Compare · 3 funds side by side · dividends reinvested

CFO, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

CFO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.22%+11.3%+13.9%+14.3%+3.6%−7.1%11.0%$416M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

Rank among the three1st → 3rdFee, 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: CFO 2014 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $416M$11,946

CFO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CFOMeasureSPYM

+11.3%Year to dateJan 1 → Nov 5+8.4%

+13.9%1 yearTotal return+9.8%

+14.3%3 years · per year$10,000 became $14,935 · $18,222+22.1%

+3.6%5 years · per year$10,000 became $11,946 · $17,164+11.4%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

1.22%Trailing 12-mo yield$122 · $106 a year on $10k1.06%

−7.1%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

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

5–3CFO wins

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

More Ways to See the Pairs

CFO vs SPYM: Top 5 Holdings

Today

CFO

2.2%in top 5

SPYM

in top 527.7%

CFOStockSPYM

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

CFO vs SPYM Returns, Every Period

VictorySharesCFO

+3.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CFOSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: CFO vs SPYM

YTD

VictorySharesCFO

+11.3%

SPYMSPDR

+8.4%

+11.3%Year to date+8.4%

−7.1%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

1.2%Yield1.1%

$416MAssets$182B

4–0CFO wins

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

Cost, Income and Risk

Fees: CFO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CFO0.38%$38

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

Yields: CFO, SPYM, SPY

1.22%highest, CFO

FundTrailing yieldYield$10k

CFO1.22%$122

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

CFO$122 − $38 = $84

KeptFee

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

Overlap: CFO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CFOSPYMSPY

CFO—37.8%37.8%

SPYM37.8%—99.9%

SPY37.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.9%CFO, at 11.0% volatility

CFOWorst drop−7.1%11.0% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CFOSPYM

+11.3%Year to date+8.4%

1.2%Yield1.1%

+13.9%Past year+9.8%

0.38%Fee0.02%

3–1CFO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026