Compare · 2 funds side by side · dividends reinvested

AVUS and SPY

AVUSAvantis×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

AVUS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.93%+16.8%+18.5%+24.0%+12.4%−7.8%12.5%$14.6B1.5

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%$798B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: AVUS 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.6B$17,912

AVUS

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

AVUSMeasureSPY

+16.8%Year to dateJan 1 → Nov 4+13.3%

+18.5%1 yearTotal return+13.4%

+24.0%3 years · per year$10,000 became $19,063 · $19,132+24.1%

+12.4%5 years · per year$10,000 became $17,912 · $18,060+12.6%

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

0.93%Trailing 12-mo yield$93 · $99 a year on $10k0.99%

−7.8%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVUS vs SPY: Top 5 Holdings

Today

AVUS

21.3%in top 5

SPY

in top 527.3%

AVUSStockSPY

5.3%NVDA7.7%

5.7%AAPL7.4%

4.7%MSFT5.9%

3.4%AMZN3.8%

not top 5GOOGL2.5%

2.2%METAnot top 5

Held in common69.6%

End-of-day Nov 4, 2026 · share of each fund

AVUS vs SPY Returns, Every Period

AvantisAVUS

+12.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

AVUSSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AVUS vs SPY

YTD

AvantisAVUS

+16.8%

SPYSPDR

+13.3%

+16.8%Year to date+13.3%

−7.8%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y12.9%

0.9%Yield1.0%

$14.6BAssets$798B

3–1AVUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVUS0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVUS, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

AVUS0.93%$93

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

AVUS$93 − $15 = $78

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVUS, SPY

Today

69.6%most shared, AVUS and SPY

AVUSSPY

AVUS—69.6%

SPY69.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.5%AVUS, at 12.5% volatility

AVUSWorst drop−7.8%12.5% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYAVUS

+13.3%Year to date+16.8%

1.0%Yield0.9%

+13.4%Past year+18.5%

0.09%Fee0.15%

2–2level

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026