VOO vs CEFD5YVOOVOOAvsBCEFDCEFDVanguard S&P 500 ETF · $1.00TETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7MReturns · dividends in+21.5%3 years · per year$17,932 · $15,090+14.7%+11.5%5 years · per year$17,269 · $10,457+0.9%Cost and income0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%1.07%12-mo yield$107 · $1,666 on $10k
Overlap: VOO, CEFD, IVVToday93.3%most shared, VOO and IVVVOOCEFDIVVVOO—[…]93.3%CEFD[…]—[…]IVV93.3%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VOO vs CEFD5YAVOOVanguard S&P 500$17,269vsCEFDBETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN$10,457$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3BCEFDETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNReadDesk0.95%16.66%−0.3%−0.2%−0.2%+14.7%+0.9%−12.5%$7MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3BCEFDETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNReadDesk0.95%16.66%−0.3%−0.2%−0.2%+14.7%+0.9%−12.5%$7MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: VOO, CEFD, IVVToday93.3%most shared, VOO and IVVVOOCEFDIVVVOO—[…]93.3%CEFD[…]—[…]IVV93.3%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,571most kept, CEFDCEFD$1,666 − $95 = $1,571IVV$111 − $3 = $108VOO$107 − $3 = $104KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee