AVES vs IVV

AAVES

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income3.82%AVES · $382 on $10k

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

Held in common0.1%AVES and IVV

AVES

IVV

Avantis Emerging Markets Value ETF · $1.5BiShares Core S&P 500 ETF · $887B

+16.4%3 years · per year$15,765 · $18,221+22.1%

+6.5%5 years · per year$13,712 · $17,151+11.4%

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

3.82%12-mo yield$382 · $114 on $10k1.14%

−14.2%Worst dropSmaller wins−8.9%

20.9%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVES · IVV

0.0%SRE0.1%

0.0%RCL0.1%

0.0%LULU0.0%

0.0%EG0.0%

Held in common0.1%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AAVES	Avantis Emerging Markets Value ETFRead Desk	0.36%	3.82%	−3.8%	+1.9%	+5.6%	+16.4%	+6.5%	−14.2%	$1.5B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AAVES	Avantis Emerging Markets Value ETFRead Desk	0.36%	3.82%	−3.8%	+1.9%	+5.6%	+16.4%	+6.5%	−14.2%	$1.5B

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

Cards for this view

AVES vs IVV

AVES

Avantis Emerging Markets Value

$13,712

IVV

iShares Core S&P 500

$17,152

MeasureAVESIVV

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield3.82%1.14%

5 years, per year+6.5%+11.4%

3 years, per year+16.4%+22.1%

Worst drop · 1Y−14.2%−8.9%

Volatility · 1Y20.9%13.6%

5–1measures won
IVV first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVES, IVV, VOO

Today

93.5%most shared, IVV and VOO

AVESIVVVOO

AVES—0.1%0.1%

IVV0.1%—93.5%

VOO0.1%93.5%—

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

Income After Fees on $10,000

$346most kept, AVES

AVES$382 − $36 = $346

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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