AVGE vs IVV

AAVGE

BIVV

Measures won3–2AVGE wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.80%AVGE · $180 on $10k

Smallest drop−8.6%AVGE · worst fall in 1Y

Held in common0.0%AVGE and IVV

AVGE

IVV

Avantis All Equity Markets ETF · $1.3BiShares Core S&P 500 ETF · $853B

+21.2%3 years · per year$17,797 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.80%12-mo yield$180 · $114 on $10k1.14%

−8.6%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–2AVGE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVGE · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AAVGE	Avantis All Equity Markets ETFRead Desk	0.23%	1.80%	−0.2%	+12.9%	+16.5%	+21.2%	new	−8.6%	$1.3B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AAVGE	Avantis All Equity Markets ETFRead Desk	0.23%	1.80%	−0.2%	+12.9%	+16.5%	+21.2%	new	−8.6%	$1.3B

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

AVGE vs IVV

AVGE

Avantis All Equity Markets

[…]

IVV

iShares Core S&P 500

$17,177

MeasureAVGEIVV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.80%1.14%

5 years, per year[…]+11.4%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y13.4%13.6%

3–2measures won
AVGE first

0.0%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AVGE, IVV, VOO

Today

92.2%most shared, IVV and VOO

AVGEIVVVOO

AVGE—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$157most kept, AVGE

AVGE$180 − $23 = $157

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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