SPY vs CDC

Both CDC and SPY are ETFs. Below is the comparison between CDC and SPY.

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CDC SPY
Security Type ETF ETF
Finny Score N/A 83
Category N/A Large Blend
Family Victory Capital Management State Street Global Advisors
Net Assets $1.38B N/A
Expense Ratio N/A 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.45%
Underlying Index CEMP U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index S&P 500
YTD Return N/A 14.07%
1-Year Return N/A 16.13%
3-Year Return N/A 11.33%
5-Year Return N/A 9.95%
10-Year Return N/A 11.74%

CDC

CDC description

Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in less volatile stocks of large-cap companies. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CDC performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CDC expense ratio is N/A.

CDC holdings

Top 10 Holdings (76.80% of Total Assets)

Name Symbol % Assets
Federated Hermes Treasury Obl IS TOIXX 73.58%
Johnson & Johnson JNJ 0.52%
Coca-Cola Co KO 0.45%
Kimberly-Clark Corp KMB 0.41%
Kellogg Co K 0.37%
International Business Machines Corp IBM 0.37%
CME Group Inc Class A CME 0.37%
Southern Co SO 0.36%
Amgen Inc AMGN 0.36%

CDC pros

None that we could think of.

CDC cons

None that we could think of.

Other relevant CDC comparisons

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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 14.07%
1-Month Return -1.46%
3-Month Return -0.46%
1-Year Return 16.13%
3-Year Return 11.33%
5-Year Return 9.95%
10-Year Return 11.74%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (30.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.37%
Microsoft Corp MSFT 6.46%
Amazon.com Inc AMZN 3.27%
NVIDIA Corp NVDA 3.24%
Alphabet Inc Class A GOOGL 2.15%
Alphabet Inc Class C GOOG 1.86%
Tesla Inc TSLA 1.84%
Meta Platforms Inc Class A META 1.74%
Berkshire Hathaway Inc Class B BRK.B 1.70%
Exxon Mobil Corp XOM 1.19%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 11.33%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 9.95%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 11.74%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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