AVTM vs SPY
Avantis Total Equity Markets ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. AVTM offers more diversification with 2312 holdings.
Side-by-Side Comparison
| Metric | AVTM | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 2,312 | 505 | |
| YTD Return | +12.63% | +13.75% | |
| 1Y Return | - | +22.91% | |
| 3Y Return (annualized) | - | +21.67% | |
| 5Y Return (annualized) | - | +13.32% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -9.2% | -56.5% | |
| Fund Family | Avantis Investors | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jan 29, 2026 | Jan 22, 1993 |
AVTM vs SPY Performance
Avantis Total Equity Markets ETF (AVTM) is a ETF from Avantis Investors and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, AVTM is up 12.63% versus a gain of 13.75% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.2% for AVTM and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AVTM charges 0.22% per year while SPY charges 0.09%. On a $10,000 position that is $22 vs $9 annually, a gap of $13 per year that compounds over a long holding period.
Holdings Overlap
AVTM and SPY share 474 holdings out of 2341 unique holdings combined, representing a 45.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVTM or SPY?
AVTM has an expense ratio of 0.22% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
What is the holdings overlap between AVTM and SPY?
AVTM and SPY share 474 common holdings with a 45.2% weight overlap. Combined, they hold 2341 unique securities.
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