AVSE vs IVV

AAVSE

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.05%AVSE · $305 on $10k

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

Held in common0.0%AVSE and IVV

AVSE

IVV

Avantis Responsible Emerging Markets Equity ETF · $222MiShares Core S&P 500 ETF · $850B

+20.7%3 years · per year$17,599 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

3.05%12-mo yield$305 · $114 on $10k1.14%

−17.8%Worst dropSmaller wins−8.9%

25.5%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSE · IVV

0.0%LULU0.0%

0.0%EG0.0%

Held in common0.0%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AAVSE	Avantis Responsible Emerging Markets Equity ETFRead Desk		0.33%	3.05%	+1.5%	+9.4%	+10.5%	+20.7%	new	−17.8%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AAVSE	Avantis Responsible Emerging Markets Equity ETFRead Desk		0.33%	3.05%	+1.5%	+9.4%	+10.5%	+20.7%	new	−17.8%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSE vs IVV

AVSE

Avantis Responsible Emerging Markets Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureAVSEIVV

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield3.05%1.14%

5 years, per year[…]+11.4%

3 years, per year+20.7%+21.8%

Worst drop · 1Y−17.8%−8.9%

Volatility · 1Y25.5%13.6%

4–1measures won
IVV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: AVSE, IVV

Today

0.0%most shared, AVSE and IVV

AVSEIVV

AVSE—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$272most kept, AVSE

AVSE$305 − $33 = $272

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee