AVLV vs SPY

AAVLV

BSPY

Measures won5–1AVLV wins · of 6 · 5Y

$10,000 · 5Y$19,131AVLV · IVV $17,747

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−6.4%AVLV · worst fall in 1Y

Held in common29.4%AVLV and SPY

AVLV

SPY

Avantis U.S. Large Cap Value ETF · $22.6BState Street SPDR S&P 500 ETF · $798B

+25.2%3 years · per year$19,607 · $19,046+24.0%

+13.9%5 years · per year$19,131 · $17,688+12.1%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $101 on $10k1.01%

−6.4%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins12.8%

5–1AVLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLV · SPY

3.3%MSFT5.9%

2.8%AMZN3.6%

2.8%AAPL7.7%

2.8%META2.1%

Held in common29.4%

End-of-day Nov 3, 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	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk	0.15%	1.10%	−0.3%	+24.8%	+30.5%	+25.2%	+13.9%	−6.4%	$22.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	AAVLV	Avantis U.S. Large Cap Value ETFRead Desk	0.15%	1.10%	−0.3%	+24.8%	+30.5%	+25.2%	+13.9%	−6.4%	$22.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

AVLV vs SPY

AVLV

Avantis U.S. Large Cap Value

$19,131

SPY

SPDR S&P 500

$17,688

MeasureAVLVSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.10%1.01%

5 years, per year+13.9%+12.1%

3 years, per year+25.2%+24.0%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y11.7%12.8%

5–1measures won
AVLV first

29.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: AVLV, SPY, IVV

Today

98.7%most shared, SPY and IVV

AVLVSPYIVV

AVLV—29.4%29.6%

SPY29.4%—98.7%

IVV29.6%98.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

AVLV$110 − $15 = $95

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee