Compare · 2 funds side by side · dividends reinvested

AVRY and SPYM

AVRYAvory×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 03

AVRY 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.0

Avory Foundational ETFUnsorted0.89%0.00%[…][…][…][…][…][…]$70M2.0

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: AVRY 2026 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Avory Foundational ETF · $70M[…]

AVRY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

AVRYMeasureSPYM

[…]Year to dateJan 1 → Nov 3+11.5%

[…]1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.89%Expense ratio$89 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.7%

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

0–2SPYM wins

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

More Ways to See the Pairs

AVRY vs SPYM: Top 5 Holdings

Today

AVRY

34.8%in top 5

SPYM

in top 527.4%

AVRYStockSPYM

8.4%SQnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

6.9%PAYCnot top 5

6.8%ZMnot top 5

6.7%OMCLnot top 5

6.0%YOUnot top 5

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common7.6%

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

AVRY vs SPYM Returns, Every Period

AvoryAVRY

[…]

past year

SPYMSPDR

+11.9%

past year

Returns […]

AVRYSPYMFaded: behind in that period

0–0Level

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

Unsorted vs Core: AVRY vs SPYM

YTD

AvoryAVRY

[…]

SPYMSPDR

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.7%

0.0%Yield1.0%

$70.4MAssets$185B

1–0SPYM wins

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

Cost, Income and Risk

Fees: AVRY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVRY0.89%$89

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

Yields: AVRY, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

AVRY0.00%$0

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

AVRY$0 − $89 = −$89

KeptFee

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

Overlap: AVRY, SPYM

Today

7.6%most shared, AVRY and SPYM

AVRYSPYM

AVRY—7.6%

SPYM7.6%—

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

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

AVRYWorst drop[…][…]

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

Popular Pairs Near These Two

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

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