AVMA vs SPYM

AAVMA

BSPYM

Measures won3–2AVMA wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income2.43%AVMA · $243 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

+17.4%3 years · per year$16,176 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

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

2.43%12-mo yield$243 · $101 on $10k1.01%

−6.4%Worst dropSmaller wins−8.9%

9.3%VolatilityLower wins12.8%

3–2AVMA wins

$10,000 · 5 yearsAll four, 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 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.43%	+1.3%	+11.5%	+14.0%	+17.4%	new	−6.4%	$94M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.43%	+1.3%	+11.5%	+14.0%	+17.4%	new	−6.4%	$94M

End-of-day Nov 4, 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

$18,126

MeasureAVMASPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield2.43%1.01%

5 years, per year[…]+12.6%

3 years, per year+17.4%+24.3%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.3%12.8%

3–2measures won
AVMA first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AVMA, SPYM, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVMASPYMSPYIVV

AVMA—0.0%0.0%0.0%

SPYM0.0%—99.8%99.8%

SPY0.0%99.8%—99.9%

IVV0.0%99.8%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, AVMA

AVMA$243 − $21 = $222

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee