Both CFO and SPY are ETFs. CFO has a lower 5-year return than SPY (5.88% vs 10.67%). CFO has a higher expense ratio than SPY (0.36% vs 0.09%). Below is the comparison between CFO and SPY.
| CFO | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 83 |
| Category | Large Blend | Large Blend |
| Family | Victory Capital Management | State Street Global Advisors |
| Net Assets | $747.30M | N/A |
| Expense Ratio | 0.36% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 4.08% | 1.55% |
| Underlying Index | CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index | S&P 500 |
| YTD Return | -5.01% | 8.84% |
| 1-Year Return | -8.78% | 6.13% |
| 3-Year Return | 8.37% | 13.70% |
| 5-Year Return | 5.88% | 10.67% |
| 10-Year Return | 0.00% | 11.69% |
CFO
CFO description
Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.
CFO performance & returns
| YTD Return | -5.01% |
| 1-Month Return | -1.83% |
| 3-Month Return | -3.12% |
| 1-Year Return | -8.78% |
| 3-Year Return | 8.37% |
| 5-Year Return | 5.88% |
| 10-Year Return | 0.00% |
CFO holdings
Top 10 Holdings (3.79% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Johnson & Johnson | JNJ | 0.41% |
| PepsiCo Inc | PEP | 0.40% |
| Mondelez International Inc Class A | MDLZ | 0.39% |
| McDonald's Corp | MCD | 0.39% |
| Coca-Cola Co | KO | 0.39% |
| Kimberly-Clark Corp | KMB | 0.38% |
| JM Smucker Co | SJM | 0.37% |
| The Hershey Co | HSY | 0.36% |
| Procter & Gamble Co | PG | 0.35% |
| Colgate-Palmolive Co | CL | 0.35% |
CFO pros
The following are CFO strengths from our perspective:
- CFO 3-year return is 9.22%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
Other relevant CFO comparisons
You may also want to check out the following CFO comparisons that investors often look for on Finny
- CFO vs DIA
- CFO vs DLN
- CFO vs FMK
- CFO vs CDC
- CFO vs CFA
- CFO vs CSM
- CFO vs DUSA
- CFO vs DJD
- CFO vs CAPE
- CFO vs DTN
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 | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, 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
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE