AVEM vs SPY

AAVEM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · AVEM $14,941

Lowest cost0.09%SPY · $9 on $10k

Most income2.88%AVEM · $289 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%AVEM and SPY

AVEM

SPY

Avantis Emerging Markets Equity ETF · $25.7BState Street SPDR S&P 500 ETF · $819B

+21.0%3 years · per year$17,708 · $18,039+21.7%

+8.4%5 years · per year$14,941 · $17,118+11.3%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

2.88%12-mo yield$289 · $103 on $10k1.03%

−17.7%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVEM · SPY

0.0%RCL0.1%

0.0%SRE0.1%

0.0%LULU0.0%

0.0%EG0.0%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.88%	+1.7%	+9.6%	+10.7%	+21.0%	+8.4%	−17.7%	$25.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.88%	+1.7%	+9.6%	+10.7%	+21.0%	+8.4%	−17.7%	$25.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVEM vs SPY

AVEM

Avantis Emerging Markets Equity

$14,941

SPY

SPDR S&P 500

$17,118

MeasureAVEMSPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield2.88%1.03%

5 years, per year+8.4%+11.3%

3 years, per year+21.0%+21.7%

Worst drop · 1Y−17.7%−8.9%

Volatility · 1Y25.4%13.6%

5–1measures won
SPY first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVEM, SPY

Today

0.1%most shared, AVEM and SPY

AVEMSPY

AVEM—0.1%

SPY0.1%—

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

Income After Fees on $10,000

$256most kept, AVEM

AVEM$289 − $33 = $256

SPY$103 − $9 = $94

KeptFee

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