Compare · 2 funds side by side · dividends reinvested

CFA and SPY

CFAVictoryShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

CFA and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.3%+16.6%+18.0%+8.3%−7.1%10.6%$538M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

Rank among the two1st → 2ndFee, 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: CFA 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $538M$14,358

CFA

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 37.8% in common

CFAMeasureSPY

+14.3%Year to dateJan 1 → Nov 5+13.3%

+16.6%1 yearTotal return+13.4%

+18.0%3 years · per year$10,000 became $16,423 · $19,132+24.1%

+8.3%5 years · per year$10,000 became $14,893 · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

1.19%Trailing 12-mo yield$119 · $99 a year on $10k0.99%

−7.1%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer12.9%

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

5–3CFA wins

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

More Ways to See the Pairs

CFA vs SPY: Top 5 Holdings

Today

CFA

2.2%in top 5

SPY

in top 527.7%

CFAStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common37.8%

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

CFA vs SPY Returns, Every Period

VictorySharesCFA

+8.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

CFASPYFaded: behind in that period

2–2Level

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

Stocks vs Core: CFA vs SPY

YTD

VictorySharesCFA

+14.3%

SPYSPDR

+13.3%

+14.3%Year to date+13.3%

−7.1%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y12.9%

1.2%Yield1.0%

$538MAssets$805B

4–0CFA wins

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

Cost, Income and Risk

Fees: CFA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CFA0.38%$38

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

Yields: CFA, SPY

1.19%highest, CFA

FundTrailing yieldYield$10k

CFA1.19%$119

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CFA$119 − $38 = $81

KeptFee

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

Overlap: CFA, SPY

Today

37.8%most shared, CFA and SPY

CFASPY

CFA—37.8%

SPY37.8%—

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

Return vs Bumpiness: 2 ETFs

+16.6%CFA, at 10.6% volatility

CFAWorst drop−7.1%10.6% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

CFASPY

+14.3%Year to date+13.3%

1.2%Yield1.0%

+16.6%Past year+13.4%

0.38%Fee0.09%

3–1CFA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026