Compare · 3 funds side by side · dividends reinvested

CEFS, VOO and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,555CEFS · best of the three

Story of the three · IncomeMost incomeCEFS · 7.45% · $745 a year on $10k

Story of the three · RiskSmallest drop

CEFS, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.6

Saba Opportunistic Hedged Closed-End Funds ETFUnsorted1.11%7.45%+9.1%+13.4%+20.1%+11.9%−9.4%13.0%$414M2.0

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%$778B2.4

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: CEFS 2017 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Saba Opportunistic Hedged Closed-End Funds ETF · $414M$17,555

CEFS

SPY

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

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

CEFSMeasure

More Ways to See the Pairs

CEFS vs SPY: Top 5 Holdings

Today

CEFS

31.7%in top 5

SPY

in top 527.3%

CEFSStockSPY

9.2%BSTZnot top 5

8.6%DXYZnot top 5

not top 5AAPL7.9%

7.2%ASAnot top 5

not top 5NVDA6.6%

Cost, Income and Risk

Fees: CEFS, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CEFS1.11%$111

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

Yields: CEFS, VOO, SPY

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%

SPY

+9.1%Year to dateJan 1 → Nov 10+10.8%

+13.4%1 yearTotal return+13.0%

+20.1%3 years · per year$10,000 became $17,312 · $17,888+21.4%

+11.9%5 years · per year$10,000 became $17,555 · $17,358+11.7%

1.11%Expense ratio$111 · $9 a year on $10k · lower is better0.09%

7.45%Trailing 12-mo yield$745 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.8%

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

4–4Level

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

not top 5MSFT6.2%

not top 5AMZN4.0%

3.6%RMTnot top 5

3.1%GDVnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

CEFS vs SPY Returns, Every Period

5Y

SabaCEFS

+11.9%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

CEFSSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: CEFS vs VOO

YTD

SabaCEFS

+9.1%

VOOVanguard

+10.9%

+9.1%Year to date+10.9%

−9.4%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

7.5%Yield1.1%

$414MAssets$1.00T

2–2level

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

1Y

7.45%highest, CEFS

FundTrailing yieldYield$10k

CEFS7.45%$745

VOO1.08%$108

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$634most kept, CEFS

CEFS$745 − $111 = $634

VOO$108 − $3 = $105

SPY$101 − $9 = $92

KeptFee

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

Overlap: CEFS, VOO, SPY

Today

93.0%most shared, VOO and SPY

CEFSVOOSPY

CEFS—0.0%0.0%

VOO0.0%—93.0%

SPY0.0%93.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.4%CEFS, at 13.0% volatility

CEFSWorst drop−9.4%13.0% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

CEFSVOO

+9.1%Year to date+10.9%

7.5%Yield1.1%

+13.4%Past year+13.1%

1.11%Fee0.03%

2–2level

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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CEFS, VOO and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three