Compare · 3 funds side by side · dividends reinvested

CEFD, IVV and VTI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeCEFD · 16.66% · $1,666 a year on $10k

Story of the three · RiskSmallest drop

CEFD, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+11.8%+21.3%+10.4%−8.9%13.9%$689B1.8

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNUnsorted0.95%16.66%−0.2%−0.2%+14.7%+0.9%−12.5%15.7%$7M2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: CEFD 2020 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7M$10,457

CEFD

IVV

iShares Core S&P 500 ETF · $879B$17,265

$10,000 five years ago, dividends reinvested

CEFDMeasure

More Ways to See the Pairs

CEFD vs IVV: Top 5 Holdings

Today

CEFD

[…]in top 5

IVV

in top 526.8%

CEFDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: CEFD, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CEFD0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CEFD, IVV, VTI

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

−0.2%Year to dateJan 1 → Nov 13+11.5%

−0.2%1 yearTotal return+11.6%

+14.7%3 years · per year$10,000 became $15,090 · $17,931+21.5%

+0.9%5 years · per year$10,000 became $10,457 · $17,265+11.5%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

16.66%Trailing 12-mo yield$1,666 · $111 a year on $10k1.11%

−12.5%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.8%

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

1–7IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

CEFD vs IVV Returns, Every Period

5Y

ETRACSCEFD

+0.9%

5 years, per year

IVViShares

+11.5%

5 years, per year

CEFDIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CEFD vs IVV

YTD

ETRACSCEFD

−0.2%

IVViShares

+11.5%

−0.2%Year to date+11.5%

−12.5%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.8%

16.7%Yield1.1%

$6.7MAssets$879B

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

16.66%highest, CEFD

FundTrailing yieldYield$10k

CEFD16.66%$1,666

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,571most kept, CEFD

CEFD$1,666 − $95 = $1,571

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CEFD, IVV, VTI

Today

86.3%most shared, IVV and VTI

CEFDIVVVTI

CEFD—[…][…]

IVV[…]—86.3%

VTI[…]86.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.8%VTI, at 13.9% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

CEFDWorst drop−12.5%15.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CEFDVTI

−0.2%Year to date+11.6%

16.7%Yield1.1%

−0.2%Past year+11.8%

0.95%Fee0.03%

3–1VTI wins

End-of-day Nov 13, 2026

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

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CEFD, IVV and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three