CBLS vs SPYM

ACBLS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common15.1%CBLS and SPYM

CBLS

SPYM

Clough Hedged Equity ETF · $34MState Street SPDR Portfolio S&P 500 ETF · $182B

+14.0%3 years · per year$14,811 · $18,082+21.8%

+1.3%5 years · per year$10,693 · $17,192+11.4%

1.89%Expense ratio$189 · $2 on $10k · lower wins0.02%

0.90%12-mo yield$90 · $105 on $10k1.05%

−21.2%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBLS · SPYM

2.6%MSFT6.3%

2.4%AMZN4.0%

2.3%NVDA6.9%

2.3%AVGO2.2%

Held in common15.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBLS vs SPYM

CBLS

Clough Hedged Equity

$10,693

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCBLSSPYM

Fee1.89%0.02%

Cost on $10k a year$189$2

Yield0.90%1.05%

5 years, per year+1.3%+11.4%

3 years, per year+14.0%+21.8%

Worst drop · 1Y−21.2%−8.9%

Volatility · 1Y19.9%13.6%

6–0measures won
SPYM first

15.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CBLS, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

CBLSSPYMVOO

CBLS—15.1%15.1%

SPYM15.1%—92.2%

VOO15.1%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

CBLS$90 − $189 = −$99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee