AVMA vs SPYM

AAVMA

BSPYM

Measures won3–2AVMA wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.49%AVMA · $249 on $10k

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

Held in common0.0%AVMA and SPYM

AVMA

SPYM

Avantis Moderate Allocation ETF · $94MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.4%3 years · per year$15,764 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

2.49%12-mo yield$249 · $106 on $10k1.06%

−6.4%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

3–2AVMA wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMA · SPYM

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

Held in common0.0%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AAVMA	Avantis Moderate Allocation ETFRead Desk		0.21%	2.49%	−2.3%	+9.0%	+12.3%	+16.4%	new	−6.4%	$94M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AAVMA	Avantis Moderate Allocation ETFRead Desk		0.21%	2.49%	−2.3%	+9.0%	+12.3%	+16.4%	new	−6.4%	$94M

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

Cards for this view

AVMA vs SPYM

AVMA

Avantis Moderate Allocation

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureAVMASPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield2.49%1.06%

5 years, per year[…]+11.4%

3 years, per year+16.4%+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.6%13.6%

3–2measures won
AVMA first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVMA, SPYM

Today

0.0%most shared, AVMA and SPYM

AVMASPYM

AVMA—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$228most kept, AVMA

AVMA$249 − $21 = $228

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee