AVIE vs IVV

AAVIE

BIVV

Measures won3–2AVIE wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%AVIE · $144 on $10k

Smallest drop−5.4%AVIE · worst fall in 1Y

Held in common16.7%AVIE and IVV

AVIE

IVV

Avantis Inflation Focused Equity ETF · $16MiShares Core S&P 500 ETF · $853B

+15.7%3 years · per year$15,469 · $18,084+21.8%

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

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.44%12-mo yield$144 · $114 on $10k1.14%

−5.4%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

3–2AVIE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVIE · IVV

4.0%LLY1.7%

5.7%BRK-B1.7%

4.1%XOM1.1%

2.4%JNJ1.0%

Held in common16.7%

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	AAVIE	Avantis Inflation Focused Equity ETFRead Desk	0.25%	1.44%	−0.2%	+25.1%	+31.8%	+15.7%	new	−5.4%	$16M

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	AAVIE	Avantis Inflation Focused Equity ETFRead Desk	0.25%	1.44%	−0.2%	+25.1%	+31.8%	+15.7%	new	−5.4%	$16M

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

AVIE vs IVV

AVIE

Avantis Inflation Focused Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureAVIEIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.44%1.14%

5 years, per year[…]+11.4%

3 years, per year+15.7%+21.8%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y10.4%13.6%

3–2measures won
AVIE first

16.7%

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: AVIE, IVV, VOO

Today

92.2%most shared, IVV and VOO

AVIEIVVVOO

AVIE—16.7%14.8%

IVV16.7%—92.2%

VOO14.8%92.2%—

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

Income After Fees on $10,000

$119most kept, AVIE

AVIE$144 − $25 = $119

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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