AVSE vs SPY

AAVSE

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income2.99%AVSE · $299 on $10k

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

Held in common0.0%AVSE and SPY

AVSE

SPY

Avantis Responsible Emerging Markets Equity ETF · $214MState Street SPDR S&P 500 ETF · $778B

+20.1%3 years · per year$17,313 · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

2.99%12-mo yield$299 · $101 on $10k1.01%

−17.8%Worst dropSmaller wins−8.9%

25.6%VolatilityLower wins13.8%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSE · SPY

0.0%LULU0.0%

0.0%EG0.0%

Held in common0.0%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AAVSE	Avantis Responsible Emerging Markets Equity ETFRead Desk	0.33%	2.99%	−0.6%	+11.7%	+14.3%	+20.1%	new	−17.8%	$214M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AAVSE	Avantis Responsible Emerging Markets Equity ETFRead Desk	0.33%	2.99%	−0.6%	+11.7%	+14.3%	+20.1%	new	−17.8%	$214M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSE vs SPY

AVSE

Avantis Responsible Emerging Markets Equity

[…]

SPY

SPDR S&P 500

$17,358

MeasureAVSESPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield2.99%1.01%

5 years, per year[…]+11.7%

3 years, per year+20.1%+21.4%

Worst drop · 1Y−17.8%−8.9%

Volatility · 1Y25.6%13.8%

4–1measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: AVSE, SPY, IVV

Today

99.9%most shared, SPY and IVV

AVSESPYIVV

AVSE—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, AVSE

AVSE$299 − $33 = $266

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee