Compare · 3 funds side by side · dividends reinvested

VOO, CEFD and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

VOO, CEFD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.0

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNUnsorted0.95%16.06%+2.1%+2.1%+19.1%+1.5%−12.5%15.0%$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 3, 2026 · returns include dividends · since: VOO 2010 · CEFD 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

CEFD

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7M$10,799

$10,000 five years ago, dividends reinvested

VOOMeasureCEFD

+11.5%Year to dateJan 1 → Nov 3+2.1%

+11.9%1 yearTotal return+2.1%

+24.1%3 years · per year$10,000 became $19,094 · $16,904+19.1%

+12.2%5 years · per year$10,000 became $17,749 · $10,798+1.5%

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

1.07%Trailing 12-mo yield$107 · $1,606 a year on $10k16.06%

−8.9%Worst dropSmaller is better−12.5%

12.7%VolatilityLower is calmer15.0%

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

7–1VOO wins

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

More Ways to See the Pairs

VOO vs CEFD: Top 5 Holdings

Today

VOO

28.3%in top 5

CEFD

in top 5[…]

VOOStockCEFD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

VOO vs CEFD Returns, Every Period

VanguardVOO

+12.2%

5 years, per year

CEFDETRACS

+1.5%

5 years, per year

VOOCEFDFaded: behind in that period

4–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs CEFD

YTD

VanguardVOO

+11.5%

CEFDETRACS

+2.1%

+11.5%Year to date+2.1%

−8.9%Worst drop · 1Y−12.5%

12.7%Volatility · 1Y15.0%

1.1%Yield16.1%

$1.00TAssets$6.9M

3–1VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, CEFD, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CEFD0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VOO, CEFD, SPY

16.06%highest, CEFD

FundTrailing yieldYield$10k

CEFD16.06%$1,606

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,511most kept, CEFD

CEFD$1,606 − $95 = $1,511

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VOO, CEFD, SPY

Today

95.5%most shared, VOO and SPY

VOOCEFDSPY

VOO—[…]95.5%

CEFD[…]—[…]

SPY95.5%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

CEFDWorst drop−12.5%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CEFDVOO

+2.1%Year to date+11.5%

16.1%Yield1.1%

+2.1%Past year+11.9%

0.95%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026