AVLC vs VOO

AAVLC

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.0%AVLC · worst fall in 1Y

Held in common72.6%AVLC and VOO

AVLC

VOO

Avantis U.S. Large Cap Equity ETF · $1.5BVanguard S&P 500 ETF · $1.00T

+22.7%3 years · per year$18,475 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $107 on $10k1.07%

−8.0%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

2–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · VOO

6.0%AAPL7.4%

5.3%MSFT5.8%

4.8%NVDA8.4%

4.0%AMZN3.7%

Held in common72.6%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	+2.5%	+14.6%	+17.8%	+22.7%	new	−8.0%	$1.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	+2.5%	+14.6%	+17.8%	+22.7%	new	−8.0%	$1.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVLC vs VOO

AVLC

Avantis U.S. Large Cap Equity

[…]

VOO

Vanguard S&P 500

$17,543

MeasureAVLCVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.88%1.07%

5 years, per year[…]+11.9%

3 years, per year+22.7%+22.0%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y14.6%13.7%

3–2measures won
VOO first

72.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AVLC, VOO, IVV

Today

92.7%most shared, VOO and IVV

AVLCVOOIVV

AVLC—72.6%74.0%

VOO72.6%—92.7%

IVV74.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

AVLC$88 − $15 = $73

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee