Compare · 2 funds side by side · dividends reinvested

LGLV and AVLV

LGLVSPDR×AVLVAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,707AVLV · best of the two

02 / 04

LGLV and AVLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Large Cap Value ETFLow-Cost Core · US large cap0.15%1.12%+21.8%+27.5%+23.2%+13.3%−6.4%12.2%$22.2B1.4

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.05%+9.6%+12.1%+14.8%+7.9%−8.2%10.8%$1.2B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LGLV 2013 · AVLV 2021

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$14,650

LGLV

AVLV

Avantis U.S. Large Cap Value ETF · $22.2B$18,707

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

LGLVMeasureAVLV

+9.6%Year to dateJan 1 → Nov 6+21.8%

+12.1%1 yearTotal return+27.5%

+14.8%3 years · per year$10,000 became $15,138 · $18,718+23.2%

+7.9%5 years · per year$10,000 became $14,650 · $18,707+13.3%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

2.05%Trailing 12-mo yield$205 · $112 a year on $10k1.12%

−8.2%Worst dropSmaller is better−6.4%

10.8%VolatilityLower is calmer12.2%

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

3–5AVLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGLV vs AVLV: Top 5 Holdings

Today

LGLV

10.3%in top 5

AVLV

in top 515.1%

LGLVStockAVLV

4.5%WELLnot top 5

not top 5MSFT3.5%

not top 5AMZN3.0%

not top 5META2.9%

not top 5AAPL2.8%

not top 5LLY2.8%

1.7%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common10.5%

End-of-day Nov 6, 2026 · share of each fund

LGLV vs AVLV Returns, Every Period

SPDRLGLV

+7.9%

5 years, per year

AVLVAvantis

+13.3%

5 years, per year

LGLVAVLVFaded: behind in that period

0–4AVLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LGLV vs AVLV

YTD

SPDRLGLV

+9.6%

AVLVAvantis

+21.8%

+9.6%Year to date+21.8%

−8.2%Worst drop · 1Y−6.4%

10.8%Volatility · 1Y12.2%

2.0%Yield1.1%

$1.2BAssets$22.2B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGLV, AVLV

Today

0.12%lowest, LGLV

FundExpense ratioFee$10k

LGLV0.12%$12

AVLV0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LGLV, AVLV

2.05%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.05%$205

AVLV1.12%$112

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$193most kept, LGLV

LGLV$205 − $12 = $193

AVLV$112 − $15 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LGLV, AVLV

Today

10.5%most shared, LGLV and AVLV

LGLVAVLV

LGLV—10.5%

AVLV10.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%AVLV, at 12.2% volatility

LGLVWorst drop−8.2%10.8% vol

AVLVWorst drop−6.4%12.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LGLVAVLV

+9.6%Year to date+21.8%

2.0%Yield1.1%

+12.1%Past year+27.5%

0.12%Fee0.15%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026