AVIE vs SPYM

AAVIE

BSPYM

Measures won3–2AVIE wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.44%AVIE · $144 on $10k

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

Held in common16.7%AVIE and SPYM

AVIE

SPYM

Avantis Inflation Focused Equity ETF · $17MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.7%3 years · per year$15,469 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

1.44%12-mo yield$144 · $105 on $10k1.05%

−5.4%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

3–2AVIE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVIE · SPYM

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.44%	−0.2%	+25.1%	+31.8%	+15.7%	new	−5.4%	$17M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.44%	−0.2%	+25.1%	+31.8%	+15.7%	new	−5.4%	$17M

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 SPYM

AVIE

Avantis Inflation Focused Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureAVIESPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield1.44%1.05%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVIE, SPYM

Today

16.7%most shared, AVIE and SPYM

AVIESPYM

AVIE—16.7%

SPYM16.7%—

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

SPYM$105 − $2 = $103

KeptFee

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