AVUV vs SPY

AAVUV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · AVUV $16,573

Lowest cost0.09%SPY · $9 on $10k

Most income1.27%AVUV · $127 on $10k

Smallest drop−8.2%AVUV · worst fall in 1Y

Held in common0.0%AVUV and SPY

AVUV

SPY

Avantis U.S. Small Cap Value ETF · $32.9BState Street SPDR S&P 500 ETF · $819B

+18.9%3 years · per year$16,822 · $18,039+21.7%

+10.6%5 years · per year$16,573 · $17,118+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.27%12-mo yield$127 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVUV · SPY

0.2%MOS0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.27%	−0.7%	+18.5%	+24.0%	+18.9%	+10.6%	−8.2%	$32.9B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.27%	−0.7%	+18.5%	+24.0%	+18.9%	+10.6%	−8.2%	$32.9B

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

AVUV vs SPY

AVUV

Avantis U.S. Small Cap Value

$16,573

SPY

SPDR S&P 500

$17,118

MeasureAVUVSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.27%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+18.9%+21.7%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y15.1%13.6%

4–2measures won
SPY first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVUV, SPY

Today

0.0%most shared, AVUV and SPY

AVUVSPY

AVUV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$102most kept, AVUV

AVUV$127 − $25 = $102

SPY$103 − $9 = $94

KeptFee

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