Compare · 2 funds side by side · dividends reinvested

AVLV and SPY

AVLVAvantis×SPYSPDR×

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 SPY, 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%$22.6B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.9

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

AVLV

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

AVLVMeasureSPY

+24.8%Year to dateJan 1 → Nov 3+11.5%

+30.5%1 yearTotal return+11.8%

+25.2%3 years · per year$10,000 became $19,607 · $19,046+24.0%

+13.9%5 years · per year$10,000 became $19,131 · $17,688+12.1%

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

1.10%Trailing 12-mo yield$110 · $101 a year on $10k1.01%

−6.4%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer12.8%

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

7–1AVLV wins

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 SPY: Top 5 Holdings

Today

AVLV

14.5%in top 5

SPY

in top 527.4%

AVLVStockSPY

not top 5NVDA7.8%

2.8%AAPL7.7%

3.3%MSFT5.9%

2.8%AMZN3.6%

2.8%METAnot top 5

2.8%LLYnot top 5

not top 5GOOGL2.5%

Held in common29.4%

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

AVLV vs SPY Returns, Every Period

AvantisAVLV

+13.9%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

AVLVSPYFaded: behind in that period

4–0AVLV wins

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

AVLV vs SPY

YTD

AvantisAVLV

+24.8%

SPYSPDR

+11.5%

+24.8%Year to date+11.5%

−6.4%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y12.8%

1.1%Yield1.0%

$22.6BAssets$798B

4–0AVLV wins

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

Cost, Income and Risk

Fees: AVLV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVLV0.15%$15

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

Yields: AVLV, SPY

1.10%highest, AVLV

FundTrailing yieldYield$10k

AVLV1.10%$110

SPY1.01%$101

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

Income After Fees on $10,000

$95most kept, AVLV

AVLV$110 − $15 = $95

SPY$101 − $9 = $92

KeptFee

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

Overlap: AVLV, SPY

Today

29.4%most shared, AVLV and SPY

AVLVSPY

AVLV—29.4%

SPY29.4%—

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

AVLVWorst drop−6.4%11.7% vol

SPYWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

AVLVSPY

+24.8%Year to date+11.5%

1.1%Yield1.0%

+30.5%Past year+11.8%

0.15%Fee0.09%

3–1AVLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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