AVIG vs SPYM

AAVIG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · AVIG $9,960

Lowest cost0.02%SPYM · $2 on $10k

Most income4.04%AVIG · $404 on $10k

Smallest drop−5.1%AVIG · worst fall in 1Y

Held in common[…]AVIG and SPYM

AVIG

SPYM

Avantis Core Fixed Income ETF · $2.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+5.9%3 years · per year$11,872 · $19,186+24.3%

−0.1%5 years · per year$9,961 · $18,126+12.6%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

4.04%12-mo yield$404 · $101 on $10k1.01%

−5.1%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAVIG · SPYM

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

Held in common[…]

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAVIG	Avantis Core Fixed Income ETFRead Desk		0.15%	4.04%	+0.5%	−0.6%	+0.1%	+5.9%	−0.1%	−5.1%	$2.1B

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAVIG	Avantis Core Fixed Income ETFRead Desk		0.15%	4.04%	+0.5%	−0.6%	+0.1%	+5.9%	−0.1%	−5.1%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVIG vs SPYM

AVIG

Avantis Core Fixed Income

$9,961

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureAVIGSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield4.04%1.01%

5 years, per year−0.1%+12.6%

3 years, per year+5.9%+24.3%

Worst drop · 1Y−5.1%−8.9%

Volatility · 1Y4.2%12.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AVIG, SPYM

Today

[…]holdings […]

AVIGSPYM

AVIG—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$389most kept, AVIG

AVIG$404 − $15 = $389

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee