AVUS vs SPYM

AAVUS

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · AVUS $17,912

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common69.5%AVUS and SPYM

AVUS

SPYM

Avantis U.S. Equity ETF · $14.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+24.0%3 years · per year$19,063 · $19,186+24.3%

+12.4%5 years · per year$17,912 · $18,126+12.6%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

0.93%12-mo yield$93 · $101 on $10k1.01%

−7.8%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVUS · SPYM

5.7%AAPL7.4%

5.3%NVDA7.7%

4.7%MSFT5.9%

3.4%AMZN3.8%

Held in common69.5%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVUS vs SPYM

AVUS

Avantis U.S. Equity

$17,912

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureAVUSSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield0.93%1.01%

5 years, per year+12.4%+12.6%

3 years, per year+24.0%+24.3%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.5%12.8%

4–2measures won
SPYM first

69.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AVUS, SPYM

Today

69.5%most shared, AVUS and SPYM

AVUSSPYM

AVUS—69.5%

SPYM69.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

AVUS$93 − $15 = $78

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee