Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VO and VUG

CSDInvesco×DFACDimensional×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,674CSD · best of the four

02 / 04

CSD, DFAC, VO 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%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

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

CSDMeasureDFAC

+25.2%Year to dateJan 1 → Nov 6+11.4%

+29.3%1 yearTotal return+13.8%

+32.7%3 years · per year$10,000 became $23,371 · $17,722+21.0%

+14.5%5 years · per year$10,000 became $19,674 · $16,525+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%

25.4%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 6, 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

37.9%in top 5

DFAC

in top 520.4%

CSDStockDFAC

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

6.1%GEVnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

CSD vs DFAC Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSD vs VO

YTD

InvescoCSD

+25.2%

VOVanguard

+10.6%

+25.2%Year to date+10.6%

−17.6%Worst drop · 1Y−8.2%

25.4%Volatility · 1Y12.9%

0.1%Yield1.4%

$211MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DFAC, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, DFAC, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

VUG0.42%$42

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, VO, VUG

Today

35.7%most shared, DFAC and VUG

CSDDFACVOVUG

CSD—0.9%0.9%1.4%

DFAC0.9%—19.7%35.7%

VO0.9%19.7%—10.2%

VUG1.4%35.7%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.3%CSD, at 25.4% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOCSD

+10.6%Year to date+25.2%

1.4%Yield0.1%

+11.6%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026