Compare · 3 funds side by side · dividends reinvested

CSD, IJR and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,219CSD · best of the three

Story of the three · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the three · RiskSmallest drop

CSD, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+31.7%+33.9%+33.1%+15.1%−17.6%25.6%$211M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSD 2006 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $211M$20,219

CSD

IJR

iShares Core S&P Small-Cap ETF · $107B$13,039

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

CSDMeasure

More Ways to See the Pairs

CSD vs IJR: Top 5 Holdings

Today

CSD

38.2%in top 5

IJR

in top 52.7%

CSDStockIJR

9.6%GEHCnot top 5

8.1%HONAnot top 5

7.4%VYLRnot top 5

7.1%Qnot top 5

6.0%GEVnot top 5

Cost, Income and Risk

Fees: CSD, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CSD, IJR, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IJR

+31.7%Year to dateJan 1 → Nov 11+19.4%

+33.9%1 yearTotal return+21.0%

+33.1%3 years · per year$10,000 became $23,559 · $15,982+16.9%

+15.1%5 years · per year$10,000 became $20,219 · $13,039+5.5%

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%

−17.6%Worst dropSmaller is better−9.7%

25.6%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common3.2%

End-of-day Nov 11, 2026 · share of each fund

CSD vs IJR Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

IJRiShares

+5.5%

5 years, per year

CSDIJRFaded: behind in that period

4–0CSD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CSD vs IJR

YTD

InvescoCSD

+31.7%

IJRiShares

+19.4%

+31.7%Year to date+19.4%

−17.6%Worst drop · 1Y−9.7%

25.6%Volatility · 1Y16.3%

0.1%Yield1.2%

$211MAssets$107B

3–1IJR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IWF0.37%$37

CSD0.12%$12

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSD, IJR, IWF

Today

3.2%most shared, CSD and IJR

CSDIJRIWF

CSD—3.2%1.1%

IJR3.2%—0.1%

IWF1.1%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+33.9%CSD, at 25.6% volatility

IJRWorst drop−9.7%16.3% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRCSD

+19.4%Year to date+31.7%

1.2%Yield0.1%

+21.0%Past year+33.9%

0.06%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

CSD, IJR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three