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CFO vs SPY

Comparison between VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CFO, delivering a return of +13.3% compared to +3.9%

CFO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CFO
$408M
Winner
SPY
$735B
Expense Ratio
CFO
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CFO
28.20%
SPY
56.47%
Sharpe Ratio
CFO
0.91
Winner
SPY
1.62
5Y Beta
Winner
CFO
0.73
SPY
1.00
P/E Ratio
Winner
CFO
22.40
SPY
28.99
Forward P/E
Winner
CFO
17.50
SPY
22.37
PEG Ratio
CFO
0.32
SPY
N/A
5Y Dividends CAGR
Winner
CFO
11.46%
SPY
5.43%
5Y EPS CAGR
CFO
12.69%
Winner
SPY
26.05%
Debt to Equity
CFO
41.53%
Winner
SPY
32.40%
P/S Ratio
Winner
CFO
1.93
SPY
3.74
P/B Ratio
Winner
CFO
3.39
SPY
5.61

CFO vs SPY - Holdings Comparison

CFO and SPY have 369 common holdings. Overlap is 35.53%

CFO's top 25 holdings weight is 9.14%. SPY's top 25 holdings weight is 52.37%.

RankCFOSPY
#1
IDEX CORP (IEX) - 0.44%
NVIDIA CORP (NVDA) - 8.10%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40%
APPLE INC (AAPL) - 7.02%
#3
MARTIN MARIETTA MATERIALS INC (MLM) - 0.40%
MICROSOFT CORP (MSFT) - 4.79%
#4
HEICO CORP (HEI) - 0.40%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALLIANT ENERGY CORP (LNT) - 0.40%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
WEC ENERGY GROUP INC (WEC) - 0.39%
BROADCOM INC (AVGO) - 3.10%
#7
LOEWS CORP (L) - 0.39%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
DUKE ENERGY CORP (DUK) - 0.39%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
EVERGY INC (EVRG) - 0.39%
TESLA INC (TSLA) - 1.89%
#10
FIRSTENERGY CORP (FE) - 0.38%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AMEREN CORP (AEE) - 0.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
DTE ENERGY CO (DTE) - 0.37%
ELI LILLY AND CO (LLY) - 1.31%
#13
CMS ENERGY CORP (CMS) - 0.37%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CENTERPOINT ENERGY INC (CNP) - 0.37%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ATMOS ENERGY CORP (ATO) - 0.36%
EXXON MOBIL CORP (XOM) - 0.97%
#16
COCA-COLA CO (KO) - 0.35%
INTEL CORP (INTC) - 0.90%
#17
SOUTHERN CO (SO) - 0.35%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CBOE GLOBAL MARKETS INC (CBOE) - 0.35%
VISA INC CLASS A (V) - 0.85%
#19
LINDE PLC (LIN) - 0.35%
WALMART INC (WMT) - 0.81%
#20
TJX COMPANIES INC (TJX) - 0.35%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ENTERGY CORP (ETR) - 0.34%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AFLAC INC (AFL) - 0.34%
CATERPILLAR INC (CAT) - 0.66%
#23
DOMINION ENERGY INC (D) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
GENERAL DYNAMICS CORP (GD) - 0.28%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ALTRIA GROUP INC (MO) - 0.27%
ABBVIE INC (ABBV) - 0.58%
Total Holdings459505

CFO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CFO
+1.08%
Winner
SPY
+1.90%
3M
CFO
+2.09%
Winner
SPY
+8.55%
6M
CFO
+6.64%
Winner
SPY
+8.18%
1Y
CFO
+14.06%
Winner
SPY
+25.79%
5Y(CAGR)
CFO
+3.87%
Winner
SPY
+13.32%
10Y(CAGR)
CFO
+9.31%
Winner
SPY
+15.19%
Max(CAGR)
Winner
CFO
+8.68%
SPY
+8.47%

CFO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCFOSPY
2026+6.04%+8.26%
2025+8.60%+18.00%
2024+15.27%+25.59%
2023-3.59%+26.72%
2022-14.02%-18.64%
2021+27.99%+30.52%
2020+19.35%+17.28%
2019+22.09%+31.09%
2018-9.10%-5.24%
2017+21.81%+20.78%
2016+16.25%+13.59%
2015-0.70%+1.31%
2014+5.54%+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%

CFO vs SPY Drawdown Comparison

The maximum drawdown for CFO was -24.33%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.

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

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

RankCFOSPY
#1-24.33%
Jan 4, 2022 - Nov 11, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.79%
Sep 21, 2018 - Nov 26, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.24%
Nov 29, 2024 - Aug 22, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.57%
Feb 19, 2020 - Aug 5, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.36%
Jun 23, 2015 - Apr 27, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.22%
Jan 26, 2018 - Aug 20, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.77%
Sep 5, 2014 - Oct 31, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.24%
Sep 2, 2020 - Oct 8, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.10%
Mar 2, 2026 - Jun 2, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.67%
Jun 8, 2016 - Jul 11, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.01%
Oct 12, 2020 - Nov 5, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.55%
Nov 16, 2021 - Dec 27, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.23%
Sep 2, 2021 - Oct 21, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.91%
Dec 29, 2014 - Feb 12, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.70%
Jan 20, 2021 - Feb 8, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CFO 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)

CFO vs SPY dividend yield comparison.

YearCFOSPY
20260.49%0.24%
20251.32%1.07%
20241.44%1.21%
20231.72%1.40%
20223.95%1.65%
20211.06%1.20%
20200.90%1.52%
20191.44%1.75%
20181.49%2.04%
20171.18%1.80%
20161.35%2.03%
20151.31%2.06%
20140.50%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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