AVMA vs SPY

AAVMA

BSPY

Measures won3–2AVMA wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.49%AVMA · $249 on $10k

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

Held in common0.0%AVMA and SPY

AVMA

SPY

Avantis Moderate Allocation ETF · $96MState Street SPDR S&P 500 ETF · $819B

+16.0%3 years · per year$15,622 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

2.49%12-mo yield$249 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

3–2AVMA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVMA · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.49%	−0.1%	+8.9%	+11.6%	+16.0%	new	−6.4%	$96M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.49%	−0.1%	+8.9%	+11.6%	+16.0%	new	−6.4%	$96M

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

AVMA vs SPY

AVMA

Avantis Moderate Allocation

[…]

SPY

SPDR S&P 500

$17,118

MeasureAVMASPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield2.49%1.03%

5 years, per year[…]+11.3%

3 years, per year+16.0%+21.7%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.6%13.6%

3–2measures won
AVMA first

0.0%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: AVMA, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVMASPYIVV

AVMA—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$228most kept, AVMA

AVMA$249 − $21 = $228

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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