Compare · 3 funds side by side · dividends reinvested

AVMA, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

AVMA, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Moderate Allocation ETFUnsorted0.21%2.45%+10.6%+13.9%+16.1%[…]−6.4%9.7%$96M1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVMA 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Moderate Allocation ETF · $96M[…]

AVMA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVMAMeasureSPYM

+10.6%Year to dateJan 1 → Nov 9+11.3%

+13.9%1 yearTotal return+13.6%

+16.1%3 years · per year$10,000 became $15,635 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

2.45%Trailing 12-mo yield$245 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.7%

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

4–3AVMA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMA vs SPYM: Top 5 Holdings

Today

AVMA

73.1%in top 5

SPYM

in top 527.8%

AVMAStockSPYM

28.4%AVUSnot top 5

18.3%AVIGnot top 5

10.3%AVLVnot top 5

8.1%AVGBnot top 5

8.0%AVSFnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AVMA vs SPYM Returns, Every Period

AvantisAVMA

+13.9%

past year

SPYMSPDR

+13.6%

past year

AVMASPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AVMA vs IVV

YTD

AvantisAVMA

+10.6%

IVViShares

+11.3%

+10.6%Year to date+11.3%

−6.4%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.8%

2.5%Yield1.1%

$95.8MAssets$853B

3–1AVMA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMA, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AVMA0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVMA, SPYM, IVV

2.45%highest, AVMA

FundTrailing yieldYield$10k

AVMA2.45%$245

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, AVMA

AVMA$245 − $21 = $224

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVMA, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AVMASPYMIVV

AVMA—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%AVMA, at 9.7% volatility

AVMAWorst drop−6.4%9.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AVMASPYM

+10.6%Year to date+11.3%

2.5%Yield1.0%

+13.9%Past year+13.6%

0.21%Fee0.02%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026