CEFZ vs SPY

ACEFZ

BSPY

Measures won3–1CEFZ wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income10.42%CEFZ · $1,042 on $10k

Smallest drop−6.7%CEFZ · worst fall in 1Y

Held in common0.0%CEFZ and SPY

RiverNorth Active Income ETF · $41MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

2.82%Expense ratio$282 · $9 on $10k · lower wins0.09%

10.42%12-mo yield$1,042 · $100 on $10k1.00%

Cards for this view

CEFZ

RiverNorth Active Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureCEFZSPY

Fee2.82%0.09%

Cost on $10k a year$282$9

Yield10.42%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.2%13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	ACEFZ	RiverNorth Active Income ETFRead Desk	2.82%	10.42%	−1.4%	+3.6%	+4.8%	new	new	−6.7%	$41M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	ACEFZ	RiverNorth Active Income ETFRead Desk	2.82%	10.42%	−1.4%	+3.6%	+4.8%	new	new	−6.7%	$41M

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