Compare · 2 funds side by side · dividends reinvested

AVMV and IVV

AVMVAvantis×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

AVMV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.09%+14.1%+20.6%[…][…]−8.9%13.2%$808M1.3

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%$853B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Value ETF · $808M[…]

AVMV

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

AVMVMeasureIVV

+14.1%Year to dateJan 1 → Nov 9+11.3%

+20.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

3–2AVMV wins

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

More Ways to See the Pairs

AVMV vs IVV: Top 5 Holdings

Today

AVMV

6.5%in top 5

IVV

in top 527.8%

AVMVStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.4%DALnot top 5

1.4%DVNnot top 5

1.3%IDXXnot top 5

1.3%CNCnot top 5

1.2%CMGnot top 5

Held in common4.3%

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

AVMV vs IVV Returns, Every Period

AvantisAVMV

+20.6%

past year

IVViShares

+13.6%

past year

AVMVIVVFaded: behind in that period

2–0AVMV wins

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

Stocks vs Core: AVMV vs IVV

YTD

AvantisAVMV

+14.1%

IVViShares

+11.3%

+14.1%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.8%

1.1%Yield1.1%

$808MAssets$853B

2–0AVMV wins

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

Cost, Income and Risk

Fees: AVMV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AVMV0.20%$20

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

Yields: AVMV, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

AVMV1.09%$109

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

AVMV$109 − $20 = $89

KeptFee

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

Overlap: AVMV, IVV

Today

4.3%most shared, AVMV and IVV

AVMVIVV

AVMV—4.3%

IVV4.3%—

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

Return vs Bumpiness: 2 ETFs

+20.6%AVMV, at 13.2% volatility

AVMVWorst drop−8.9%13.2% 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

IVVAVMV

+11.3%Year to date+14.1%

1.1%Yield1.1%

+13.6%Past year+20.6%

0.03%Fee0.20%

2–1AVMV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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