Compare · 2 funds side by side · dividends reinvested

AVMC and SPY

AVMCAvantis×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

AVMC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%1.00%+10.3%+14.0%[…][…]−7.9%13.7%$534M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVMC 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $534M[…]

AVMC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

AVMCMeasureSPY

+10.3%Year to dateJan 1 → Nov 5+8.3%

+14.0%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

AVMC vs SPY: Top 5 Holdings

Today

AVMC

3.0%in top 5

SPY

in top 527.7%

AVMCStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.7%KMBnot top 5

0.6%PYPLnot top 5

0.6%HUMnot top 5

0.6%CNCnot top 5

0.6%DALnot top 5

Held in common10.6%

End-of-day Nov 5, 2026 · share of each fund

AVMC vs SPY Returns, Every Period

AvantisAVMC

+14.0%

past year

SPYSPDR

+9.7%

past year

AVMCSPYFaded: behind in that period

2–0AVMC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AVMC vs SPY

YTD

AvantisAVMC

+10.3%

SPYSPDR

+8.3%

+10.3%Year to date+8.3%

−7.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.0%Yield1.0%

$534MAssets$805B

2–1AVMC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVMC0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVMC, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

AVMC1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AVMC$100 − $18 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVMC, SPY

Today

10.6%most shared, AVMC and SPY

AVMCSPY

AVMC—10.6%

SPY10.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%AVMC, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

AVMCWorst drop−7.9%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYAVMC

+8.3%Year to date+10.3%

1.0%Yield1.0%

+9.7%Past year+14.0%

0.09%Fee0.18%

2–1AVMC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026