Compare · 2 funds side by side · dividends reinvested

CBLS and VOO

CBLSChangebridge×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

CBLS and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.88%+2.3%−0.1%+15.1%+2.2%−17.9%19.4%$50M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CBLS 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $50M$11,127

CBLS

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

CBLSMeasureVOO

+2.3%Year to dateJan 1 → Nov 4+13.4%

−0.1%1 yearTotal return+13.5%

+15.1%3 years · per year$10,000 became $15,244 · $19,172+24.2%

+2.2%5 years · per year$10,000 became $11,127 · $18,115+12.6%

1.89%Expense ratio$189 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $105 a year on $10k1.05%

−17.9%Worst dropSmaller is better−8.9%

19.4%VolatilityLower is calmer12.8%

CBLSVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBLS vs VOO: Top 5 Holdings

Today

CBLS

16.5%in top 5

VOO

in top 528.3%

CBLSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.4%VGnot top 5

3.4%ROLnot top 5

3.4%SNnot top 5

3.2%LNGnot top 5

not top 5GOOGL3.1%

3.1%UNHnot top 5

Held in common10.0%

End-of-day Nov 4, 2026 · share of each fund

CBLS vs VOO Returns, Every Period

ChangebridgeCBLS

+2.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

CBLSVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: CBLS vs VOO

YTD

ChangebridgeCBLS

+2.3%

VOOVanguard

+13.4%

+2.3%Year to date+13.4%

−17.9%Worst drop · 1Y−8.9%

19.4%Volatility · 1Y12.8%

0.9%Yield1.1%

$50.0MAssets$1.00T

4–0VOO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CBLS1.89%$189

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CBLS, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

CBLS0.88%$88

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

CBLS$88 − $189 = −$101

KeptFee

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

Overlap: CBLS, VOO

Today

10.0%most shared, CBLS and VOO

CBLSVOO

CBLS—10.0%

VOO10.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

CBLSWorst drop−17.9%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOCBLS

+13.4%Year to date+2.3%

1.1%Yield0.9%

+13.5%Past year−0.1%

0.03%Fee1.89%

4–0VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026