CEFA vs IVV

ACEFA

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.78%CEFA · $278 on $10k

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

Held in common0.0%CEFA and IVV

CEFA

IVV

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71MiShares Core S&P 500 ETF · $850B

+17.0%3 years · per year$16,016 · $18,084+21.8%

+6.5%5 years · per year$13,699 · $17,177+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

2.78%12-mo yield$278 · $114 on $10k1.14%

−11.5%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCEFA · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk	0.35%	2.78%	−0.6%	+6.7%	+9.8%	+17.0%	+6.5%	−11.5%	$71M

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	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
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk	0.35%	2.78%	−0.6%	+6.7%	+9.8%	+17.0%	+6.5%	−11.5%	$71M

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

CEFA vs IVV

CEFA

Global X - S&P Catholic Values Developed ex-U.S.

$13,699

IVV

iShares Core S&P 500

$17,177

MeasureCEFAIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield2.78%1.14%

5 years, per year+6.5%+11.4%

3 years, per year+17.0%+21.8%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y16.6%13.6%

5–1measures won
IVV first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CEFA, IVV, VOO

Today

92.2%most shared, IVV and VOO

CEFAIVVVOO

CEFA—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$243most kept, CEFA

CEFA$278 − $35 = $243

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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