Compare · 3 funds side by side · dividends reinvested

CSD, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,683CSD · best of the three

02 / 04

CSD, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.9

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.0%+34.9%+35.3%+15.6%−17.1%25.0%$212M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSD 2006 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$20,683

CSD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

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

CSDMeasureDIA

+30.0%Year to dateJan 1 → Nov 4+12.2%

+34.9%1 yearTotal return+14.2%

+35.3%3 years · per year$10,000 became $24,794 · $16,984+19.3%

+15.6%5 years · per year$10,000 became $20,683 · $16,375+10.4%

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

0.12%Trailing 12-mo yield$12 · $135 a year on $10k1.35%

−17.1%Worst dropSmaller is better−9.8%

25.0%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 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

37.8%in top 5

DIA

in top 533.5%

CSDStockDIA

not top 5GS10.3%

9.2%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

not top 5CAT7.2%

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSD vs DIA Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

DIASPDR

+10.4%

5 years, per year

CSDDIAFaded: behind in that period

4–0CSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSD vs DIA

YTD

InvescoCSD

+30.0%

DIASPDR

+12.2%

+30.0%Year to date+12.2%

−17.1%Worst drop · 1Y−9.8%

25.0%Volatility · 1Y12.9%

0.1%Yield1.3%

$212MAssets$44.9B

3–1DIA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

CSD0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSD, DIA, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

VUG0.40%$40

CSD0.12%$12

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSD, DIA, VUG

Today

20.5%most shared, DIA and VUG

CSDDIAVUG

CSD—0.0%1.4%

DIA0.0%—20.5%

VUG1.4%20.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

CSDWorst drop−17.1%25.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIACSD

+12.2%Year to date+30.0%

1.3%Yield0.1%

+14.2%Past year+34.9%

0.16%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026