Compare · 3 funds side by side · dividends reinvested

IVV, CEFD and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeCEFD · 15.98% · $1,598 a year on $10k

Story of the three · RiskSmallest drop

IVV, CEFD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.9

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNUnsorted0.95%15.98%+2.5%+3.3%+15.9%+1.5%−12.5%15.7%$7M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · CEFD 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

CEFD

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7M$10,761

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs CEFD: Top 5 Holdings

Today

IVV

26.9%in top 5

CEFD

in top 5[…]

IVVStockCEFD

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, CEFD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CEFD0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IVV, CEFD, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

CEFD

+12.3%Year to dateJan 1 → Nov 11+2.5%

+12.7%1 yearTotal return+3.3%

+21.9%3 years · per year$10,000 became $18,122 · $15,582+15.9%

+11.9%5 years · per year$10,000 became $17,530 · $10,761+1.5%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.10%Trailing 12-mo yield$110 · $1,598 a year on $10k15.98%

−8.9%Worst dropSmaller is better−12.5%

13.7%VolatilityLower is calmer15.7%

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

7–1IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IVV vs CEFD Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

CEFDETRACS

+1.5%

5 years, per year

IVVCEFDFaded: behind in that period

4–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs CEFD

YTD

iSharesIVV

+12.3%

CEFDETRACS

+2.5%

+12.3%Year to date+2.5%

−8.9%Worst drop · 1Y−12.5%

13.7%Volatility · 1Y15.7%

1.1%Yield16.0%

$872BAssets$6.9M

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

15.98%highest, CEFD

FundTrailing yieldYield$10k

CEFD15.98%$1,598

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,503most kept, CEFD

CEFD$1,598 − $95 = $1,503

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, CEFD, SPY

Today

99.9%most shared, IVV and SPY

IVVCEFDSPY

IVV—[…]99.9%

CEFD[…]—[…]

SPY99.9%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CEFDWorst drop−12.5%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CEFDIVV

+2.5%Year to date+12.3%

16.0%Yield1.1%

+3.3%Past year+12.7%

0.95%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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IVV, CEFD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three