AVRE vs SPY

AAVRE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · AVRE $10,384

Lowest cost0.09%SPY · $9 on $10k

Most income2.93%AVRE · $293 on $10k

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

Held in common1.6%AVRE and SPY

AVRE

SPY

Avantis Real Estate ETF · $892MState Street SPDR S&P 500 ETF · $805B

+13.0%3 years · per year$14,438 · $18,174+22.0%

+0.8%5 years · per year$10,384 · $17,099+11.3%

0.17%Expense ratio$17 · $9 on $10k · lower wins0.09%

2.93%12-mo yield$293 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVRE · SPY

7.9%WELL0.3%

6.2%PLD0.2%

5.7%EQIX0.2%

4.5%AMT0.1%

Held in common1.6%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

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

AVRE vs SPY

AVRE

Avantis Real Estate

$10,384

SPY

SPDR S&P 500

$17,099

MeasureAVRESPY

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield2.93%1.03%

5 years, per year+0.8%+11.3%

3 years, per year+13.0%+22.0%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y12.7%13.6%

4–2measures won
SPY first

1.6%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVRE, SPY

Today

1.6%most shared, AVRE and SPY

AVRESPY

AVRE—1.6%

SPY1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$276most kept, AVRE

AVRE$293 − $17 = $276

SPY$103 − $9 = $94

KeptFee

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