Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VTV and IWF

CSDInvesco×DFACDimensional×VTVVanguard×IWFiShares×

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, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.6

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%$209M2.5

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%$87.6B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B3.4

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $209M$20,683

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$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 VTV

YTD

InvescoCSD

+30.0%

VTVVanguard

+22.8%

+30.0%Year to date+22.8%

−17.1%Worst drop · 1Y−6.4%

25.0%Volatility · 1Y10.2%

0.1%Yield1.8%

$209MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CSD, DFAC, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

CSD0.66%$66

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

Yields: CSD, DFAC, VTV, IWF

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFAC0.87%$87

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, DFAC, VTV, IWF

Today

40.8%most shared, DFAC and IWF

CSDDFACVTVIWF

CSD—1.0%0.4%1.3%

DFAC1.0%—37.7%40.8%

VTV0.4%37.7%—12.1%

IWF1.3%40.8%12.1%—

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

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% 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

VTVCSD

+22.8%Year to date+30.0%

1.8%Yield0.1%

+27.5%Past year+34.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026