Compare · 3 funds side by side · dividends reinvested

AVLV, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,995AVLV · best of the three

Story of the three · IncomeMost incomeAVLV · 1.09% · $109 a year on $10k

Story of the three · RiskSmallest drop

AVLV, SPYM 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%1.09%+25.6%+29.9%+23.6%+13.7%−6.4%12.4%$22.9B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: AVLV 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis U.S. Large Cap Value ETF · $22.9B$18,995

AVLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

AVLV

More Ways to See the Pairs

AVLV vs SPYM: Top 5 Holdings

Today

AVLV

14.8%in top 5

SPYM

in top 526.9%

AVLVStockSPYM

2.8%AAPL7.8%

not top 5NVDA6.3%

3.3%MSFT6.1%

3.0%AMZN4.1%

2.9%META

Cost, Income and Risk

Fees: AVLV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AVLV0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: AVLV, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SPYM

+25.6%Year to dateJan 1 → Nov 12+12.0%

+29.9%1 yearTotal return+12.2%

+23.6%3 years · per year$10,000 became $18,893 · $18,024+21.7%

+13.7%5 years · per year$10,000 became $18,995 · $17,408+11.7%

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

1.09%Trailing 12-mo yield$109 · $102 a year on $10k1.02%

−6.4%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.7%

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

7–1AVLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.8%LLYnot top 5

not top 5GOOGL2.6%

Held in common29.6%

End-of-day Nov 12, 2026 · share of each fund

AVLV vs SPYM Returns, Every Period

5Y

AvantisAVLV

+13.7%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

AVLVSPYMFaded: behind in that period

4–0AVLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

AVLV vs SPYM

YTD

AvantisAVLV

+25.6%

SPYMSPDR

+12.0%

+25.6%Year to date+12.0%

−6.4%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.0%

$22.9BAssets$183B

4–0AVLV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.09%highest, AVLV

FundTrailing yieldYield$10k

AVLV1.09%$109

SPYM1.02%$102

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

AVLV$109 − $15 = $94

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AVLV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AVLVSPYMSPY

AVLV—29.6%29.6%

SPYM29.6%—99.9%

SPY29.6%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.9%AVLV, at 12.4% volatility

AVLVWorst drop−6.4%12.4% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

AVLVSPYM

+25.6%Year to date+12.0%

1.1%Yield1.0%

+29.9%Past year+12.2%

0.15%Fee0.02%

3–1AVLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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AVLV, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three