Compare · 3 funds side by side · dividends reinvested

CSD, IWB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,674CSD · best of the three

02 / 04

CSD, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M2.0

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

IWB

iShares Russell 1000 ETF · $46.6B$16,575

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

CSDMeasureIWB

+25.2%Year to dateJan 1 → Nov 6+8.5%

+29.3%1 yearTotal return+9.6%

+32.7%3 years · per year$10,000 became $23,371 · $17,966+21.6%

+14.5%5 years · per year$10,000 became $19,674 · $16,575+10.6%

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

0.13%Trailing 12-mo yield$13 · $95 a year on $10k0.95%

−17.6%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 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

37.9%in top 5

IWB

in top 525.6%

CSDStockIWB

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

not top 5AAPL7.1%

6.6%Qnot top 5

not top 5NVDA6.6%

6.1%GEVnot top 5

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

CSD vs IWB Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

IWBiShares

+10.6%

5 years, per year

CSDIWBFaded: behind in that period

4–0CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSD vs VTV

YTD

InvescoCSD

+25.2%

VTVVanguard

+18.5%

+25.2%Year to date+18.5%

−17.6%Worst drop · 1Y−6.4%

25.4%Volatility · 1Y10.7%

0.1%Yield1.9%

$211MAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, IWB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWB0.95%$95

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWB$95 − $15 = $80

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, IWB, VTV

Today

40.8%most shared, IWB and VTV

CSDIWBVTV

CSD—0.9%0.4%

IWB0.9%—40.8%

VTV0.4%40.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

VTVWorst drop−6.4%10.7% vol

IWBWorst drop−8.9%13.6% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCSD

+18.5%Year to date+25.2%

1.9%Yield0.1%

+22.9%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026