Compare · 3 funds side by side · dividends reinvested

CBSE, VOO and IVV

CBSEChangebridge×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CBSE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

Clough Select Equity ETFUnsorted0.85%0.34%+1.6%+1.4%+24.7%+6.9%−23.8%26.3%$44M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: CBSE 2020 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Clough Select Equity ETF · $44M$13,970

CBSE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

CBSEMeasureVOO

+1.6%Year to dateJan 1 → Nov 5+8.4%

+1.4%1 yearTotal return+9.8%

+24.7%3 years · per year$10,000 became $19,400 · $18,224+22.1%

+6.9%5 years · per year$10,000 became $13,970 · $17,156+11.4%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.34%Trailing 12-mo yield$34 · $110 a year on $10k1.10%

−23.8%Worst dropSmaller is better−8.9%

26.3%VolatilityLower is calmer13.5%

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

1–7VOO wins

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

More Ways to See the Pairs

CBSE vs VOO: Top 5 Holdings

Today

CBSE

16.4%in top 5

VOO

in top 528.3%

CBSEStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.7%SNnot top 5

3.5%ROLnot top 5

3.2%SXTnot top 5

not top 5GOOGL3.1%

3.0%CMGnot top 5

3.0%SCInot top 5

Held in common11.7%

End-of-day Nov 5, 2026 · share of each fund

CBSE vs VOO Returns, Every Period

ChangebridgeCBSE

+6.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

CBSEVOOFaded: behind in that period

1–3VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CBSE vs IVV

YTD

ChangebridgeCBSE

+1.6%

IVViShares

+8.4%

+1.6%Year to date+8.4%

−23.8%Worst drop · 1Y−8.9%

26.3%Volatility · 1Y13.6%

0.3%Yield1.1%

$44.2MAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBSE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CBSE0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CBSE, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

CBSE0.34%$34

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CBSE$34 − $85 = −$51

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CBSE, VOO, IVV

Today

93.5%most shared, VOO and IVV

CBSEVOOIVV

CBSE—11.7%11.6%

VOO11.7%—93.5%

IVV11.6%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CBSEWorst drop−23.8%26.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.03%

1–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026