Compare · 3 funds side by side · dividends reinvested

AVLV, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,753AVLV · best of the three

02 / 04

AVLV, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.08%+26.8%+32.6%+25.4%+14.6%−6.4%11.8%$22.6B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.6

Rank among the three1st → 3rdFee, 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: AVLV 2021 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Value ETF · $22.6B$19,753

AVLV

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

AVLVMeasureSPY

+26.8%Year to dateJan 1 → Nov 4+13.3%

+32.6%1 yearTotal return+13.4%

+25.4%3 years · per year$10,000 became $19,737 · $19,132+24.1%

+14.6%5 years · per year$10,000 became $19,753 · $18,060+12.6%

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

1.08%Trailing 12-mo yield$108 · $99 a year on $10k0.99%

−6.4%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer12.9%

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

7–1AVLV wins

End-of-day Nov 4, 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

14.7%in top 5

SPY

in top 527.3%

AVLVStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

3.4%MSFT5.9%

2.9%AMZN3.8%

2.9%METAnot top 5

2.8%LLYnot top 5

2.7%JPMnot top 5

not top 5GOOGL2.5%

Held in common29.5%

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

AVLV vs SPY Returns, Every Period

AvantisAVLV

+14.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

AVLVSPYFaded: behind in that period

4–0AVLV wins

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

AVLV vs IVV

YTD

AvantisAVLV

+26.8%

IVViShares

+13.4%

+26.8%Year to date+13.4%

−6.4%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y12.9%

1.1%Yield1.1%

$22.6BAssets$887B

3–0AVLV wins

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

Cost, Income and Risk

Fees: AVLV, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AVLV0.15%$15

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

Yields: AVLV, SPY, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

AVLV1.08%$108

SPY0.99%$99

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

AVLV$108 − $15 = $93

SPY$99 − $9 = $90

KeptFee

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

Overlap: AVLV, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVLVSPYIVV

AVLV—29.5%29.5%

SPY29.5%—99.9%

IVV29.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+32.6%AVLV, at 11.8% volatility

AVLVWorst drop−6.4%11.8% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IVVAVLV

+13.4%Year to date+26.8%

1.1%Yield1.1%

+13.5%Past year+32.6%

0.03%Fee0.15%

2–1AVLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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