Compare · 3 funds side by side · dividends reinvested

CSD, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,674CSD · best of the three

02 / 04

CSD, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.6

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%$211M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

Rank among the three1st → 3rdFee, 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 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

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

CSDMeasureDIA

+25.2%Year to dateJan 1 → Nov 6+7.8%

+29.3%1 yearTotal return+9.9%

+32.7%3 years · per year$10,000 became $23,371 · $16,149+17.3%

+14.5%5 years · per year$10,000 became $19,674 · $15,590+9.3%

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

0.13%Trailing 12-mo yield$13 · $140 a year on $10k1.40%

−17.6%Worst dropSmaller is better−9.8%

25.4%VolatilityLower is calmer13.4%

CSDDIA 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

CSD vs DIA: Top 5 Holdings

Today

CSD

37.9%in top 5

DIA

in top 532.7%

CSDStockDIA

10.2%GEHCnot top 5

not top 5GS10.0%

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

not top 5CAT6.4%

not top 5MSFT6.2%

6.1%GEVnot top 5

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

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

CSD vs DIA Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

DIASPDR

+9.3%

5 years, per year

CSDDIAFaded: behind in that period

4–0CSD wins

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

CSD vs DIA

YTD

InvescoCSD

+25.2%

DIASPDR

+7.8%

+25.2%Year to date+7.8%

−17.6%Worst drop · 1Y−9.8%

25.4%Volatility · 1Y13.4%

0.1%Yield1.4%

$211MAssets$45.9B

3–1DIA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IWF0.39%$39

CSD0.13%$13

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, DIA, IWF

Today

21.7%most shared, DIA and IWF

CSDDIAIWF

CSD—0.0%1.1%

DIA0.0%—21.7%

IWF1.1%21.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.4% 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

DIACSD

+7.8%Year to date+25.2%

1.4%Yield0.1%

+9.9%Past year+29.3%

0.16%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026