Compare · 3 funds side by side · dividends reinvested

CSD, DFAC and VUG

CSDInvesco×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,191CSD · best of the three

02 / 04

CSD, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

CSD

Invesco S&P Spin-Off ETF · $204M$20,191

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

VUGMeasureCSD

+4.2%Year to dateJan 1 → Nov 9+30.4%

+4.7%1 yearTotal return+37.4%

+22.9%3 years · per year$10,000 became $18,569 · $23,737+33.4%

+10.6%5 years · per year$10,000 became $16,565 · $20,191+15.1%

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

0.41%Trailing 12-mo yield$41 · $12 a year on $10k0.12%

−15.1%Worst dropSmaller is better−17.6%

19.1%VolatilityLower is calmer25.7%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs CSD: Top 5 Holdings

Today

VUG

45.2%in top 5

CSD

in top 538.0%

VUGStockCSD

13.5%NVDAnot top 5

12.5%AAPLnot top 5

not top 5GEHC9.8%

9.7%MSFTnot top 5

not top 5HONA7.7%

not top 5VYLR7.4%

not top 5Q7.0%

not top 5GEV6.0%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

VUG vs CSD Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

CSDInvesco

+15.1%

5 years, per year

VUGCSDFaded: behind in that period

0–4CSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VUG vs DFAC

YTD

VanguardVUG

+4.2%

DFACDimensional

+14.1%

+4.2%Year to date+14.1%

−15.1%Worst drop · 1Y−8.5%

19.1%Volatility · 1Y13.1%

0.4%Yield0.9%

$233BAssets$87.7B

4–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSD, DFAC, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

CSDDFACVUG

CSD—0.9%1.4%

DFAC0.9%—35.8%

VUG1.4%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.4%CSD, at 25.7% volatility

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

CSDWorst drop−17.6%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCSD

+14.1%Year to date+30.4%

0.9%Yield0.1%

+17.7%Past year+37.4%

0.21%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026