AVMA vs SPY5YAVMAAVMAAvsBSPYSPYAvantis Moderate Allocation ETF · $100MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+15.8%3 years · per year$15,516 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%2.46%12-mo yield$246 · $101 on $10k
Overlap: AVMA, SPY, VTIToday86.3%most shared, SPY and VTIAVMASPYVTIAVMA—0.0%0.0%SPY0.0%—86.3%VTI0.0%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
AVMA vs SPY5YAAVMAAvantis Moderate Allocation[…]vsSPYBSPDR S&P 500$17,214MeasureAVMASPYFee0.21%0.09%Cost on $10k a year$21$9Yield2.46%1.01%5 years, per year[…]+11.5%3 years, per year+15.8%+21.4%Worst drop · 1Y−6.4%−8.9%Volatility · 1Y9.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3AAVMAAvantis Moderate Allocation ETFReadDesk0.21%2.46%0.0%+10.2%+11.7%+15.8%new−6.4%$100MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3AAVMAAvantis Moderate Allocation ETFReadDesk0.21%2.46%0.0%+10.2%+11.7%+15.8%new−6.4%$100MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$95.8B2–0VTI winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: AVMA, SPY, VTIToday86.3%most shared, SPY and VTIAVMASPYVTIAVMA—0.0%0.0%SPY0.0%—86.3%VTI0.0%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$225most kept, AVMAAVMA$246 − $21 = $225VTI$106 − $3 = $103SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee