Compare · 3 funds side by side · dividends reinvested

CSD, DIA and IJH

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, DIA and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.0

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 · DIA 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSDMeasureDIA

+30.4%Year to dateJan 1 → Nov 9+10.1%

+37.4%1 yearTotal return+13.2%

+33.4%3 years · per year$10,000 became $23,737 · $16,221+17.5%

+15.1%5 years · per year$10,000 became $20,191 · $15,889+9.7%

0.66%Expense ratio$66 · $16 a year on $10k · lower is better0.16%

0.12%Trailing 12-mo yield$12 · $137 a year on $10k1.37%

−17.6%Worst dropSmaller is better−9.8%

25.7%VolatilityLower is calmer13.6%

CSDDIA 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

CSD vs DIA: Top 5 Holdings

Today

CSD

38.0%in top 5

DIA

in top 532.9%

CSDStockDIA

not top 5GS10.0%

9.8%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

not top 5CAT6.5%

not top 5MSFT6.1%

6.0%GEVnot top 5

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

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

CSD vs DIA Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

DIASPDR

+9.7%

5 years, per year

CSDDIAFaded: behind in that period

4–0CSD wins

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

CSD vs DIA

YTD

InvescoCSD

+30.4%

DIASPDR

+10.1%

+30.4%Year to date+10.1%

−17.6%Worst drop · 1Y−9.8%

25.7%Volatility · 1Y13.6%

0.1%Yield1.4%

$204MAssets$44.0B

3–1DIA wins

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

Cost, Income and Risk

Fees: CSD, DIA, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DIA0.16%$16

CSD0.66%$66

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

Yields: CSD, DIA, IJH

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IJH1.21%$121

CSD0.12%$12

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IJH$121 − $5 = $116

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, DIA, IJH

Today

0.7%most shared, CSD and IJH

CSDDIAIJH

CSD—0.0%0.7%

DIA0.0%—0.0%

IJH0.7%0.0%—

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

DIAWorst drop−9.8%13.6% vol

IJHWorst drop−8.8%15.8% 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

DIACSD

+10.1%Year to date+30.4%

1.4%Yield0.1%

+13.2%Past year+37.4%

0.16%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026