Compare · 3 funds side by side · dividends reinvested

CSD, DIA and VTV

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

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

Story of the three · RiskSmallest drop

CSD, DIA and VTV, 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%$212M2.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.38%+9.8%+12.7%+17.1%+9.5%−9.8%13.6%$45.3B2.5

Rank among the three1st → 3rdFee, 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 · DIA 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $212M$20,181

CSD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,777

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

CSDMeasure

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CSD vs DIA: Top 5 Holdings

Today

CSD

38.4%in top 5

DIA

in top 533.3%

CSDStockDIA

not top 5GS10.3%

9.7%GEHCnot top 5

8.0%HONAnot top 5

7.4%VYLRnot top 5

7.2%Qnot top 5

Cost, Income and Risk

Fees: CSD, DIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DIA0.16%$16

CSD0.66%$66

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

Yields: CSD, DIA, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DIA

+30.0%Year to dateJan 1 → Nov 10+9.8%

+34.3%1 yearTotal return+12.7%

+32.4%3 years · per year$10,000 became $23,211 · $16,066+17.1%

+15.1%5 years · per year$10,000 became $20,181 · $15,777+9.5%

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

0.12%Trailing 12-mo yield$12 · $138 a year on $10k1.38%

−17.6%Worst dropSmaller is better−9.8%

25.6%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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CAT6.8%

not top 5MSFT6.2%

6.2%GEVnot top 5

not top 5AMGN5.3%

not top 5V4.8%

Held in common0.0%

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

CSD vs DIA Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

DIASPDR

+9.5%

5 years, per year

CSDDIAFaded: 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%

$212MAssets$184B

3–1VTV wins

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

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DIA1.38%$138

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

DIA$138 − $16 = $122

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, DIA, VTV

Today

23.4%most shared, DIA and VTV

CSDDIAVTV

CSD—0.0%0.4%

DIA0.0%—23.4%

VTV0.4%23.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+34.3%CSD, at 25.6% volatility

VTVWorst drop−6.4%10.8% vol

DIAWorst drop−9.8%13.6% 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

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CSD, DIA and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three