AVMA vs VOO

AAVMA

BVOO

Measures won3–2AVMA wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $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 VOO

AVMA

VOO

Avantis Moderate Allocation ETF · $96MVanguard S&P 500 ETF · $1.00T

+16.4%3 years · per year$15,764 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

2.49%12-mo yield$249 · $110 on $10k1.10%

−6.4%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.5%

3–2AVMA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVMA · VOO

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.49%	−2.3%	+9.0%	+12.3%	+16.4%	new	−6.4%	$96M

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAVMA	Avantis Moderate Allocation ETFRead Desk	0.21%	2.49%	−2.3%	+9.0%	+12.3%	+16.4%	new	−6.4%	$96M

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 VOO

AVMA

Avantis Moderate Allocation

[…]

VOO

Vanguard S&P 500

$17,156

MeasureAVMAVOO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield2.49%1.10%

5 years, per year[…]+11.4%

3 years, per year+16.4%+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.6%13.5%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVMA, VOO, IVV

Today

93.5%most shared, VOO and IVV

AVMAVOOIVV

AVMA—0.0%0.0%

VOO0.0%—93.5%

IVV0.0%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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