Compare · 3 funds side by side · dividends reinvested

CEFA, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

CEFA, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

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%$805B2.1

Global X - S&P Catholic Values Developed ex-U.S. ETFInternational · Developed0.35%2.76%+7.4%+11.2%+17.7%+6.5%−11.5%16.6%$71M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CEFA 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71M$13,672

CEFA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CEFAMeasureSPYM

+7.4%Year to dateJan 1 → Nov 5+8.4%

+11.2%1 yearTotal return+9.8%

+17.7%3 years · per year$10,000 became $16,296 · $18,222+22.1%

+6.5%5 years · per year$10,000 became $13,672 · $17,164+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

2.76%Trailing 12-mo yield$276 · $106 a year on $10k1.06%

−11.5%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

CEFA vs SPYM: Top 5 Holdings

Today

CEFA

10.1%in top 5

SPYM

in top 527.7%

CEFAStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.2%ASML.ASnot top 5

not top 5GOOGL2.6%

1.8%CSL.AXnot top 5

1.7%SIE.DEnot top 5

1.7%EL.PAnot top 5

1.6%HSBA.Lnot top 5

Held in common0.0%

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

CEFA vs SPYM Returns, Every Period

Global XCEFA

+6.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CEFASPYMFaded: behind in that period

1–3SPYM wins

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

International vs Core: CEFA vs SPYM

YTD

Global XCEFA

+7.4%

SPYMSPDR

+8.4%

+7.4%Year to date+8.4%

−11.5%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.6%

2.8%Yield1.1%

$70.7MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: CEFA, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CEFA0.35%$35

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

Yields: CEFA, SPYM, SPY

2.76%highest, CEFA

FundTrailing yieldYield$10k

CEFA2.76%$276

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$241most kept, CEFA

CEFA$276 − $35 = $241

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: CEFA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CEFASPYMSPY

CEFA—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.2%CEFA, at 16.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

CEFAWorst drop−11.5%16.6% vol

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

Paid More vs Made More

YTD

CEFASPYM

+7.4%Year to date+8.4%

2.8%Yield1.1%

+11.2%Past year+9.8%

0.35%Fee0.02%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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