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, VTVToday29.6%most shared, ONEO and VTVAVRYONEOVTVAVRY—2.2%3.7%ONEO2.2%—29.6%VTV3.7%29.6%—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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2BONEOState Street SPDR Russell 1000 Momentum Focus ETFReadDesk0.20%1.22%0.0%+20.8%+23.2%+19.8%+9.7%−7.4%$30M3AAVRYAvory 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2BONEOState Street SPDR Russell 1000 Momentum Focus ETFReadDesk0.20%1.22%0.0%+20.8%+23.2%+19.8%+9.7%−7.4%$30M3AAVRYAvory 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
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-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, VTVToday29.6%most shared, ONEO and VTVAVRYONEOVTVAVRY—2.2%3.7%ONEO2.2%—29.6%VTV3.7%29.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$180most kept, VTVVTV$183 − $3 = $180ONEO$122 − $20 = $102AVRY$0 − $89 = −$89KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee