IVV vs CEFD

AIVV

BCEFD

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · CEFD $10,559

Lowest cost0.03%IVV · $3 on $10k

Most income16.34%CEFD · $1,634 on $10k

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

Held in common[…]IVV and CEFD

IVV

CEFD

iShares Core S&P 500 ETF · $853BETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7M

+21.8%3 years · per year$18,084 · $15,809+16.5%

+11.4%5 years · per year$17,177 · $10,559+1.1%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.14%12-mo yield$114 · $1,634 on $10k16.34%

−8.9%Worst dropSmaller wins−12.5%

13.6%VolatilityLower wins15.6%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CEFD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk		0.95%	16.34%	+0.9%	+0.3%	+1.1%	+16.5%	+1.1%	−12.5%	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk		0.95%	16.34%	+0.9%	+0.3%	+1.1%	+16.5%	+1.1%	−12.5%	$7M

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

IVV vs CEFD

IVV

iShares Core S&P 500

$17,177

CEFD

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

$10,559

MeasureIVVCEFD

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.14%16.34%

5 years, per year+11.4%+1.1%

3 years, per year+21.8%+16.5%

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y13.6%15.6%

5–1measures won
IVV first

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, CEFD

Today

[…]holdings […]

IVVCEFD

IVV—[…]

CEFD[…]—

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

Income After Fees on $10,000

$1,539most kept, CEFD

CEFD$1,634 − $95 = $1,539

IVV$114 − $3 = $111

KeptFee

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