Compare · 2 funds side by side · dividends reinvested

CSD and IJR

CSDInvesco×IJRiShares×

Versus in desk

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

02 / 04

CSD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$212M1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.5

Rank among the two1st → 2ndFee, 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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

CSDMeasureIJR

+30.0%Year to dateJan 1 → Nov 4+19.9%

+34.9%1 yearTotal return+22.7%

+35.3%3 years · per year$10,000 became $24,794 · $16,979+19.3%

+15.6%5 years · per year$10,000 became $20,683 · $13,920+6.8%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $120 a year on $10k1.20%

−17.1%Worst dropSmaller is better−9.7%

25.0%VolatilityLower is calmer15.8%

CSDIJR 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 IJR: Top 5 Holdings

Today

CSD

37.8%in top 5

IJR

in top 52.7%

CSDStockIJR

9.2%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common3.2%

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

CSD vs IJR Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

IJRiShares

+6.8%

5 years, per year

CSDIJRFaded: behind in that period

4–0CSD wins

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

CSD vs IJR

YTD

InvescoCSD

+30.0%

IJRiShares

+19.9%

+30.0%Year to date+19.9%

−17.1%Worst drop · 1Y−9.7%

25.0%Volatility · 1Y15.8%

0.1%Yield1.2%

$212MAssets$108B

3–1IJR wins

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

Cost, Income and Risk

Fees: CSD, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

CSD0.66%$66

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

Yields: CSD, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

CSD0.12%$12

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, IJR

Today

3.2%most shared, CSD and IJR

CSDIJR

CSD—3.2%

IJR3.2%—

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

Return vs Bumpiness: 2 ETFs

+34.9%CSD, at 25.0% volatility

IJRWorst drop−9.7%15.8% 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

IJRCSD

+19.9%Year to date+30.0%

1.2%Yield0.1%

+22.7%Past year+34.9%

0.06%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026