Compare · 3 funds side by side · dividends reinvested

CSD, IVV and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,358CSD · best of the three

02 / 04

CSD, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$212M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$19,358

CSD

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSDMeasureIVV

+23.7%Year to dateJan 1 → Nov 5+8.4%

+30.1%1 yearTotal return+9.7%

+32.5%3 years · per year$10,000 became $23,283 · $18,221+22.1%

+14.1%5 years · per year$10,000 became $19,358 · $17,151+11.4%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.13%Trailing 12-mo yield$13 · $114 a year on $10k1.14%

−17.6%Worst dropSmaller is better−8.9%

25.5%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

CSD vs IVV: Top 5 Holdings

Today

CSD

37.8%in top 5

IVV

in top 527.7%

CSDStockIVV

9.9%GEHCnot top 5

not top 5AAPL7.7%

7.6%HONAnot top 5

not top 5NVDA7.3%

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.9%

End-of-day Nov 5, 2026 · share of each fund

CSD vs IVV Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

CSDIVVFaded: behind in that period

4–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSD vs IVV

YTD

InvescoCSD

+23.7%

IVViShares

+8.4%

+23.7%Year to date+8.4%

−17.6%Worst drop · 1Y−8.9%

25.5%Volatility · 1Y13.6%

0.1%Yield1.1%

$212MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, IVV, VTI

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VTI1.10%$110

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, IVV, VTI

Today

86.5%most shared, IVV and VTI

CSDIVVVTI

CSD—0.9%1.0%

IVV0.9%—86.5%

VTI1.0%86.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%CSD, at 25.5% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCSD

+8.4%Year to date+23.7%

1.1%Yield0.1%

+9.7%Past year+30.1%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026