AVL vs SPY
5Y[…]3 years · per year[…] · $18,039+21.7%
[…]5 years · per year[…] · $17,118+11.3%
1.01%Expense ratio$101 · $9 on $10k · lower wins0.09%
54.64%12-mo yield$5,464 · $103 on $10k1.03%
−68.7%Worst dropSmaller wins−8.9%
96.4%VolatilityLower wins13.6%
1–3SPY wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsAVL · SPY
5.2%AVGO2.2%
Held in common2.2%
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