Compare · 3 funds side by side · dividends reinvested

CTEF, DIVO and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

CTEF, DIVO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

Amplify CWP Enhanced Dividend Income ETFIncome · Covered calls0.56%6.39%+10.8%+13.1%+17.0%+10.6%−6.0%10.1%$7.9B2.0

EA Series Trust - Castellan Targeted Equity ETFIncome · Covered calls0.45%0.06%+19.5%+22.1%[…][…]−17.9%24.6%$586M2.2

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: CTEF 2025 · DIVO 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - Castellan Targeted Equity ETF · $586M[…]

CTEF

DIVO

Amplify CWP Enhanced Dividend Income ETF · $7.9B$16,513

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

CTEFMeasureDIVO

+19.5%Year to dateJan 1 → Nov 9+10.8%

+22.1%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $16,005+17.0%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

0.45%Expense ratio$45 · $56 a year on $10k · lower is better0.56%

0.06%Trailing 12-mo yield$6 · $639 a year on $10k6.39%

−17.9%Worst dropSmaller is better−6.0%

24.6%VolatilityLower is calmer10.1%

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

3–3Level

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

More Ways to See the Pairs

CTEF vs DIVO: Top 5 Holdings

Today

CTEF

28.8%in top 5

DIVO

in top 528.1%

CTEFStockDIVO

6.1%FTDRnot top 5

not top 5MSFT6.0%

5.8%THCnot top 5

5.8%VIRTnot top 5

not top 5AMGN5.8%

not top 5V5.6%

5.6%WEXnot top 5

5.5%NTAPnot top 5

not top 5AGPXX5.5%

not top 5AAPL5.1%

Held in common6.8%

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

CTEF vs DIVO Returns, Every Period

CastellanCTEF

+22.1%

past year

DIVOAmplify

+13.1%

past year

CTEFDIVOFaded: behind in that period

2–0CTEF wins

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

CTEF vs DIVO

YTD

CastellanCTEF

+19.5%

DIVOAmplify

+10.8%

+19.5%Year to date+10.8%

−17.9%Worst drop · 1Y−6.0%

24.6%Volatility · 1Y10.1%

0.1%Yield6.4%

$586MAssets$7.9B

3–1DIVO wins

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

Cost, Income and Risk

Fees: CTEF, DIVO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CTEF0.45%$45

DIVO0.56%$56

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

Yields: CTEF, DIVO, VOO

6.39%highest, DIVO

FundTrailing yieldYield$10k

DIVO6.39%$639

VOO1.07%$107

CTEF0.06%$6

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

Income After Fees on $10,000

$583most kept, DIVO

DIVO$639 − $56 = $583

VOO$107 − $3 = $104

CTEF$6 − $45 = −$39

KeptFee

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

Overlap: CTEF, DIVO, VOO

Today

26.8%most shared, DIVO and VOO

CTEFDIVOVOO

CTEF—6.8%10.7%

DIVO6.8%—26.8%

VOO10.7%26.8%—

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

Return vs Bumpiness: 3 ETFs

+22.1%CTEF, at 24.6% volatility

DIVOWorst drop−6.0%10.1% vol

VOOWorst drop−8.9%13.7% vol

CTEFWorst drop−17.9%24.6% vol

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

Paid More vs Made More

YTD

DIVOCTEF

+10.8%Year to date+19.5%

6.4%Yield0.1%

+13.1%Past year+22.1%

0.56%Fee0.45%

3–1CTEF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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