Compare · 3 funds side by side · dividends reinvested

CDL, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

CDL, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+20.0%+22.5%+19.9%+10.1%−7.9%10.9%$413M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: CDL 2015 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,142

CDL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

CDLMeasureSPYM

+20.0%Year to dateJan 1 → Nov 3+11.5%

+22.5%1 yearTotal return+11.9%

+19.9%3 years · per year$10,000 became $17,255 · $19,092+24.1%

+10.1%5 years · per year$10,000 became $16,142 · $17,749+12.2%

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

3.05%Trailing 12-mo yield$305 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer12.7%

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

5–3CDL wins

End-of-day Nov 3, 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 527.4%

CDLStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

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 common11.3%

End-of-day Nov 3, 2026 · share of each fund

CDL vs SPYM Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

CDLSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CDL vs SPYM

YTD

VictorySharesCDL

+20.0%

SPYMSPDR

+11.5%

+20.0%Year to date+11.5%

−7.9%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y12.7%

3.1%Yield1.0%

$413MAssets$185B

4–0CDL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CDL0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDL, SPYM, SPY

3.05%highest, CDL

FundTrailing yieldYield$10k

CDL3.05%$305

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CDLSPYMSPY

CDL—11.3%11.3%

SPYM11.3%—99.9%

SPY11.3%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.5%CDL, at 10.9% volatility

CDLWorst drop−7.9%10.9% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CDLSPYM

+20.0%Year to date+11.5%

3.1%Yield1.0%

+22.5%Past year+11.9%

0.38%Fee0.02%

3–1CDL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026