Compare · 3 funds side by side · dividends reinvested

CBLS, VOO and IVV

CBLSChangebridge×VOOVanguard×IVViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

CBLS, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T1.8

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.85%+5.1%+4.8%+15.5%+1.8%−21.2%20.2%$32M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CBLS 2020 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $32M$10,959

CBLS

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

CBLSMeasure

More Ways to See the Pairs

CBLS vs IVV: Top 5 Holdings

Today

CBLS

14.2%in top 5

IVV

in top 526.8%

CBLSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

2.9%FRVOnot top 5

Cost, Income and Risk

Fees: CBLS, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CBLS1.89%$189

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CBLS, VOO, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IVV

+5.1%Year to dateJan 1 → Nov 12+12.0%

+4.8%1 yearTotal return+12.2%

+15.5%3 years · per year$10,000 became $15,402 · $18,019+21.7%

+1.8%5 years · per year$10,000 became $10,959 · $17,398+11.7%

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

0.85%Trailing 12-mo yield$85 · $110 a year on $10k1.10%

−21.2%Worst dropSmaller is better−8.9%

20.2%VolatilityLower is calmer13.7%

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

0–8IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%CMGnot top 5

2.8%STXnot top 5

2.8%SCInot top 5

2.8%AVGOnot top 5

not top 5GOOGL2.6%

Held in common15.0%

End-of-day Nov 12, 2026 · share of each fund

CBLS vs IVV Returns, Every Period

5Y

ChangebridgeCBLS

+1.8%

5 years, per year

IVViShares

+11.7%

5 years, per year

CBLSIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: CBLS vs IVV

YTD

ChangebridgeCBLS

+5.1%

IVViShares

+12.0%

+5.1%Year to date+12.0%

−21.2%Worst drop · 1Y−8.9%

20.2%Volatility · 1Y13.7%

0.9%Yield1.1%

$32.4MAssets$883B

4–0IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

VOO1.07%$107

CBLS0.85%$85

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$107 − $3 = $104

CBLS$85 − $189 = −$104

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CBLS, VOO, IVV

Today

93.3%most shared, VOO and IVV

CBLSVOOIVV

CBLS—15.1%15.0%

VOO15.1%—93.3%

IVV15.0%93.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CBLSWorst drop−21.2%20.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+12.0%Year to date+11.9%

1.1%Yield1.1%

+12.2%Past year+12.1%

0.03%Fee0.03%

2–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CBLS, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three