Compare · 2 funds side by side · dividends reinvested

CSD and IVV

CSDInvesco×IVViShares×

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 IVV, 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 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

CSDMeasureIVV

+30.0%Year to dateJan 1 → Nov 4+13.4%

+34.9%1 yearTotal return+13.5%

+35.3%3 years · per year$10,000 became $24,794 · $19,178+24.2%

+15.6%5 years · per year$10,000 became $20,683 · $18,118+12.6%

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

0.12%Trailing 12-mo yield$12 · $109 a year on $10k1.09%

−17.1%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer12.9%

CSDIVV 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 IVV: Top 5 Holdings

Today

CSD

37.8%in top 5

IVV

in top 527.3%

CSDStockIVV

9.2%GEHCnot top 5

not top 5NVDA7.7%

7.6%HONAnot top 5

not top 5AAPL7.4%

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.0%

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

CSD vs IVV Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

IVViShares

+12.6%

5 years, per year

CSDIVVFaded: behind in that period

4–0CSD wins

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

Stocks vs Core: CSD vs IVV

YTD

InvescoCSD

+30.0%

IVViShares

+13.4%

+30.0%Year to date+13.4%

−17.1%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y12.9%

0.1%Yield1.1%

$212MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: CSD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CSD0.66%$66

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

Yields: CSD, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

CSD0.12%$12

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, IVV

Today

1.0%most shared, CSD and IVV

CSDIVV

CSD—1.0%

IVV1.0%—

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

IVVWorst drop−8.9%12.9% 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

IVVCSD

+13.4%Year to date+30.0%

1.1%Yield0.1%

+13.5%Past year+34.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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