AVUS vs SPY
5Y+21.7%3 years · per year$18,045 · $18,039+21.7%
+11.2%5 years · per year$16,989 · $17,118+11.3%
0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%
0.96%12-mo yield$96 · $103 on $10k1.03%
−7.8%Worst dropSmaller wins−8.9%
13.2%VolatilityLower wins13.6%
2–3SPY wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsAVUS · SPY
6.1%AAPL7.9%
5.0%MSFT6.3%
4.8%NVDA6.9%
3.6%AMZN4.0%
Held in common69.6%
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