Compare · 3 funds side by side · dividends reinvested

CFO, SPY and IVV

CFOVictoryShares×SPYSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

CFO, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.20%+13.5%+16.4%+14.7%+4.0%−7.1%11.2%$410M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$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 9, 2026 · returns include dividends · since: CFO 2014 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $410M$12,147

CFO

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

CFOMeasureSPY

+13.5%Year to dateJan 1 → Nov 9+11.2%

+16.4%1 yearTotal return+13.5%

+14.7%3 years · per year$10,000 became $15,104 · $18,118+21.9%

+4.0%5 years · per year$10,000 became $12,147 · $17,493+11.8%

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

1.20%Trailing 12-mo yield$120 · $101 a year on $10k1.01%

−7.1%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.7%

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

5–3CFO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CFO vs SPY: Top 5 Holdings

Today

CFO

2.2%in top 5

SPY

in top 527.8%

CFOStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%EVRGnot top 5

0.4%DUKnot top 5

Held in common37.9%

End-of-day Nov 9, 2026 · share of each fund

CFO vs SPY Returns, Every Period

VictorySharesCFO

+4.0%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

CFOSPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CFO vs IVV

YTD

VictorySharesCFO

+13.5%

IVViShares

+11.3%

+13.5%Year to date+11.3%

−7.1%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.8%

1.2%Yield1.1%

$410MAssets$853B

4–0CFO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFO, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CFO0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CFO, SPY, IVV

1.20%highest, CFO

FundTrailing yieldYield$10k

CFO1.20%$120

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

CFO$120 − $38 = $82

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CFO, SPY, IVV

Today

99.9%most shared, SPY and IVV

CFOSPYIVV

CFO—37.9%37.9%

SPY37.9%—99.9%

IVV37.9%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.4%CFO, at 11.2% volatility

CFOWorst drop−7.1%11.2% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CFOIVV

+13.5%Year to date+11.3%

1.2%Yield1.1%

+16.4%Past year+13.6%

0.38%Fee0.03%

3–1CFO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026