Compare · 3 funds side by side · dividends reinvested

CSD, IWB and IWF

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, IWB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.5

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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 · IWB 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

IWB

iShares Russell 1000 ETF · $48.5B$16,543

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

CSDMeasureIWB

+30.0%Year to dateJan 1 → Nov 5+13.0%

+34.9%1 yearTotal return+13.2%

+35.3%3 years · per year$10,000 became $24,794 · $19,023+23.9%

+15.6%5 years · per year$10,000 became $20,683 · $17,459+11.8%

0.66%Expense ratio$66 · $15 a year on $10k · lower is better0.15%

0.12%Trailing 12-mo yield$12 · $91 a year on $10k0.91%

−17.1%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer12.9%

CSDIWB 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 IWB: Top 5 Holdings

Today

CSD

37.8%in top 5

IWB

in top 525.6%

CSDStockIWB

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

not top 5AAPL7.1%

6.8%Qnot top 5

not top 5NVDA6.6%

6.2%GEVnot top 5

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common0.9%

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

CSD vs IWB Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

IWBiShares

+11.8%

5 years, per year

CSDIWBFaded: behind in that period

4–0CSD wins

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

CSD vs IWB

YTD

InvescoCSD

+30.0%

IWBiShares

+13.0%

+30.0%Year to date+13.0%

−17.1%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y12.9%

0.1%Yield0.9%

$212MAssets$48.5B

3–1IWB wins

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

Cost, Income and Risk

Fees: CSD, IWB, IWF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, IWB, IWF

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, IWB, IWF

Today

55.4%most shared, IWB and IWF

CSDIWBIWF

CSD—0.9%1.2%

IWB0.9%—55.4%

IWF1.2%55.4%—

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

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

IWBWorst drop−8.9%12.9% vol

IWFWorst drop−15.6%18.3% vol

CSDWorst drop−17.1%25.0% vol

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

Paid More vs Made More

YTD

IWBCSD

+13.0%Year to date+30.0%

0.9%Yield0.1%

+13.2%Past year+34.9%

0.15%Fee0.66%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026