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AVTM vs SPY

Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AVTM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVTM
$779M
Winner
SPY
$781B
Expense Ratio
AVTM
0.22%
Winner
SPY
0.09%
Max Drawdown
Winner
AVTM
9.29%
SPY
56.47%
Sharpe Ratio
AVTM
1.00
Winner
SPY
1.25
5Y Beta
AVTM
1.06
Winner
SPY
1.00
P/E Ratio
Winner
AVTM
26.59
SPY
28.78
Forward P/E
Winner
AVTM
19.67
SPY
21.23
5Y Dividends CAGR
AVTM
N/A
SPY
6.00%
5Y EPS CAGR
AVTM
24.95%
Winner
SPY
25.62%
Debt to Equity
AVTM
N/A
SPY
31.92%
P/S Ratio
Winner
AVTM
3.12
SPY
3.76
P/B Ratio
Winner
AVTM
4.78
SPY
5.64

AVTM vs SPY - Holdings Comparison

AVTM and SPY have 405 common holdings. Overlap is 53.27%

AVTM's top 25 holdings weight is 54.19%. SPY's top 25 holdings weight is 51.74%.

RankAVTMSPY
#1
AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 8.60%
NVIDIA CORP (NVDA) - 7.89%
#2
NVIDIA CORP (NVDA) - 5.41%
APPLE INC (AAPL) - 7.37%
#3
AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.20%
MICROSOFT CORP (MSFT) - 4.50%
#4
APPLE INC (AAPL) - 3.96%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALPHABET INC CLASS C (GOOG) - 3.66%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
AVANTIS U.S. QUALITY ETF (AVUQ) - 3.17%
BROADCOM INC (AVGO) - 2.86%
#7
JPMORGAN CHASE & CO (JPM) - 2.74%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
MICROSOFT CORP (MSFT) - 2.24%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
META PLATFORMS INC CLASS A (META) - 2.00%
TESLA INC (TSLA) - 1.70%
#10
THE GOLDMAN SACHS GROUP INC (GS) - 1.72%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ELI LILLY AND CO (LLY) - 1.72%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
AMAZON.COM INC (AMZN) - 1.54%
ELI LILLY AND CO (LLY) - 1.40%
#13
MICRON TECHNOLOGY INC (MU) - 1.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
APPLIED MATERIALS INC (AMAT) - 1.29%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.24%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TWILIO INC CLASS A (TWLO) - 1.07%
VISA INC CLASS A (V) - 0.90%
#18
ALPHABET INC CLASS A (GOOGL) - 1.07%
WALMART INC (WMT) - 0.76%
#19
BROADCOM INC (AVGO) - 0.97%
INTEL CORP (INTC) - 0.75%
#20
MARVELL TECHNOLOGY INC (MRVL) - 0.96%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
VISA INC CLASS A (V) - 0.94%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ARISTA NETWORKS INC (ANET) - 0.77%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CISCO SYSTEMS INC (CSCO) - 0.73%
ABBVIE INC (ABBV) - 0.66%
#24
JABIL INC (JBL) - 0.72%
CATERPILLAR INC (CAT) - 0.65%
#25
O'REILLY AUTOMOTIVE INC (ORLY) - 0.71%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings1394505

AVTM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AVTM
-0.25%
Winner
SPY
+0.52%
3M
Winner
AVTM
+6.66%
SPY
+6.55%
6M
AVTM
+8.75%
Winner
SPY
+9.76%
1Y
AVTM
N/A
SPY
+20.32%
5Y(CAGR)
AVTM
N/A
SPY
+13.01%
10Y(CAGR)
AVTM
N/A
SPY
+15.06%
Max(CAGR)
Winner
AVTM
+19.89%
SPY
+8.50%

AVTM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVTMSPY
2026+8.75%+10.11%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AVTM vs SPY Drawdown Comparison

The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AVTM drawdown is -1.12%. The current SPY drawdown is -1.24%.

RankAVTMSPY
#1-9.21%
Feb 9, 2026 - Apr 15, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.04%
Jun 4, 2026 - Jun 10, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.21%
Feb 2, 2026 - Feb 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.09%
May 14, 2026 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.01%
Apr 27, 2026 - Apr 30, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.70%
May 1, 2026 - May 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.69%
Apr 20, 2026 - Apr 22, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.68%
May 6, 2026 - May 8, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.65%
Jun 2, 2026 - Jun 4, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.51%
Apr 22, 2026 - Apr 24, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.35%
May 11, 2026 - May 13, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.20%
May 26, 2026 - May 28, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AVTM and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

AVTM vs SPY dividend yield comparison.

YearAVTMSPY
20260.28%0.49%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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