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$19,674CSD · 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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%$85.6B2.3

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%$204M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

CSD

Invesco S&P Spin-Off ETF · $204M$19,674

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

DFACMeasureCSD

+11.4%Year to dateJan 1 → Nov 6+25.2%

+13.8%1 yearTotal return+29.3%

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

+10.6%5 years · per year$10,000 became $16,525 · $19,674+14.5%

0.21%Expense ratio$21 · $66 a year on $10k · lower is better0.66%

0.90%Trailing 12-mo yield$90 · $13 a year on $10k0.13%

−8.5%Worst dropSmaller is better−17.6%

12.9%VolatilityLower is calmer25.4%

DFACCSD 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

DFAC vs CSD: Top 5 Holdings

Today

DFAC

20.4%in top 5

CSD

in top 537.9%

DFACStockCSD

not top 5GEHC10.2%

not top 5HONA7.7%

not top 5VYLR7.4%

not top 5Q6.6%

not top 5GEV6.1%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.9%

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

DFAC vs CSD Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

CSDInvesco

+14.5%

5 years, per year

DFACCSDFaded: behind in that period

0–4CSD wins

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

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+11.4%

VOOVanguard

+8.7%

+11.4%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.5%

0.9%Yield1.1%

$85.6BAssets$1.00T

3–1DFAC wins

End-of-day Nov 6, 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 6, 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

VUG0.42%$42

CSD0.13%$13

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

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, VOO, VUG

Today

67.3%most shared, DFAC and VOO

CSDDFACVOOVUG

CSD—0.9%1.0%1.4%

DFAC0.9%—67.3%35.7%

VOO1.0%67.3%—58.2%

VUG1.4%35.7%58.2%—

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

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%25.4% vol

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

Paid More vs Made More

YTD

VOOCSD

+8.7%Year to date+25.2%

1.1%Yield0.1%

+9.8%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026