Compare · 3 funds side by side · dividends reinvested

VOO, CEFS and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,609CEFS · best of the three

Story of the three · IncomeMost incomeCEFS · 7.45% · $745 a year on $10k

Story of the three · RiskSmallest drop

VOO, CEFS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.6

Saba Opportunistic Hedged Closed-End Funds ETFUnsorted1.11%7.45%+9.2%+12.5%+20.1%+12.0%−9.4%13.0%$422M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VOO 2010 · CEFS 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Saba Opportunistic Hedged Closed-End Funds ETF · $422M$17,609

CEFS

IVV

iShares Core S&P 500 ETF · $883B$17,398

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CEFSMeasure

More Ways to See the Pairs

CEFS vs IVV: Top 5 Holdings

Today

CEFS

31.7%in top 5

IVV

in top 526.8%

CEFSStockIVV

9.4%BSTZnot top 5

8.7%DXYZnot top 5

not top 5AAPL7.9%

6.9%ASAnot top 5

not top 5NVDA6.4%

Cost, Income and Risk

Fees: VOO, CEFS, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CEFS1.11%$111

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VOO, CEFS, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IVV

+9.2%Year to dateJan 1 → Nov 12+12.0%

+12.5%1 yearTotal return+12.2%

+20.1%3 years · per year$10,000 became $17,302 · $18,019+21.7%

+12.0%5 years · per year$10,000 became $17,609 · $17,398+11.7%

1.11%Expense ratio$111 · $3 a year on $10k · lower is better0.03%

7.45%Trailing 12-mo yield$745 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT5.9%

not top 5AMZN4.0%

3.6%RMTnot top 5

3.1%GDVnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CEFS vs IVV Returns, Every Period

5Y

SabaCEFS

+12.0%

5 years, per year

IVViShares

+11.7%

5 years, per year

CEFSIVVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CEFS vs IVV

YTD

SabaCEFS

+9.2%

IVViShares

+12.0%

+9.2%Year to date+12.0%

−9.4%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

7.4%Yield1.1%

$422MAssets$883B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.45%highest, CEFS

FundTrailing yieldYield$10k

CEFS7.45%$745

IVV1.10%$110

VOO1.07%$107

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

Income After Fees on $10,000

1Y

$634most kept, CEFS

CEFS$745 − $111 = $634

IVV$110 − $3 = $107

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VOO, CEFS, IVV

Today

93.3%most shared, VOO and IVV

VOOCEFSIVV

VOO—0.0%93.3%

CEFS0.0%—0.0%

IVV93.3%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.5%CEFS, at 13.0% volatility

CEFSWorst drop−9.4%13.0% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CEFSIVV

+9.2%Year to date+12.0%

7.4%Yield1.1%

+12.5%Past year+12.2%

1.11%Fee0.03%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VOO, CEFS and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three