Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VOO and VTV

CSDInvesco×DFACDimensional×VOOVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,419CSD · best of the four

02 / 04

CSD, DFAC, VOO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.9%+35.6%+36.1%+15.3%−17.1%25.0%$209M2.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B2.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · VOO 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $209M$20,419

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

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

CSDMeasureDFAC

+30.9%Year to dateJan 1 → Nov 3+14.1%

+35.6%1 yearTotal return+16.0%

+36.1%3 years · per year$10,000 became $25,213 · $18,595+23.0%

+15.3%5 years · per year$10,000 became $20,419 · $16,976+11.2%

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

0.12%Trailing 12-mo yield$12 · $88 a year on $10k0.88%

−17.1%Worst dropSmaller is better−8.5%

25.0%VolatilityLower is calmer12.2%

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

4–4Level

End-of-day Nov 3, 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 519.9%

CSDStockDFAC

9.2%GEHCnot top 5

7.8%HONAnot top 5

7.6%VYLRnot top 5

6.7%Qnot top 5

6.5%GEVnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

Held in common1.0%

End-of-day Nov 3, 2026 · share of each fund

CSD vs DFAC Returns, Every Period

InvescoCSD

+15.3%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSD vs VTV

YTD

InvescoCSD

+30.9%

VTVVanguard

+21.0%

+30.9%Year to date+21.0%

−17.1%Worst drop · 1Y−6.4%

25.0%Volatility · 1Y10.1%

0.1%Yield1.8%

$209MAssets$184B

3–1VTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DFAC, VOO, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSD, DFAC, VOO, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VOO1.07%$107

DFAC0.88%$88

CSD0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, VOO, VTV

Today

67.3%most shared, DFAC and VOO

CSDDFACVOOVTV

CSD—1.0%1.0%0.4%

DFAC1.0%—67.3%38.0%

VOO1.0%67.3%—41.1%

VTV0.4%38.0%41.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+35.6%CSD, at 25.0% volatility

VTVWorst drop−6.4%10.1% vol

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

CSDWorst drop−17.1%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCSD

+21.0%Year to date+30.9%

1.8%Yield0.1%

+25.0%Past year+35.6%

0.03%Fee0.66%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026