AVMV vs SPY

AAVMV

BSPY

Measures won2–1AVMV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.12%AVMV · $112 on $10k

Smallest drop−8.9%AVMV · worst fall in 1Y

Held in common4.3%AVMV and SPY

AVMV

SPY

Avantis U.S. Mid Cap Value ETF · $808MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.12%12-mo yield$112 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–1AVMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMV · SPY

1.0%TGT0.1%

0.8%KMB0.1%

0.4%GWW0.1%

1.2%FAST0.1%

Held in common4.3%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.12%	−0.6%	+11.3%	+16.7%	new	new	−8.9%	$808M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.12%	−0.6%	+11.3%	+16.7%	new	new	−8.9%	$808M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMV vs SPY

AVMV

Avantis U.S. Mid Cap Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureAVMVSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.12%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.0%13.6%

2–1measures won
AVMV first

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AVMV, SPY

Today

4.3%most shared, AVMV and SPY

AVMVSPY

AVMV—4.3%

SPY4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AVMV$112 − $20 = $92

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee