Compare · 2 funds side by side · dividends reinvested

AVMC and SPYM

AVMCAvantis×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

AVMC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%0.97%+14.2%+17.3%[…][…]−7.9%13.3%$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 4, 2026 · returns include dividends · since: AVMC 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

AVMC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

AVMCMeasureSPYM

+14.2%Year to dateJan 1 → Nov 4+13.4%

+17.3%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

0.97%Trailing 12-mo yield$97 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMC vs SPYM: Top 5 Holdings

Today

AVMC

3.0%in top 5

SPYM

in top 527.7%

AVMCStockSPYM

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 4, 2026 · share of each fund

AVMC vs SPYM Returns, Every Period

AvantisAVMC

+17.3%

past year

SPYMSPDR

+13.5%

past year

AVMCSPYMFaded: behind in that period

2–0AVMC wins

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

Stocks vs Core: AVMC vs SPYM

YTD

AvantisAVMC

+14.2%

SPYMSPDR

+13.4%

+14.2%Year to date+13.4%

−7.9%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y12.8%

1.0%Yield1.0%

$534MAssets$182B

2–1AVMC wins

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

Cost, Income and Risk

Fees: AVMC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVMC0.18%$18

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

Yields: AVMC, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

AVMC0.97%$97

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

AVMC$97 − $18 = $79

KeptFee

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

Overlap: AVMC, SPYM

Today

10.6%most shared, AVMC and SPYM

AVMCSPYM

AVMC—10.6%

SPYM10.6%—

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

Return vs Bumpiness: 2 ETFs

+17.3%AVMC, at 13.3% volatility

SPYMWorst drop−8.9%12.8% vol

AVMCWorst drop−7.9%13.3% vol

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

Paid More vs Made More

YTD

SPYMAVMC

+13.4%Year to date+14.2%

1.0%Yield1.0%

+13.5%Past year+17.3%

0.02%Fee0.18%

2–1AVMC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026