Compare · 2 funds side by side · dividends reinvested

CDPI and SPY

CDPIColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 03

CDPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

Columbia High Dividend Premium Income ETFIncome · Covered calls0.45%2.04%[…][…][…][…][…][…]$6M1.5

Rank among the two1st → 2ndFee, 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: CDPI 2026 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia High Dividend Premium Income ETF · $6M[…]

CDPI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

CDPIMeasureSPY

[…]Year to dateJan 1 → Nov 5+8.3%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

2.04%Trailing 12-mo yield$204 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

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

More Ways to See the Pairs

CDPI vs SPY: Top 5 Holdings

Today

CDPI

12.3%in top 5

SPY

in top 527.7%

CDPIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.0%XOMnot top 5

2.7%JPMnot top 5

not top 5GOOGL2.6%

2.5%JNJnot top 5

2.2%CSCOnot top 5

2.0%PMnot top 5

Held in common19.0%

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

CDPI vs SPY Returns, Every Period

Columbia ThreadneedleCDPI

[…]

past year

SPYSPDR

+9.7%

past year

Returns […]

CDPISPYFaded: behind in that period

0–0Level

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

Income vs Core: CDPI vs SPY

YTD

Columbia ThreadneedleCDPI

[…]

SPYSPDR

+8.3%

[…]Year to date+8.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

2.0%Yield1.0%

$6.0MAssets$805B

1–0CDPI wins

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

Cost, Income and Risk

Fees: CDPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CDPI0.45%$45

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

Yields: CDPI, SPY

2.04%highest, CDPI

FundTrailing yieldYield$10k

CDPI2.04%$204

SPY1.03%$103

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

Income After Fees on $10,000

$159most kept, CDPI

CDPI$204 − $45 = $159

SPY$103 − $9 = $94

KeptFee

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

Overlap: CDPI, SPY

Today

19.0%most shared, CDPI and SPY

CDPISPY

CDPI—19.0%

SPY19.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

CDPIWorst drop[…][…]

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

Paid More vs Made More

YTD

CDPISPY

[…]Year to date+8.3%

2.0%Yield1.0%

[…]Past year+9.7%

0.45%Fee0.09%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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