AVGV vs SPY

AAVGV

BSPY

Measures won4–1AVGV wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.04%AVGV · $204 on $10k

Smallest drop−8.1%AVGV · worst fall in 1Y

Held in common0.0%AVGV and SPY

AVGV

SPY

Avantis All Equity Markets Value ETF 9 · $480MState Street SPDR S&P 500 ETF · $805B

+22.4%3 years · per year$18,322 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.26%Expense ratio$26 · $9 on $10k · lower wins0.09%

2.04%12-mo yield$204 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

4–1AVGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVGV · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.04%	−3.0%	+16.3%	+23.5%	+22.4%	new	−8.1%	$480M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.04%	−3.0%	+16.3%	+23.5%	+22.4%	new	−8.1%	$480M

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

AVGV vs SPY

AVGV

Avantis All Equity Markets Value ETF 9

[…]

SPY

SPDR S&P 500

$17,099

MeasureAVGVSPY

Fee0.26%0.09%

Cost on $10k a year$26$9

Yield2.04%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.4%+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.1%13.6%

4–1measures won
AVGV 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$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: AVGV, SPY

Today

0.0%most shared, AVGV and SPY

AVGVSPY

AVGV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$178most kept, AVGV

AVGV$204 − $26 = $178

SPY$103 − $9 = $94

KeptFee

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