AVGE vs SPYM

AAVGE

BSPYM

Measures won3–2AVGE wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.79%AVGE · $179 on $10k

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

Held in common0.0%AVGE and SPYM

AVGE

SPYM

Avantis All Equity Markets ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$17,973 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.23%Expense ratio$23 · $2 on $10k · lower wins0.02%

1.79%12-mo yield$179 · $106 on $10k1.06%

−8.6%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–2AVGE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVGE · SPYM

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AAVGE	Avantis All Equity Markets ETFRead Desk		0.23%	1.79%	−3.6%	+13.1%	+17.6%	+21.6%	new	−8.6%	$1.3B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AAVGE	Avantis All Equity Markets ETFRead Desk		0.23%	1.79%	−3.6%	+13.1%	+17.6%	+21.6%	new	−8.6%	$1.3B

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

AVGE vs SPYM

AVGE

Avantis All Equity Markets

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureAVGESPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield1.79%1.06%

5 years, per year[…]+11.4%

3 years, per year+21.6%+22.1%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y13.4%13.6%

3–2measures won
AVGE first

0.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVGE, SPYM

Today

0.0%most shared, AVGE and SPYM

AVGESPYM

AVGE—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$156most kept, AVGE

AVGE$179 − $23 = $156

SPYM$106 − $2 = $104

KeptFee

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