AVIE vs SPY

AAVIE

BSPY

Measures won3–2AVIE wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.42%AVIE · $142 on $10k

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

Held in common16.4%AVIE and SPY

AVIE

SPY

Avantis Inflation Focused Equity ETF · $17MState Street SPDR S&P 500 ETF · $819B

+16.1%3 years · per year$15,664 · $18,174+22.0%

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

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.42%12-mo yield$142 · $103 on $10k1.03%

−5.4%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.6%

3–2AVIE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVIE · SPY

4.0%LLY1.7%

5.6%BRK-B1.6%

4.1%XOM1.0%

2.4%JNJ1.0%

Held in common16.4%

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%	$818.5B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.42%	−1.6%	+26.4%	+33.9%	+16.1%	new	−5.4%	$17M

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%	$818.5B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.42%	−1.6%	+26.4%	+33.9%	+16.1%	new	−5.4%	$17M

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

AVIE vs SPY

AVIE

Avantis Inflation Focused Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureAVIESPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.42%1.03%

5 years, per year[…]+11.3%

3 years, per year+16.1%+22.0%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y10.2%13.6%

3–2measures won
AVIE first

16.4%

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: AVIE, SPY

Today

16.4%most shared, AVIE and SPY

AVIESPY

AVIE—16.4%

SPY16.4%—

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

Income After Fees on $10,000

$117most kept, AVIE

AVIE$142 − $25 = $117

SPY$103 − $9 = $94

KeptFee

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