AVMC vs SPYM

AAVMC

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−7.9%AVMC · worst fall in 1Y

Held in common10.7%AVMC and SPYM

Avantis U.S. Mid Cap Equity ETF · $559MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

0.98%12-mo yield$98 · $103 on $10k1.03%

Cards for this view

AVMC

Avantis U.S. Mid Cap Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureAVMCSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield0.98%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y13.9%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk	0.18%	0.98%	−0.1%	+13.0%	+15.9%	new	new	−7.9%	$559M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk	0.18%	0.98%	−0.1%	+13.0%	+15.9%	new	new	−7.9%	$559M

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