AVUS vs IVV

AAVUS

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common69.7%AVUS and IVV

AVUS

IVV

Avantis U.S. Equity ETF · $14.7BiShares Core S&P 500 ETF · $887B

+22.0%3 years · per year$18,169 · $18,221+22.1%

+11.2%5 years · per year$16,973 · $17,151+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $114 on $10k1.14%

−7.8%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · IVV

5.9%AAPL7.7%

5.1%NVDA7.3%

4.9%MSFT6.2%

3.6%AMZN3.9%

Held in common69.7%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.7B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.7B

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

AVUS vs IVV

AVUS

Avantis U.S. Equity

$16,973

IVV

iShares Core S&P 500

$17,152

MeasureAVUSIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.96%1.14%

5 years, per year+11.2%+11.4%

3 years, per year+22.0%+22.1%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y13.2%13.6%

4–2measures won
IVV first

69.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVUS, IVV, VOO

Today

93.5%most shared, IVV and VOO

AVUSIVVVOO

AVUS—69.7%69.3%

IVV69.7%—93.5%

VOO69.3%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

AVUS$96 − $15 = $81

KeptFee

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