Compare · 2 funds side by side · dividends reinvested

AVMV and VO

AVMVAvantis×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two

02 / 04

AVMV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.1

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.09%+13.7%+19.5%[…][…]−8.9%12.6%$823M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: AVMV 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Value ETF · $823M[…]

AVMV

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

AVMVMeasureVO

+13.7%Year to dateJan 1 → Nov 3+13.8%

+19.5%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

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

1.09%Trailing 12-mo yield$109 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

12.6%VolatilityLower is calmer12.4%

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

1–5VO wins

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

More Ways to See the Pairs

AVMV vs VO: Top 5 Holdings

Today

AVMV

6.4%in top 5

in top 55.3%

AVMVStockVO

1.5%DVNnot top 5

1.3%DALnot top 5

1.2%IDXXnot top 5

1.2%0EV1.Lnot top 5

1.2%CNCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common20.2%

End-of-day Nov 3, 2026 · share of each fund

AVMV vs VO Returns, Every Period

AvantisAVMV

+19.5%

past year

VOVanguard

+13.9%

past year

AVMVVOFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AVMV vs VO

YTD

AvantisAVMV

+13.7%

VOVanguard

+13.8%

+13.7%Year to date+13.8%

−8.9%Worst drop · 1Y−8.2%

12.6%Volatility · 1Y12.4%

1.1%Yield1.3%

$823MAssets$103B

4–0VO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

AVMV0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVMV, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

AVMV1.09%$109

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

AVMV$109 − $20 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVMV, VO

Today

20.2%most shared, AVMV and VO

AVMVVO

AVMV—20.2%

VO20.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.5%AVMV, at 12.6% volatility

VOWorst drop−8.2%12.4% vol

AVMVWorst drop−8.9%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOAVMV

+13.8%Year to date+13.7%

1.3%Yield1.1%

+13.9%Past year+19.5%

0.03%Fee0.20%

3–1VO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026