Compare · 2 funds side by side · dividends reinvested

AVRE and SPY

AVREAvantis×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

AVRE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Real Estate ETFSectors · Real estate0.17%2.93%+10.0%+10.2%+13.0%+0.8%−10.5%12.7%$892M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVRE 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $892M$10,384

AVRE

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

AVREMeasureSPY

+10.0%Year to dateJan 1 → Nov 5+8.3%

+10.2%1 yearTotal return+9.7%

+13.0%3 years · per year$10,000 became $14,438 · $18,174+22.0%

+0.8%5 years · per year$10,000 became $10,384 · $17,099+11.3%

0.17%Expense ratio$17 · $9 a year on $10k · lower is better0.09%

2.93%Trailing 12-mo yield$293 · $103 a year on $10k1.03%

−10.5%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

AVRE vs SPY: Top 5 Holdings

Today

AVRE

28.1%in top 5

SPY

in top 527.7%

AVREStockSPY

7.9%WELLnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

6.2%PLDnot top 5

5.7%EQIXnot top 5

4.5%AMTnot top 5

not top 5AMZN3.9%

3.8%SPGnot top 5

not top 5GOOGL2.6%

Held in common1.6%

End-of-day Nov 5, 2026 · share of each fund

AVRE vs SPY Returns, Every Period

AvantisAVRE

+0.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AVRESPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: AVRE vs SPY

YTD

AvantisAVRE

+10.0%

SPYSPDR

+8.3%

+10.0%Year to date+8.3%

−10.5%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.6%

2.9%Yield1.0%

$892MAssets$805B

3–1AVRE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVRE0.17%$17

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVRE, SPY

2.93%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.93%$293

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$276most kept, AVRE

AVRE$293 − $17 = $276

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVRE, SPY

Today

1.6%most shared, AVRE and SPY

AVRESPY

AVRE—1.6%

SPY1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%AVRE, at 12.7% volatility

AVREWorst drop−10.5%12.7% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AVRESPY

+10.0%Year to date+8.3%

2.9%Yield1.0%

+10.2%Past year+9.7%

0.17%Fee0.09%

3–1AVRE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026