Compare · 2 funds side by side · dividends reinvested

CBSE and SPY

CBSEChangebridge×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CBSE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Clough Select Equity ETFUnsorted0.85%0.32%+7.8%+5.6%+27.3%+8.6%−19.2%25.8%$44M1.9

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: CBSE 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Clough Select Equity ETF · $44M$15,089

CBSE

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

CBSEMeasureSPY

+7.8%Year to dateJan 1 → Nov 4+13.3%

+5.6%1 yearTotal return+13.4%

+27.3%3 years · per year$10,000 became $20,606 · $19,132+24.1%

+8.6%5 years · per year$10,000 became $15,089 · $18,060+12.6%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

0.32%Trailing 12-mo yield$32 · $99 a year on $10k0.99%

−19.2%Worst dropSmaller is better−8.9%

25.8%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

CBSE vs SPY: Top 5 Holdings

Today

CBSE

16.8%in top 5

SPY

in top 527.3%

CBSEStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.6%SNnot top 5

3.5%VGnot top 5

3.5%ROLnot top 5

3.3%LNGnot top 5

3.0%FNMAnot top 5

not top 5GOOGL2.5%

Held in common9.6%

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

CBSE vs SPY Returns, Every Period

ChangebridgeCBSE

+8.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

CBSESPYFaded: behind in that period

1–3SPY wins

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

Unsorted vs Core: CBSE vs SPY

YTD

ChangebridgeCBSE

+7.8%

SPYSPDR

+13.3%

+7.8%Year to date+13.3%

−19.2%Worst drop · 1Y−8.9%

25.8%Volatility · 1Y12.9%

0.3%Yield1.0%

$44.2MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: CBSE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CBSE0.85%$85

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

Yields: CBSE, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

CBSE0.32%$32

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CBSE$32 − $85 = −$53

KeptFee

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

Overlap: CBSE, SPY

Today

9.6%most shared, CBSE and SPY

CBSESPY

CBSE—9.6%

SPY9.6%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

CBSEWorst drop−19.2%25.8% vol

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

Paid More vs Made More

YTD

SPYCBSE

+13.3%Year to date+7.8%

1.0%Yield0.3%

+13.4%Past year+5.6%

0.09%Fee0.85%

4–0SPY 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%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026