Compare · 3 funds side by side · dividends reinvested

AVSU, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

AVSU, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.3

Avantis Responsible U.S. Equity ETFUS Stock Styles · Large cap0.15%0.90%+15.3%+17.5%+21.6%[…]−10.1%15.1%$485M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: AVSU 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis Responsible U.S. Equity ETF · $485M[…]

AVSU

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 63.9% in common

AVSU

More Ways to See the Pairs

AVSU vs SPYM: Top 5 Holdings

Today

AVSU

22.3%in top 5

SPYM

in top 526.8%

AVSUStockSPYM

6.6%AAPL7.9%

4.6%NVDA6.4%

5.0%MSFT5.9%

3.8%AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: AVSU, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AVSU0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: AVSU, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SPYM

+15.3%Year to dateJan 1 → Nov 12+12.0%

+17.5%1 yearTotal return+12.2%

+21.6%3 years · per year$10,000 became $17,973 · $18,024+21.7%

[…]5 years · per year$10,000 became […] · $17,408+11.7%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

0.90%Trailing 12-mo yield$90 · $102 a year on $10k1.02%

−10.1%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.7%

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

2–5SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.4%METAnot top 5

Held in common63.9%

End-of-day Nov 12, 2026 · share of each fund

AVSU vs SPYM Returns, Every Period

1Y

AvantisAVSU

+17.5%

past year

SPYMSPDR

+12.2%

past year

AVSUSPYMFaded: behind in that period

2–1AVSU wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AVSU vs SPYM

YTD

AvantisAVSU

+15.3%

SPYMSPDR

+12.0%

+15.3%Year to date+12.0%

−10.1%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.7%

0.9%Yield1.0%

$485MAssets$183B

3–1SPYM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

SPY1.00%$100

AVSU0.90%$90

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

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

AVSU$90 − $15 = $75

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AVSU, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AVSUSPYMSPY

AVSU—63.9%63.9%

SPYM63.9%—99.9%

SPY63.9%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.5%AVSU, at 15.1% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

AVSUWorst drop−10.1%15.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMAVSU

+12.0%Year to date+15.3%

1.0%Yield0.9%

+12.2%Past year+17.5%

0.02%Fee0.15%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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AVSU, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three