Compare · 2 funds side by side · dividends reinvested

AVLV and FELV

AVLVAvantis×FELVFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,131AVLV · best of the two

02 / 04

AVLV and FELV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.10%+24.8%+30.5%+25.2%+13.9%−6.4%11.7%$22.6B1.4

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.38%+25.5%+29.5%[…][…]−6.8%10.7%$3.4B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: AVLV 2021 · FELV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Value ETF · $22.6B$19,131

AVLV

FELV

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

AVLVMeasureFELV

+24.8%Year to dateJan 1 → Nov 3+25.5%

+30.5%1 yearTotal return+29.5%

+25.2%3 years · per year$10,000 became $19,607 · […][…]

+13.9%5 years · per year$10,000 became $19,131 · […][…]

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

1.10%Trailing 12-mo yield$110 · $138 a year on $10k1.38%

−6.4%Worst dropSmaller is better−6.8%

11.7%VolatilityLower is calmer10.7%

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

3–3Level

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

More Ways to See the Pairs

AVLV vs FELV: Top 5 Holdings

Today

AVLV

14.5%in top 5

FELV

in top 522.0%

AVLVStockFELV

2.8%AAPL6.1%

2.8%AMZN5.8%

3.3%MSFT4.4%

not top 5BRK-B3.2%

2.8%METAnot top 5

2.8%LLYnot top 5

not top 5JPM2.6%

Held in common30.4%

End-of-day Nov 3, 2026 · share of each fund

AVLV vs FELV Returns, Every Period

AvantisAVLV

+30.5%

past year

FELVFidelity

+29.5%

past year

AVLVFELVFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AVLV vs FELV

YTD

AvantisAVLV

+24.8%

FELVFidelity

+25.5%

+24.8%Year to date+25.5%

−6.4%Worst drop · 1Y−6.8%

11.7%Volatility · 1Y10.7%

1.1%Yield1.4%

$22.6BAssets$3.4B

3–1FELV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLV, FELV

Today

0.15%lowest, AVLV

FundExpense ratioFee$10k

AVLV0.15%$15

FELV0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVLV, FELV

1.38%highest, FELV

FundTrailing yieldYield$10k

FELV1.38%$138

AVLV1.10%$110

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

AVLV$110 − $15 = $95

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVLV, FELV

Today

30.4%most shared, AVLV and FELV

AVLVFELV

AVLV—30.4%

FELV30.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.5%AVLV, at 11.7% volatility

FELVWorst drop−6.8%10.7% vol

AVLVWorst drop−6.4%11.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FELVAVLV

+25.5%Year to date+24.8%

1.4%Yield1.1%

+29.5%Past year+30.5%

0.18%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026