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CFA vs SPY

Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CFA, delivering a return of +13.3% compared to +7.7%

CFA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CFA
$532M
Winner
SPY
$735B
Expense Ratio
CFA
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CFA
37.86%
SPY
56.47%
Sharpe Ratio
CFA
0.91
Winner
SPY
1.62
5Y Beta
Winner
CFA
0.74
SPY
1.00
P/E Ratio
Winner
CFA
22.14
SPY
28.99
Forward P/E
Winner
CFA
17.51
SPY
22.37
PEG Ratio
CFA
0.34
SPY
N/A
5Y Dividends CAGR
Winner
CFA
11.08%
SPY
5.43%
5Y EPS CAGR
CFA
13.46%
Winner
SPY
26.05%
Debt to Equity
Winner
CFA
29.29%
SPY
32.40%
P/S Ratio
Winner
CFA
1.95
SPY
3.74
P/B Ratio
Winner
CFA
3.30
SPY
5.61

CFA vs SPY - Holdings Comparison

CFA and SPY have 407 common holdings. Overlap is 40.81%

CFA's top 25 holdings weight is 9.01%. SPY's top 25 holdings weight is 52.37%.

RankCFASPY
#1
ALLIANT ENERGY CORP (LNT) - 0.40%
NVIDIA CORP (NVDA) - 8.10%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40%
APPLE INC (AAPL) - 7.02%
#3
WEC ENERGY GROUP INC (WEC) - 0.39%
MICROSOFT CORP (MSFT) - 4.79%
#4
DUKE ENERGY CORP (DUK) - 0.39%
AMAZON.COM INC (AMZN) - 4.02%
#5
AMEREN CORP (AEE) - 0.39%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
LOEWS CORP (L) - 0.39%
BROADCOM INC (AVGO) - 3.10%
#7
EVERGY INC (EVRG) - 0.39%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
FIRSTENERGY CORP (FE) - 0.38%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CMS ENERGY CORP (CMS) - 0.37%
TESLA INC (TSLA) - 1.89%
#10
DTE ENERGY CO (DTE) - 0.37%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CENTERPOINT ENERGY INC (CNP) - 0.37%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ATMOS ENERGY CORP (ATO) - 0.36%
ELI LILLY AND CO (LLY) - 1.31%
#13
COCA-COLA CO (KO) - 0.36%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
TJX COMPANIES INC (TJX) - 0.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LINDE PLC (LIN) - 0.35%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CBOE GLOBAL MARKETS INC (CBOE) - 0.35%
INTEL CORP (INTC) - 0.90%
#17
SOUTHERN CO (SO) - 0.35%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ENTERGY CORP (ETR) - 0.34%
VISA INC CLASS A (V) - 0.85%
#19
AFLAC INC (AFL) - 0.34%
WALMART INC (WMT) - 0.81%
#20
DOMINION ENERGY INC (D) - 0.33%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NISOURCE INC (NI) - 0.33%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CONSOLIDATED EDISON INC (ED) - 0.33%
CATERPILLAR INC (CAT) - 0.66%
#23
CISCO SYSTEMS INC (CSCO) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BANK OF NEW YORK MELLON CORP (BNY) - 0.33%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
JOHNSON & JOHNSON (JNJ) - 0.32%
ABBVIE INC (ABBV) - 0.58%
Total Holdings501505

CFA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CFA
+1.04%
Winner
SPY
+1.90%
3M
CFA
+2.06%
Winner
SPY
+8.55%
6M
CFA
+6.62%
Winner
SPY
+8.18%
1Y
CFA
+13.80%
Winner
SPY
+25.79%
5Y(CAGR)
CFA
+7.74%
Winner
SPY
+13.32%
10Y(CAGR)
CFA
+11.35%
Winner
SPY
+15.19%
Max(CAGR)
Winner
CFA
+10.37%
SPY
+8.47%

CFA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCFASPY
2026+6.07%+8.26%
2025+8.76%+18.00%
2024+15.26%+25.59%
2023+11.98%+26.72%
2022-10.96%-18.64%
2021+27.98%+30.52%
2020+11.49%+17.28%
2019+31.11%+31.09%
2018-9.01%-5.24%
2017+21.65%+20.78%
2016+16.93%+13.59%
2015+0.12%+1.31%
2014+4.74%+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%

CFA vs SPY Drawdown Comparison

The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

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

The current CFA drawdown is -0.90%. The current SPY drawdown is -2.90%.

RankCFASPY
#1-37.73%
Feb 19, 2020 - Nov 5, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.87%
Dec 29, 2021 - Jan 29, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.84%
Sep 20, 2018 - Apr 30, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.28%
Nov 29, 2024 - Aug 22, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.17%
Jun 23, 2015 - Apr 27, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.12%
Jan 26, 2018 - Aug 17, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.52%
Sep 17, 2014 - Oct 29, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.13%
Mar 2, 2026 - Jun 2, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.65%
Jun 8, 2016 - Jul 11, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.21%
Jul 26, 2019 - Oct 29, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.85%
Apr 30, 2019 - Jun 20, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.54%
Nov 16, 2021 - Dec 27, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.53%
Mar 28, 2024 - Jul 12, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.29%
Nov 26, 2014 - Dec 29, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.13%
Sep 2, 2021 - Oct 21, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CFA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

CFA vs SPY dividend yield comparison.

YearCFASPY
20260.38%0.24%
20251.29%1.07%
20241.32%1.21%
20231.42%1.40%
20221.59%1.65%
20211.04%1.20%
20201.21%1.52%
20191.35%1.75%
20181.50%2.04%
20171.15%1.80%
20161.37%2.03%
20151.31%2.06%
20140.63%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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