Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VOO and VUG

CSDInvesco×DFACDimensional×VOOVanguard×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, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

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%$85.7B2.3

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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 · VOO 2010 · 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

Stocks vs Core: CSD vs VOO

YTD

InvescoCSD

+23.7%

VOOVanguard

+8.4%

+23.7%Year to date+8.4%

−17.6%Worst drop · 1Y−8.9%

25.5%Volatility · 1Y13.5%

0.1%Yield1.1%

$211MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CSD, DFAC, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

DFAC0.21%$21

CSD0.66%$66

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

Yields: CSD, DFAC, VOO, VUG

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

VUG0.43%$43

CSD0.13%$13

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

CSDDFACVOOVUG

CSD—1.0%1.0%1.4%

DFAC1.0%—67.8%36.2%

VOO1.0%67.8%—58.2%

VUG1.4%36.2%58.2%—

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

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% 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

VOOCSD

+8.4%Year to date+23.7%

1.1%Yield0.1%

+9.8%Past year+30.1%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026