Compare · 3 funds side by side · dividends reinvested

CBSE, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

CBSE, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

Clough Select Equity ETFUnsorted0.85%0.32%+7.5%+8.4%+26.0%+7.7%−23.8%26.6%$42M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: CBSE 2020 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Clough Select Equity ETF · $42M$14,506

CBSE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

CBSEMeasureSPYM

+7.5%Year to dateJan 1 → Nov 9+11.3%

+8.4%1 yearTotal return+13.6%

+26.0%3 years · per year$10,000 became $20,009 · $18,161+22.0%

+7.7%5 years · per year$10,000 became $14,506 · $17,553+11.9%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

0.32%Trailing 12-mo yield$32 · $103 a year on $10k1.03%

−23.8%Worst dropSmaller is better−8.9%

26.6%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBSE vs SPYM: Top 5 Holdings

Today

CBSE

16.6%in top 5

SPYM

in top 527.8%

CBSEStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.9%SNnot top 5

3.6%ROLnot top 5

3.1%SXTnot top 5

3.0%CMGnot top 5

3.0%PHMnot top 5

not top 5GOOGL2.6%

Held in common14.7%

End-of-day Nov 9, 2026 · share of each fund

CBSE vs SPYM Returns, Every Period

ChangebridgeCBSE

+7.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

CBSESPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CBSE vs VOO

YTD

ChangebridgeCBSE

+7.5%

VOOVanguard

+11.3%

+7.5%Year to date+11.3%

−23.8%Worst drop · 1Y−8.9%

26.6%Volatility · 1Y13.7%

0.3%Yield1.1%

$42.3MAssets$1.00T

4–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBSE, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CBSE0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CBSE, SPYM, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPYM1.03%$103

CBSE0.32%$32

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

CBSE$32 − $85 = −$53

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CBSE, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

CBSESPYMVOO

CBSE—14.7%15.0%

SPYM14.7%—92.7%

VOO15.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

CBSEWorst drop−23.8%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026