AVMA vs SPYM

AAVMA

BSPYM

Measures won3–2AVMA wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.47%AVMA · $247 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 · $185B

+17.2%3 years · per year$16,080 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

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

2.47%12-mo yield$247 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

9.2%VolatilityLower wins12.7%

3–2AVMA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVMA · SPYM

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

Held in common0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	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
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.47%	−0.2%	+10.1%	+12.6%	+17.2%	new	−6.4%	$94M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	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
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.47%	−0.2%	+10.1%	+12.6%	+17.2%	new	−6.4%	$94M

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

AVMA vs SPYM

AVMA

Avantis Moderate Allocation

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureAVMASPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield2.47%1.03%

5 years, per year[…]+12.2%

3 years, per year+17.2%+24.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.2%12.7%

3–2measures won
AVMA first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AVMA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AVMASPYMSPY

AVMA—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Income After Fees on $10,000

$226most kept, AVMA

AVMA$247 − $21 = $226

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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