Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, IWF and VUG

CSDInvesco×DFACDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,358CSD · best of the four

02 / 04

CSD, DFAC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$211M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,358

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

CSDMeasureDFAC

+23.7%Year to dateJan 1 → Nov 5+11.2%

+30.1%1 yearTotal return+14.3%

+32.5%3 years · per year$10,000 became $23,283 · $17,812+21.2%

+14.1%5 years · per year$10,000 became $19,358 · $16,526+10.6%

0.66%Expense ratio$66 · $21 a year on $10k · lower is better0.21%

0.13%Trailing 12-mo yield$13 · $90 a year on $10k0.90%

−17.6%Worst dropSmaller is better−8.5%

25.5%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

CSD vs DFAC: Top 5 Holdings

Today

CSD

37.8%in top 5

DFAC

in top 520.5%

CSDStockDFAC

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.0%

End-of-day Nov 5, 2026 · share of each fund

CSD vs DFAC Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSD vs DFAC

YTD

InvescoCSD

+23.7%

DFACDimensional

+11.2%

+23.7%Year to date+11.2%

−17.6%Worst drop · 1Y−8.5%

25.5%Volatility · 1Y12.9%

0.1%Yield0.9%

$211MAssets$85.7B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DFAC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, DFAC, IWF, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

VUG0.43%$43

IWF0.39%$39

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSDDFACIWFVUG

CSD—1.0%1.2%1.4%

DFAC1.0%—40.8%36.2%

IWF1.2%40.8%—78.0%

VUG1.4%36.2%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+30.1%CSD, at 25.5% volatility

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCSD

+11.2%Year to date+23.7%

0.9%Yield0.1%

+14.3%Past year+30.1%

0.21%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026