0%13.8%$1.6B1.4

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%$182B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: AVLC 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

AVLCMeasureSPYM

+16.6%Year to dateJan 1 → Nov 4+13.4%

+17.7%1 yearTotal return+13.5%

+24.9%3 years · per year$10,000 became $19,468 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

0.86%Trailing 12-mo yield$86 · $101 a year on $10k1.01%

−8.0%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.8%

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

4–3AVLC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVLC vs SPYM: Top 5 Holdings

Today

AVLC

21.7%in top 5

SPYM

in top 527.3%

AVLCStockSPYM

5.2%NVDA7.7%

5.6%AAPL7.4%

5.1%MSFT5.9%

3.7%AMZN3.8%

not top 5GOOGL2.5%

2.1%METAnot top 5

Held in common73.9%

End-of-day Nov 4, 2026 · share of each fund

AVLC vs SPYM Returns, Every Period

AvantisAVLC

+17.7%

past year

SPYMSPDR

+13.5%

past year

AVLCSPYMFaded: behind in that period

3–0AVLC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVLC vs SPYM

YTD

AvantisAVLC

+16.6%

SPYMSPDR

+13.4%

+16.6%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.8%

0.9%Yield1.0%

$1.6BAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVLC0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVLC, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

AVLC0.86%$86

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

AVLC$86 − $15 = $71

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVLC, SPYM

Today

73.9%most shared, AVLC and SPYM

AVLCSPYM

AVLC—73.9%

SPYM73.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%AVLC, at 13.8% volatility

SPYMWorst drop−8.9%12.8% vol

AVLCWorst drop−8.0%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMAVLC

+13.4%Year to date+16.6%

1.0%Yield0.9%

+13.5%Past year+17.7%

0.02%Fee0.15%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026