Compare · 4 funds side by side · dividends reinvested

CEFS, VOO, SPYM and IVV

CEFSSaba×VOOVanguard×SPYMSPDR×IVViShares×

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

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

Story of the four · RiskSmallest drop

CEFS, VOO, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B2.0

Saba Opportunistic Hedged Closed-End Funds ETFUnsorted1.11%7.45%+9.1%+13.4%+20.1%+11.9%−9.4%13.0%$422M2.5

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%$872B2.6

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%$1.00T2.8

Rank among the four1st → 4thFee, 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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Saba Opportunistic Hedged Closed-End Funds ETF · $422M$17,555

CEFS

More Ways to See the Pairs

CEFS vs VOO: Top 5 Holdings

Today

CEFS

31.7%in top 5

VOO

in top 528.3%

CEFSStockVOO

9.2%BSTZnot top 5

8.6%DXYZnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

7.2%ASAnot top 5

Cost, Income and Risk

Fees: CEFS, VOO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

CEFS1.11%$111

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VOO

Vanguard S&P 500 ETF · $1.00T$17,416

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

CEFSMeasureVOO

+9.1%Year to dateJan 1 → Nov 10+10.9%

+13.4%1 yearTotal return+13.1%

+20.1%3 years · per year$10,000 became $17,312 · $17,931+21.5%

+11.9%5 years · per year$10,000 became $17,555 · $17,416+11.7%

1.11%Expense ratio$111 · $3 a year on $10k · lower is better0.03%

7.45%Trailing 12-mo yield$745 · $108 a year on $10k1.08%

−9.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

CEFSVOO 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 5MSFT5.8%

not top 5AMZN3.7%

3.6%RMTnot top 5

3.1%GDVnot top 5

not top 5GOOGL3.1%

Held in common0.0%

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

CEFS vs VOO Returns, Every Period

5Y

SabaCEFS

+11.9%

5 years, per year

VOOVanguard

+11.7%

5 years, per year

CEFSVOOFaded: behind in that period

2–2Level

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

Unsorted vs Core: CEFS vs IVV

YTD

SabaCEFS

+9.1%

IVViShares

+10.9%

+9.1%Year to date+10.9%

−9.4%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.8%

7.5%Yield1.1%

$422MAssets$872B

2–2level

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

Yields: CEFS, VOO, SPYM, IVV

1Y

7.45%highest, CEFS

FundTrailing yieldYield$10k

CEFS7.45%$745

IVV1.11%$111

VOO1.08%$108

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$634most kept, CEFS

CEFS$745 − $111 = $634

IVV$111 − $3 = $108

VOO$108 − $3 = $105

SPYM$103 − $2 = $101

KeptFee

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

Overlap: CEFS, VOO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CEFSVOOSPYMIVV

CEFS—0.0%0.0%0.0%

VOO0.0%—93.0%93.0%

SPYM0.0%93.0%—99.9%

IVV0.0%93.0%99.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.4%CEFS, at 13.0% volatility

CEFSWorst drop−9.4%13.0% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

CEFSSPYM

+9.1%Year to date+10.9%

7.5%Yield1.0%

+13.4%Past year+13.1%

1.11%Fee0.02%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CEFS, VOO, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four