CEFD vs VOO

ACEFD

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income16.05%CEFD · $1,605 on $10k

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

Held in common[…]CEFD and VOO

CEFD

VOO

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7MVanguard S&P 500 ETF · $1.00T

+18.6%3 years · per year$16,702 · $19,172+24.2%

+1.6%5 years · per year$10,818 · $18,115+12.6%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

16.05%12-mo yield$1,605 · $105 on $10k1.05%

−12.5%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCEFD · VOO

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

Held in common[…]

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.05%	+0.1%	+2.1%	+2.4%	+18.6%	+1.6%	−12.5%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.05%	+0.1%	+2.1%	+2.4%	+18.6%	+1.6%	−12.5%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CEFD vs VOO

CEFD

ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN

$10,818

VOO

Vanguard S&P 500

$18,115

MeasureCEFDVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield16.05%1.05%

5 years, per year+1.6%+12.6%

3 years, per year+18.6%+24.2%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.0%12.8%

5–1measures won
VOO first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CEFD, VOO, IVV

Today

94.5%most shared, VOO and IVV

CEFDVOOIVV

CEFD—[…][…]

VOO[…]—94.5%

IVV[…]94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,510most kept, CEFD

CEFD$1,605 − $95 = $1,510

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee