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CDC vs SPY

Comparison between VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CDC, delivering a return of +13.0% compared to +7.0%

CDC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CDC
$718M
Winner
SPY
$781B
Expense Ratio
CDC
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CDC
25.69%
SPY
56.47%
Sharpe Ratio
Winner
CDC
1.53
SPY
1.25
5Y Beta
Winner
CDC
0.42
SPY
1.00
P/E Ratio
Winner
CDC
18.12
SPY
28.78
Forward P/E
Winner
CDC
14.46
SPY
21.23
PEG Ratio
CDC
0.45
SPY
N/A
5Y Dividends CAGR
Winner
CDC
10.98%
SPY
6.00%
5Y EPS CAGR
CDC
5.55%
Winner
SPY
25.62%
Debt to Equity
Winner
CDC
-35.11%
SPY
31.92%
P/S Ratio
Winner
CDC
1.67
SPY
3.76
P/B Ratio
Winner
CDC
2.32
SPY
5.64

CDC vs SPY - Holdings Comparison

CDC and SPY have 92 common holdings. Overlap is 13.17%

CDC's top 25 holdings weight is 34.56%. SPY's top 25 holdings weight is 51.74%.

RankCDCSPY
#1
WEC ENERGY GROUP INC (WEC) - 1.69%
NVIDIA CORP (NVDA) - 7.89%
#2
ALLIANT ENERGY CORP (LNT) - 1.66%
APPLE INC (AAPL) - 7.37%
#3
DUKE ENERGY CORP (DUK) - 1.66%
MICROSOFT CORP (MSFT) - 4.50%
#4
EVERGY INC (EVRG) - 1.63%
AMAZON.COM INC (AMZN) - 3.82%
#5
FIRSTENERGY CORP (FE) - 1.61%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
DTE ENERGY CO (DTE) - 1.59%
BROADCOM INC (AVGO) - 2.86%
#7
COCA-COLA CO (KO) - 1.56%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CMS ENERGY CORP (CMS) - 1.54%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SOUTHERN CO (SO) - 1.50%
TESLA INC (TSLA) - 1.70%
#10
CONSOLIDATED EDISON INC (ED) - 1.40%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DOMINION ENERGY INC (D) - 1.37%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PPL CORP (PPL) - 1.34%
ELI LILLY AND CO (LLY) - 1.40%
#13
AMERICAN ELECTRIC POWER CO INC (AEP) - 1.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PROCTER & GAMBLE CO (PG) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
XCEL ENERGY INC (XEL) - 1.27%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
EXELON CORP (EXC) - 1.25%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.24%
VISA INC CLASS A (V) - 0.90%
#18
AUTOMATIC DATA PROCESSING INC (ADP) - 1.24%
WALMART INC (WMT) - 0.76%
#19
METLIFE INC (MET) - 1.22%
INTEL CORP (INTC) - 0.75%
#20
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.21%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CNA FINANCIAL CORP (CNA) - 1.20%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
CHEVRON CORP (CVX) - 1.20%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
STATE STREET CORP (STT) - 1.20%
ABBVIE INC (ABBV) - 0.66%
#24
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.20%
CATERPILLAR INC (CAT) - 0.65%
#25
ALTRIA GROUP INC (MO) - 1.17%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings102505

CDC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CDC
+3.63%
SPY
+0.52%
3M
CDC
+5.74%
Winner
SPY
+6.55%
6M
Winner
CDC
+11.72%
SPY
+9.76%
1Y
Winner
CDC
+20.97%
SPY
+20.32%
5Y(CAGR)
CDC
+6.99%
Winner
SPY
+13.01%
10Y(CAGR)
CDC
+10.24%
Winner
SPY
+15.06%
Max(CAGR)
Winner
CDC
+10.12%
SPY
+8.50%

CDC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCDCSPY
2026+16.15%+10.11%
2025+8.93%+18.00%
2024+13.99%+25.59%
2023-5.55%+26.72%
2022-8.07%-18.64%
2021+35.17%+30.52%
2020+12.93%+17.28%
2019+19.64%+31.09%
2018-6.07%-5.24%
2017+15.43%+20.78%
2016+21.97%+13.59%
2015-0.32%+1.31%
2014+7.22%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CDC vs SPY Drawdown Comparison

The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CDC drawdown is -1.32%. The current SPY drawdown is -1.24%.

RankCDCSPY
#1-21.36%
Apr 20, 2022 - Nov 25, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.27%
Jan 17, 2020 - Jun 5, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.13%
Sep 14, 2018 - Oct 23, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.70%
Nov 29, 2024 - Aug 13, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.88%
Jun 8, 2020 - Nov 9, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.89%
Oct 22, 2015 - Mar 3, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.76%
Dec 29, 2014 - Oct 22, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.29%
Jan 26, 2018 - Aug 17, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.67%
Mar 2, 2026 - Apr 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.49%
May 10, 2021 - Aug 11, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.42%
Jan 14, 2022 - Mar 25, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.81%
Nov 15, 2021 - Dec 15, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.80%
Jan 14, 2021 - Feb 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.68%
Jun 23, 2016 - Jul 1, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.61%
Sep 2, 2021 - Oct 20, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CDC and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

CDC vs SPY dividend yield comparison.

YearCDCSPY
20261.60%0.49%
20253.36%1.07%
20243.32%1.21%
20234.24%1.40%
20223.48%1.65%
20212.65%1.20%
20202.48%1.52%
20193.04%1.75%
20183.37%2.04%
20172.81%1.80%
20162.99%2.03%
20153.17%2.06%
20141.20%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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