VOO vs CEFD

AVOO

BCEFD

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPY $17,688

Lowest cost0.03%VOO · $3 on $10k

Most income16.06%CEFD · $1,606 on $10k

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

Held in common[…]VOO and CEFD

VOO

CEFD

Vanguard S&P 500 ETF · $1.00TETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN · $7M

+24.1%3 years · per year$19,094 · $16,904+19.1%

+12.2%5 years · per year$17,749 · $10,798+1.5%

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

1.07%12-mo yield$107 · $1,606 on $10k16.06%

−8.9%Worst dropSmaller wins−12.5%

12.7%VolatilityLower wins15.0%

5–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · CEFD

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

Held in common[…]

End-of-day Nov 3, 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	BCEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.06%	+0.4%	+2.1%	+2.1%	+19.1%	+1.5%	−12.5%	$7M

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	BCEFD	ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETNRead Desk	0.95%	16.06%	+0.4%	+2.1%	+2.1%	+19.1%	+1.5%	−12.5%	$7M

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

Cards for this view

VOO vs CEFD

VOO

Vanguard S&P 500

$17,749

CEFD

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

$10,799

MeasureVOOCEFD

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.07%16.06%

5 years, per year+12.2%+1.5%

3 years, per year+24.1%+19.1%

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y12.7%15.0%

5–1measures won
VOO first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: VOO, CEFD, SPY

Today

95.5%most shared, VOO and SPY

VOOCEFDSPY

VOO—[…]95.5%

CEFD[…]—[…]

SPY95.5%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,511most kept, CEFD

CEFD$1,606 − $95 = $1,511

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee