AVES vs SPY

AAVES

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · AVES $14,255

Lowest cost0.09%SPY · $9 on $10k

Most income3.67%AVES · $367 on $10k

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

Held in common0.1%AVES and SPY

AVES

SPY

Avantis Emerging Markets Value ETF · $1.5BState Street SPDR S&P 500 ETF · $805B

+17.5%3 years · per year$16,236 · $19,132+24.1%

+7.3%5 years · per year$14,255 · $18,060+12.6%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

3.67%12-mo yield$367 · $99 on $10k0.99%

−12.9%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVES · SPY

0.0%SRE0.1%

0.0%RCL0.1%

0.0%LULU0.0%

0.0%EG0.0%

Held in common0.1%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AAVES	Avantis Emerging Markets Value ETFRead Desk		0.36%	3.67%	+1.4%	+6.0%	+8.0%	+17.5%	+7.3%	−12.9%	$1.5B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AAVES	Avantis Emerging Markets Value ETFRead Desk		0.36%	3.67%	+1.4%	+6.0%	+8.0%	+17.5%	+7.3%	−12.9%	$1.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVES vs SPY

AVES

Avantis Emerging Markets Value

$14,255

SPY

SPDR S&P 500

$18,060

MeasureAVESSPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield3.67%0.99%

5 years, per year+7.3%+12.6%

3 years, per year+17.5%+24.1%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y20.6%12.9%

5–1measures won
SPY first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AVES, SPY

Today

0.1%most shared, AVES and SPY

AVESSPY

AVES—0.1%

SPY0.1%—

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

Income After Fees on $10,000

$331most kept, AVES

AVES$367 − $36 = $331

SPY$99 − $9 = $90

KeptFee

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