Compare · 3 funds side by side · dividends reinvested

CDL, SPYM and IVV

CDLVictoryShares×SPYMSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

CDL, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$409M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CDL 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,213

CDL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

CDLMeasureSPYM

+19.1%Year to dateJan 1 → Nov 6+8.8%

+22.2%1 yearTotal return+9.8%

+18.8%3 years · per year$10,000 became $16,786 · $18,082+21.8%

+10.1%5 years · per year$10,000 became $16,213 · $17,192+11.4%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

3.23%Trailing 12-mo yield$323 · $105 a year on $10k1.05%

−7.9%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

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

5–3CDL wins

End-of-day Nov 6, 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

8.4%in top 5

SPYM

in top 527.8%

CDLStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%WECnot top 5

1.7%EDnot top 5

1.7%DUKnot top 5

1.7%EVRGnot top 5

1.6%LNTnot top 5

Held in common11.8%

End-of-day Nov 6, 2026 · share of each fund

CDL vs SPYM Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CDLSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CDL vs IVV

YTD

VictorySharesCDL

+19.1%

IVViShares

+8.7%

+19.1%Year to date+8.7%

−7.9%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

3.2%Yield1.1%

$409MAssets$853B

4–0CDL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CDL0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CDL, SPYM, IVV

3.23%highest, CDL

FundTrailing yieldYield$10k

CDL3.23%$323

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CDL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CDLSPYMIVV

CDL—11.8%11.8%

SPYM11.8%—99.9%

IVV11.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.2%CDL, at 11.1% volatility

CDLWorst drop−7.9%11.1% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CDLSPYM

+19.1%Year to date+8.8%

3.2%Yield1.1%

+22.2%Past year+9.8%

0.38%Fee0.02%

3–1CDL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026