CEFD vs VOO

ACEFD

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income16.25%CEFD · $1,625 on $10k

Smallest drop−8.9%SPY · 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

+17.6%3 years · per year$16,255 · $18,224+22.1%

+1.2%5 years · per year$10,621 · $17,156+11.4%

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

16.25%12-mo yield$1,625 · $110 on $10k1.10%

−12.5%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.5%

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 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	ACEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.25%	−2.5%	+0.8%	+2.0%	+17.6%	+1.2%	−12.5%	$7M

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	ACEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.25%	−2.5%	+0.8%	+2.0%	+17.6%	+1.2%	−12.5%	$7M

End-of-day Nov 5, 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

$10,621

VOO

Vanguard S&P 500

$17,156

MeasureCEFDVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield16.25%1.10%

5 years, per year+1.2%+11.4%

3 years, per year+17.6%+22.1%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.3%13.5%

5–1measures won
VOO first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CEFD, VOO, SPY

Today

93.5%most shared, VOO and SPY

CEFDVOOSPY

CEFD—[…][…]

VOO[…]—93.5%

SPY[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,530most kept, CEFD

CEFD$1,625 − $95 = $1,530

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee