CBSE vs SPYM

ACBSE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common14.7%CBSE and SPYM

CBSE

SPYM

Clough Select Equity ETF · $42MState Street SPDR Portfolio S&P 500 ETF · $179B

+26.0%3 years · per year$20,009 · $18,161+22.0%

+7.7%5 years · per year$14,506 · $17,553+11.9%

0.85%Expense ratio$85 · $2 on $10k · lower wins0.02%

0.32%12-mo yield$32 · $103 on $10k1.03%

−23.8%Worst dropSmaller wins−8.9%

26.6%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBSE · SPYM

2.8%MSFT6.2%

2.4%NVDA7.1%

2.3%AMZN4.0%

2.5%AVGO2.2%

Held in common14.7%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.32%	+4.3%	+7.5%	+8.4%	+26.0%	+7.7%	−23.8%	$42M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.32%	+4.3%	+7.5%	+8.4%	+26.0%	+7.7%	−23.8%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBSE vs SPYM

CBSE

Clough Select Equity

$14,506

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureCBSESPYM

Fee0.85%0.02%

Cost on $10k a year$85$2

Yield0.32%1.03%

5 years, per year+7.7%+11.9%

3 years, per year+26.0%+22.0%

Worst drop · 1Y−23.8%−8.9%

Volatility · 1Y26.6%13.7%

5–1measures won
SPYM first

14.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CBSE, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

CBSESPYMVOO

CBSE—14.7%15.0%

SPYM14.7%—92.7%

VOO15.0%92.7%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

CBSE$32 − $85 = −$53

KeptFee

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