Compare · 3 funds side by side · dividends reinvested

CEFA, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeCEFA · 2.72% · $272 a year on $10k

Story of the three · RiskSmallest drop

CEFA, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.9

Global X - S&P Catholic Values Developed ex-U.S. ETFInternational · Developed0.35%2.72%+9.0%+12.2%+16.5%+6.9%−11.5%16.9%$70M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: CEFA 2020 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - S&P Catholic Values Developed ex-U.S. ETF · $70M$13,987

CEFA

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CEFA

More Ways to See the Pairs

CEFA vs SPY: Top 5 Holdings

Today

CEFA

10.2%in top 5

SPY

in top 527.3%

CEFAStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.2%ASML.ASnot top 5

Cost, Income and Risk

Fees: CEFA, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CEFA0.35%$35

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

Yields: CEFA, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPY

+9.0%Year to dateJan 1 → Nov 10+10.8%

+12.2%1 yearTotal return+13.0%

+16.5%3 years · per year$10,000 became $15,802 · $17,888+21.4%

+6.9%5 years · per year$10,000 became $13,987 · $17,358+11.7%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

2.72%Trailing 12-mo yield$272 · $101 a year on $10k1.01%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.8%

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

1–7SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

1.8%CSL.AXnot top 5

1.7%EL.PAnot top 5

1.7%SIE.DEnot top 5

1.7%HSBA.Lnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CEFA vs SPY Returns, Every Period

5Y

Global XCEFA

+6.9%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

CEFASPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Core: CEFA vs IVV

YTD

Global XCEFA

+9.0%

IVViShares

+10.9%

+9.0%Year to date+10.9%

−11.5%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y13.8%

2.7%Yield1.1%

$69.5MAssets$875B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.72%highest, CEFA

FundTrailing yieldYield$10k

CEFA2.72%$272

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, CEFA

CEFA$272 − $35 = $237

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CEFA, SPY, IVV

Today

99.9%most shared, SPY and IVV

CEFASPYIVV

CEFA—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

CEFAWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CEFAIVV

+9.0%Year to date+10.9%

2.7%Yield1.1%

+12.2%Past year+13.0%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CEFA, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three