AVLC vs FELV

AAVLC

BFELV

Measures won1–3FELV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.39%FELV · $139 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common47.3%AVLC and FELV

AVLC

FELV

Avantis U.S. Large Cap Equity ETF · $1.5BFidelity Enhanced Large Cap Value ETF · $3.7B

+22.4%3 years · per year$18,358 · […][…]

[…]5 years · per year[…]

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $139 on $10k1.39%

−8.0%Worst dropSmaller wins−6.8%

14.4%VolatilityLower wins11.2%

1–3FELV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · FELV

6.0%AAPL6.4%

5.4%MSFT4.8%

4.0%AMZN6.2%

1.5%JPM2.6%

Held in common47.3%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.5B
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.5B
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

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

AVLC vs FELV

AVLC

Avantis U.S. Large Cap Equity

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureAVLCFELV

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.90%1.39%

5 years, per year[…][…]

3 years, per year+22.4%[…]

Worst drop · 1Y−8.0%−6.8%

Volatility · 1Y14.4%11.2%

3–1measures won
FELV first

47.3%

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: AVLC, FELV, SPY

Today

73.9%most shared, AVLC and SPY

AVLCFELVSPY

AVLC—47.3%73.9%

FELV47.3%—47.6%

SPY73.9%47.6%—

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

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

SPY$103 − $9 = $94

AVLC$90 − $15 = $75

KeptFee

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