Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VOO and IJH

CSDInvesco×DFACDimensional×VOOVanguard×IJHiShares×

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

02 / 04

CSD, DFAC, VOO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.3

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%$212M2.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.8

Rank among the four1st → 4thFee, 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 · DFAC 2005 · VOO 2010 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

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

CSDMeasureDFAC

+30.0%Year to dateJan 1 → Nov 4+15.8%

+34.9%1 yearTotal return+17.7%

+35.3%3 years · per year$10,000 became $24,794 · $18,682+23.2%

+15.6%5 years · per year$10,000 became $20,683 · $17,417+11.7%

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

0.12%Trailing 12-mo yield$12 · $87 a year on $10k0.87%

−17.1%Worst dropSmaller is better−8.5%

25.0%VolatilityLower is calmer12.3%

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

4–4Level

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 DFAC: Top 5 Holdings

Today

CSD

37.8%in top 5

DFAC

in top 520.1%

CSDStockDFAC

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 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

Held in common1.0%

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

CSD vs DFAC Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

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

CSD vs IJH

YTD

InvescoCSD

+30.0%

IJHiShares

+13.9%

+30.0%Year to date+13.9%

−17.1%Worst drop · 1Y−8.8%

25.0%Volatility · 1Y15.0%

0.1%Yield1.2%

$212MAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: CSD, DFAC, VOO, IJH

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

DFAC0.21%$21

CSD0.66%$66

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

Yields: CSD, DFAC, VOO, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

VOO1.05%$105

DFAC0.87%$87

CSD0.12%$12

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

VOO$105 − $3 = $102

DFAC$87 − $21 = $66

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, DFAC, VOO, IJH

Today

67.6%most shared, DFAC and VOO

CSDDFACVOOIJH

CSD—1.0%1.0%0.7%

DFAC1.0%—67.6%11.5%

VOO1.0%67.6%—0.1%

IJH0.7%11.5%0.1%—

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

Return vs Bumpiness: 4 ETFs

+34.9%CSD, at 25.0% volatility

DFACWorst drop−8.5%12.3% vol

VOOWorst drop−8.9%12.8% vol

IJHWorst drop−8.8%15.0% 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

IJHCSD

+13.9%Year to date+30.0%

1.2%Yield0.1%

+16.4%Past year+34.9%

0.05%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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