AVLC vs VV

AAVLC

BVV

Measures won2–3VV wins · of 6 · 5Y

$10,000 · 5Y$17,789VV

Lowest cost0.03%VV · $3 on $10k

Most income1.02%VV · $102 on $10k

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

Held in common72.4%AVLC and VV

AVLC

Avantis U.S. Large Cap Equity ETF · $1.6BVanguard Morningstar Large-Cap ETF · $54.1B

+24.9%3 years · per year$19,468 · $19,258+24.4%

[…]5 years · per year[…] · $17,789+12.2%

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

0.86%12-mo yield$86 · $102 on $10k1.02%

−8.0%Worst dropSmaller wins−9.2%

13.8%VolatilityLower wins13.0%

2–3VV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVLC · VV

5.6%AAPL7.5%

5.2%NVDA8.1%

5.1%MSFT5.9%

3.7%AMZN3.7%

Held in common72.4%

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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.86%	+1.4%	+16.6%	+17.7%	+24.9%	new	−8.0%	$1.6B

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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B
2	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk		0.15%	0.86%	+1.4%	+16.6%	+17.7%	+24.9%	new	−8.0%	$1.6B

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

AVLC vs VV

AVLC

Avantis U.S. Large Cap Equity

[…]

Vanguard Morningstar Large-Cap

$17,789

MeasureAVLCVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.86%1.02%

5 years, per year[…]+12.2%

3 years, per year+24.9%+24.4%

Worst drop · 1Y−8.0%−9.2%

Volatility · 1Y13.8%13.0%

3–2measures won
VV first

72.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AVLC, VV

Today

72.4%most shared, AVLC and VV

AVLCVV

AVLC—72.4%

VV72.4%—

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

Income After Fees on $10,000

$99most kept, VV

VV$102 − $3 = $99

AVLC$86 − $15 = $71

KeptFee

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