Compare · 3 funds side by side · dividends reinvested

AVMC, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

AVMC, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%1.00%+10.2%+13.0%[…][…]−7.9%13.7%$535M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: AVMC 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $535M[…]

AVMC

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

AVMCMeasureSPY

+10.2%Year to dateJan 1 → Nov 6+8.7%

+13.0%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+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 6, 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

3.1%in top 5

SPY

in top 527.8%

AVMCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

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%PRUnot top 5

Held in common10.7%

End-of-day Nov 6, 2026 · share of each fund

AVMC vs SPY Returns, Every Period

AvantisAVMC

+13.0%

past year

SPYSPDR

+9.7%

past year

AVMCSPYFaded: behind in that period

2–0AVMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AVMC vs IVV

YTD

AvantisAVMC

+10.2%

IVViShares

+8.7%

+10.2%Year to date+8.7%

−7.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.0%Yield1.1%

$535MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AVMC0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVMC, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

AVMC1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

AVMC$100 − $18 = $82

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AVMC, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVMCSPYIVV

AVMC—10.7%10.7%

SPY10.7%—99.9%

IVV10.7%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%AVMC, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

AVMCWorst drop−7.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAVMC

+8.7%Year to date+10.2%

1.1%Yield1.0%

+9.8%Past year+13.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026