AVSC vs SPY

AAVSC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%SPY · $100 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common0.0%AVSC and SPY

Avantis U.S. Small Cap Equity ETF · $3.2BState Street SPDR S&P 500 ETF · $793B

+19.4%3 years · per year$17,035 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

0.97%12-mo yield$97 · $100 on $10k1.00%

Cards for this view

AVSC

Avantis U.S. Small Cap Equity

[…]

SPY

SPDR S&P 500

$17,481

MeasureAVSCSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield0.97%1.00%

5 years, per year[…]+11.8%

3 years, per year+19.4%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y16.2%13.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+0.6%	+23.6%	+27.6%	+19.4%	new	−8.1%	$3.2B

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+0.6%	+23.6%	+27.6%	+19.4%	new	−8.1%	$3.2B

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