AVRY vs ONEO5YAVRYAVRYAvsBONEOONEOAvory Foundational ETF · $72MState Street SPDR Russell 1000 Momentum Focus ETF · $31MReturns · dividends in[…]3 years · per year[…] · $17,304+20.1%[…]5 years · per year[…] · $15,794+9.6%Cost and income0.89%Expense ratio$89 · $20 on $10k · lower wins0.20%0.00%12-mo yield$0 · $122 on $10k1.22%Risk · 1 year
Overlap: AVRY, ONEO, IJHToday27.6%most shared, ONEO and IJHAVRYONEOIJHAVRY—2.3%0.3%ONEO2.3%—27.6%IJH0.3%27.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
AVRY vs ONEO5YAAVRYAvory Foundational[…]vsONEOBSPDR Russell 1000 Momentum Focus$15,794MeasureAVRYONEOFee0.89%0.20%Cost on $10k a year$89$20Yield0.00%1.22%5 years, per year[…]+9.6%3 years, per year[…]+20.1%Worst drop · 1Y[…]−7.4%Volatility · 1Y[…]13.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BONEOState Street SPDR Russell 1000 Momentum Focus ETFReadDesk0.20%1.22%−0.9%+20.9%+22.2%+20.1%+9.6%−7.4%$31M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5B3AAVRYAvory Foundational ETFReadDesk0.89%0.00%−1.0%newnewnewnew[…]$72MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BONEOState Street SPDR Russell 1000 Momentum Focus ETFReadDesk0.20%1.22%−0.9%+20.9%+22.2%+20.1%+9.6%−7.4%$31M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5B3AAVRYAvory Foundational ETFReadDesk0.89%0.00%−1.0%newnewnewnew[…]$72MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: AVRY, ONEO, IJHToday27.6%most shared, ONEO and IJHAVRYONEOIJHAVRY—2.3%0.3%ONEO2.3%—27.6%IJH0.3%27.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117ONEO$122 − $20 = $102AVRY$0 − $89 = −$89KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee