Compare · 3 funds side by side · dividends reinvested

CSD, DCOR and VUG

CSDInvesco×DCORDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,683CSD · best of the three

02 / 04

CSD, DCOR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.6B1.7

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.0%+34.9%+35.3%+15.6%−17.1%25.0%$212M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSD 2006 · DCOR 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$20,683

CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSDMeasureDCOR

+30.0%Year to dateJan 1 → Nov 4+15.9%

+34.9%1 yearTotal return+17.4%

+35.3%3 years · per year$10,000 became $24,794 · $18,904+23.6%

+15.6%5 years · per year$10,000 became $20,683 · […][…]

0.66%Expense ratio$66 · $17 a year on $10k · lower is better0.17%

0.12%Trailing 12-mo yield$12 · $89 a year on $10k0.89%

−17.1%Worst dropSmaller is better−8.3%

25.0%VolatilityLower is calmer12.2%

CSDDCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs DCOR: Top 5 Holdings

Today

CSD

37.8%in top 5

DCOR

in top 520.2%

CSDStockDCOR

9.2%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5AAPL5.8%

not top 5NVDA5.7%

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

CSD vs DCOR Returns, Every Period

InvescoCSD

+34.9%

past year

DCORDimensional

+17.4%

past year

CSDDCORFaded: behind in that period

3–0CSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSD vs DCOR

YTD

InvescoCSD

+30.0%

DCORDimensional

+15.9%

+30.0%Year to date+15.9%

−17.1%Worst drop · 1Y−8.3%

25.0%Volatility · 1Y12.2%

0.1%Yield0.9%

$212MAssets$45.6B

3–1DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DCOR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

CSD0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSD, DCOR, VUG

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

VUG0.40%$40

CSD0.12%$12

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSD, DCOR, VUG

Today

38.3%most shared, DCOR and VUG

CSDDCORVUG

CSD—0.9%1.4%

DCOR0.9%—38.3%

VUG1.4%38.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

DCORWorst drop−8.3%12.2% vol

VUGWorst drop−16.1%18.2% vol

CSDWorst drop−17.1%25.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DCORCSD

+15.9%Year to date+30.0%

0.9%Yield0.1%

+17.4%Past year+34.9%

0.17%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026