Compare · 2 funds side by side · dividends reinvested

CDC and SPYM

CDCVictoryShares×SPYMSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

CDC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.00%+22.4%+25.7%+16.5%+7.1%−7.9%11.0%$744M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

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: CDC 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$14,118

CDC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

CDCMeasureSPYM

+22.4%Year to dateJan 1 → Nov 4+13.4%

+25.7%1 yearTotal return+13.5%

+16.5%3 years · per year$10,000 became $15,832 · $19,186+24.3%

+7.1%5 years · per year$10,000 became $14,118 · $18,126+12.6%

0.37%Expense ratio$37 · $2 a year on $10k · lower is better0.02%

3.00%Trailing 12-mo yield$300 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer12.8%

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

5–3CDC wins

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

More Ways to See the Pairs

CDC vs SPYM: Top 5 Holdings

Today

CDC

8.2%in top 5

SPYM

in top 527.3%

CDCStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common11.5%

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

CDC vs SPYM Returns, Every Period

VictorySharesCDC

+7.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CDCSPYMFaded: behind in that period

2–2Level

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

Income vs Core: CDC vs SPYM

YTD

VictorySharesCDC

+22.4%

SPYMSPDR

+13.4%

+22.4%Year to date+13.4%

−7.9%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y12.8%

3.0%Yield1.0%

$744MAssets$182B

4–0CDC wins

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

Cost, Income and Risk

Fees: CDC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CDC0.37%$37

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

Yields: CDC, SPYM

3.00%highest, CDC

FundTrailing yieldYield$10k

CDC3.00%$300

SPYM1.01%$101

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

Income After Fees on $10,000

$263most kept, CDC

CDC$300 − $37 = $263

SPYM$101 − $2 = $99

KeptFee

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

Overlap: CDC, SPYM

Today

11.5%most shared, CDC and SPYM

CDCSPYM

CDC—11.5%

SPYM11.5%—

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

Return vs Bumpiness: 2 ETFs

+25.7%CDC, at 11.0% volatility

CDCWorst drop−7.9%11.0% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

CDCSPYM

+22.4%Year to date+13.4%

3.0%Yield1.0%

+25.7%Past year+13.5%

0.37%Fee0.02%

3–1CDC 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