Compare · 2 funds side by side · dividends reinvested

AVUQ and SPY

AVUQAvantis×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

AVUQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.0

Avantis U.S. Quality ETFUS Stock Styles · Factor0.15%0.31%+9.3%+7.2%[…][…]−11.2%16.7%$409M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVUQ 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Quality ETF · $409M[…]

AVUQ

SPY

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

$10,000 five years ago, dividends reinvested · they hold 57.4% in common

AVUQMeasureSPY

+9.3%Year to dateJan 1 → Nov 5+13.3%

+7.2%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.31%Trailing 12-mo yield$31 · $99 a year on $10k0.99%

−11.2%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer12.9%

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

0–6SPY wins

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

More Ways to See the Pairs

AVUQ vs SPY: Top 5 Holdings

Today

AVUQ

38.0%in top 5

SPY

in top 527.7%

AVUQStockSPY

12.5%AAPL7.7%

10.0%NVDA7.3%

5.3%MSFT6.2%

6.0%AMZN3.9%

4.1%METAnot top 5

not top 5GOOGL2.6%

Held in common57.4%

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

AVUQ vs SPY Returns, Every Period

AvantisAVUQ

+7.2%

past year

SPYSPDR

+13.4%

past year

AVUQSPYFaded: behind in that period

0–2SPY wins

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

Stocks vs Core: AVUQ vs SPY

YTD

AvantisAVUQ

+9.3%

SPYSPDR

+13.3%

+9.3%Year to date+13.3%

−11.2%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y12.9%

0.3%Yield1.0%

$409MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: AVUQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVUQ0.15%$15

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

Yields: AVUQ, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

AVUQ0.31%$31

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

AVUQ$31 − $15 = $16

KeptFee

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

Overlap: AVUQ, SPY

Today

57.4%most shared, AVUQ and SPY

AVUQSPY

AVUQ—57.4%

SPY57.4%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

AVUQWorst drop−11.2%16.7% vol

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

Paid More vs Made More

YTD

SPYAVUQ

+13.3%Year to date+9.3%

1.0%Yield0.3%

+13.4%Past year+7.2%

0.09%Fee0.15%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026