Compare · 2 funds side by side · dividends reinvested

AVMV and SPY

AVMVAvantis×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

AVMV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.12%+11.3%+16.7%[…][…]−8.9%13.0%$808M1.2

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%$778B1.6

Rank among the two1st → 2ndFee, 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: AVMV 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

AVMV

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

AVMVMeasureSPY

+11.3%Year to dateJan 1 → Nov 6+8.7%

+16.7%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%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.12%Trailing 12-mo yield$112 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

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

4–1AVMV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMV vs SPY: Top 5 Holdings

Today

AVMV

6.6%in top 5

SPY

in top 527.8%

AVMVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.4%DVNnot top 5

1.3%DALnot top 5

1.3%CNCnot top 5

1.3%CMGnot top 5

1.3%IDXXnot top 5

Held in common4.3%

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

AVMV vs SPY Returns, Every Period

AvantisAVMV

+16.7%

past year

SPYSPDR

+9.7%

past year

AVMVSPYFaded: behind in that period

2–0AVMV wins

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

Stocks vs Core: AVMV vs SPY

YTD

AvantisAVMV

+11.3%

SPYSPDR

+8.7%

+11.3%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

1.1%Yield1.0%

$808MAssets$778B

3–0AVMV wins

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

Cost, Income and Risk

Fees: AVMV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVMV0.20%$20

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

Yields: AVMV, SPY

1.12%highest, AVMV

FundTrailing yieldYield$10k

AVMV1.12%$112

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AVMV$112 − $20 = $92

KeptFee

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

Overlap: AVMV, SPY

Today

4.3%most shared, AVMV and SPY

AVMVSPY

AVMV—4.3%

SPY4.3%—

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

Return vs Bumpiness: 2 ETFs

+16.7%AVMV, at 13.0% volatility

AVMVWorst drop−8.9%13.0% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AVMVSPY

+11.3%Year to date+8.7%

1.1%Yield1.0%

+16.7%Past year+9.7%

0.20%Fee0.09%

3–1AVMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026