Compare · 4 funds side by side · dividends reinvested

CSD, DFAC, VTV and IWF

CSDInvesco×DFACDimensional×VTVVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,181CSD · best of the four

Story of the four · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the four · RiskSmallest drop

CSD, DFAC, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.5

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.0%+34.3%+32.4%+15.1%−17.6%25.6%$204M2.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $204M$20,181

CSD

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CSD vs DFAC: Top 5 Holdings

Today

CSD

38.4%in top 5

DFAC

in top 520.2%

CSDStockDFAC

9.7%GEHCnot top 5

8.0%HONAnot top 5

7.4%VYLRnot top 5

7.2%Qnot top 5

6.2%GEVnot top 5

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

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

CSDMeasureDFAC

+30.0%Year to dateJan 1 → Nov 10+13.7%

+34.3%1 yearTotal return+16.9%

+32.4%3 years · per year$10,000 became $23,211 · $17,492+20.5%

+15.1%5 years · per year$10,000 became $20,181 · $16,689+10.8%

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%

−17.6%Worst dropSmaller is better−8.5%

25.6%VolatilityLower is calmer13.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.6%

not top 5AMZN2.7%

not top 5META2.0%

Held in common1.0%

End-of-day Nov 10, 2026 · share of each fund

CSD vs DFAC Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

DFACDimensional

+10.8%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSD vs VTV

YTD

InvescoCSD

+30.0%

VTVVanguard

+21.0%

+30.0%Year to date+21.0%

−17.6%Worst drop · 1Y−6.4%

25.6%Volatility · 1Y10.8%

0.1%Yield1.8%

$204MAssets$184B

3–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSD, DFAC, VTV, IWF

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAC0.88%$88

IWF0.38%$38

CSD0.12%$12

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, VTV, IWF

Today

40.4%most shared, DFAC and IWF

CSDDFACVTVIWF

CSD—1.0%0.4%1.2%

DFAC1.0%—37.7%40.4%

VTV0.4%37.7%—11.8%

IWF1.2%40.4%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+34.3%CSD, at 25.6% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.5% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCSD

+21.0%Year to date+30.0%

1.8%Yield0.1%

+24.8%Past year+34.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSD, DFAC, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four