AVTM vs SPYM

AAVTM

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common60.7%AVTM and SPYM

AVTM

SPYM

Avantis Total Equity Markets ETF 1 · $741MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.23%Expense ratio$23 · $2 on $10k · lower wins0.02%

0.57%12-mo yield$57 · $105 on $10k1.05%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVTM · SPYM

5.2%AAPL7.9%

5.0%NVDA6.9%

3.9%MSFT6.3%

2.5%AMZN4.0%

Held in common60.7%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.57%	+0.2%	new	new	new	new	[…]	$741M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.57%	+0.2%	new	new	new	new	[…]	$741M

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

AVTM vs SPYM

AVTM

Avantis Total Equity Markets ETF 1

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureAVTMSPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield0.57%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
SPYM first

60.7%

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$853B

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: AVTM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

AVTMSPYMIVV

AVTM—60.7%60.7%

SPYM60.7%—99.9%

IVV60.7%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

AVTM$57 − $23 = $34

KeptFee

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