Compare · 2 funds side by side · dividends reinvested

CDL and SPYM

CDLVictoryShares×SPYMSPDR×

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

02 / 04

CDL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$413M1.4

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%$185B1.6

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: CDL 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,692

CDL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

CDLMeasureSPYM

+22.2%Year to dateJan 1 → Nov 4+13.4%

+25.6%1 yearTotal return+13.5%

+20.3%3 years · per year$10,000 became $17,409 · $19,186+24.3%

+10.8%5 years · per year$10,000 became $16,692 · $18,126+12.6%

0.38%Expense ratio$38 · $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%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs SPYM: Top 5 Holdings

Today

CDL

8.2%in top 5

SPYM

in top 527.3%

CDLStockSPYM

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

CDL vs SPYM Returns, Every Period

VictorySharesCDL

+10.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CDLSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: CDL vs SPYM

YTD

VictorySharesCDL

+22.2%

SPYMSPDR

+13.4%

+22.2%Year to date+13.4%

−7.9%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y12.8%

3.0%Yield1.0%

$413MAssets$185B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CDL0.38%$38

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

Yields: CDL, SPYM

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

SPYM1.01%$101

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

SPYM$101 − $2 = $99

KeptFee

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

Overlap: CDL, SPYM

Today

11.5%most shared, CDL and SPYM

CDLSPYM

CDL—11.5%

SPYM11.5%—

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

Return vs Bumpiness: 2 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst 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

CDLSPYM

+22.2%Year to date+13.4%

3.0%Yield1.0%

+25.6%Past year+13.5%

0.38%Fee0.02%

3–1CDL 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026