AVSF vs NEAR

AAVSF

BNEAR

Measures won1–5NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,167NEAR · AVSF $11,111

Lowest cost0.15%AVSF · $15 on $10k

Most income4.51%NEAR · $451 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]AVSF and NEAR

AVSF

NEAR

Avantis Short-Term Fixed Income ETF · $638MiShares Short Duration Bond Active ETF · $5.2B

+5.0%3 years · per year$11,578 · $11,605+5.1%

+2.1%5 years · per year$11,111 · $12,167+4.0%

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

4.36%12-mo yield$436 · $451 on $10k4.51%

−1.6%Worst dropSmaller wins−1.1%

2.1%VolatilityLower wins1.4%

1–5NEAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSF · NEAR

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	4.36%	−0.1%	+1.3%	+2.1%	+5.0%	+2.1%	−1.6%	$638M

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

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	4.36%	−0.1%	+1.3%	+2.1%	+5.0%	+2.1%	−1.6%	$638M

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

Cards for this view

AVSF vs NEAR

AVSF

Avantis Short-Term Fixed Income

$11,111

NEAR

iShares Short Duration Bond Active

$12,167

MeasureAVSFNEAR

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield4.36%4.51%

5 years, per year+2.1%+4.0%

3 years, per year+5.0%+5.1%

Worst drop · 1Y−1.6%−1.1%

Volatility · 1Y2.1%1.4%

5–1measures won
NEAR first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVSF, NEAR

Today

[…]holdings […]

AVSFNEAR

AVSF—[…]

NEAR[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

AVSF$436 − $15 = $421

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee