Compare · 3 funds side by side · dividends reinvested

CEFA, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CEFA, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Global X - S&P Catholic Values Developed ex-U.S. ETFInternational · Developed0.35%2.78%+6.7%+9.8%+17.0%+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 6, 2026 · returns include dividends · since: CEFA 2020 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71M$13,699

CEFA

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

CEFAMeasureVOO

+6.7%Year to dateJan 1 → Nov 6+8.7%

+9.8%1 yearTotal return+9.8%

+17.0%3 years · per year$10,000 became $16,016 · $18,079+21.8%

+6.5%5 years · per year$10,000 became $13,699 · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

2.78%Trailing 12-mo yield$278 · $110 a year on $10k1.10%

−11.5%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.5%

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

1–6VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CEFA vs VOO: Top 5 Holdings

Today

CEFA

9.9%in top 5

VOO

in top 528.3%

CEFAStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

3.0%ASML.ASnot top 5

1.8%CSL.AXnot top 5

1.7%EL.PAnot top 5

1.7%SIE.DEnot top 5

1.6%HSBA.Lnot top 5

Held in common0.0%

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

CEFA vs VOO Returns, Every Period

Global XCEFA

+6.5%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

CEFAVOOFaded: behind in that period

0–3VOO wins

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

International vs Core: CEFA vs IVV

YTD

Global XCEFA

+6.7%

IVViShares

+8.7%

+6.7%Year to date+8.7%

−11.5%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.6%

2.8%Yield1.1%

$71.4MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: CEFA, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CEFA0.35%$35

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

Yields: CEFA, VOO, IVV

2.78%highest, CEFA

FundTrailing yieldYield$10k

CEFA2.78%$278

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$243most kept, CEFA

CEFA$278 − $35 = $243

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: CEFA, VOO, IVV

Today

92.2%most shared, VOO and IVV

CEFAVOOIVV

CEFA—0.0%0.0%

VOO0.0%—92.2%

IVV0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%CEFA, at 16.6% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CEFAWorst drop−11.5%16.6% vol

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

Paid More vs Made More

YTD

CEFAIVV

+6.7%Year to date+8.7%

2.8%Yield1.1%

+9.8%Past year+9.8%

0.35%Fee0.03%

2–1IVV 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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026