AVRY vs ONEO5YAVRYAVRYAvsBONEOONEOAvory Foundational ETF · $72MState Street SPDR Russell 1000 Momentum Focus ETF · $30MReturns · dividends in[…]3 years · per year[…] · $17,174+19.8%[…]5 years · per year[…] · $15,897+9.7%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, IWFToday14.0%most shared, ONEO and IWFAVRYONEOIWFAVRY—2.2%5.4%ONEO2.2%—14.0%IWF5.4%14.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
AVRY vs ONEO5YAAVRYAvory Foundational[…]vsONEOBSPDR Russell 1000 Momentum Focus$15,897MeasureAVRYONEOFee0.89%0.20%Cost on $10k a year$89$20Yield0.00%1.22%5 years, per year[…]+9.7%3 years, per year[…]+19.8%Worst drop · 1Y[…]−7.4%Volatility · 1Y[…]13.3%
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%0.0%+20.8%+23.2%+19.8%+9.7%−7.4%$30M2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3AAVRYAvory Foundational ETFReadDesk0.89%0.00%−1.3%newnewnewnew[…]$72MEnd-of-day Nov 10, 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%0.0%+20.8%+23.2%+19.8%+9.7%−7.4%$30M2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3AAVRYAvory Foundational ETFReadDesk0.89%0.00%−1.3%newnewnewnew[…]$72MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: AVRY, ONEO, IWFToday14.0%most shared, ONEO and IWFAVRYONEOIWFAVRY—2.2%5.4%ONEO2.2%—14.0%IWF5.4%14.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$102most kept, ONEOONEO$122 − $20 = $102IWF$38 − $18 = $20AVRY$0 − $89 = −$89KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee