Compare · 3 funds side by side · dividends reinvested

CSD, IWF and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,683CSD · best of the three

02 / 04

CSD, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.8

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%$121B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSD 2006 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

CSDMeasureIWF

+30.0%Year to dateJan 1 → Nov 4−0.1%

+34.9%1 yearTotal return−3.0%

+35.3%3 years · per year$10,000 became $24,794 · $18,310+22.3%

+15.6%5 years · per year$10,000 became $20,683 · $16,559+10.6%

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

0.12%Trailing 12-mo yield$12 · $37 a year on $10k0.37%

−17.1%Worst dropSmaller is better−15.6%

25.0%VolatilityLower is calmer18.3%

CSDIWF 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 IWF: Top 5 Holdings

Today

CSD

37.8%in top 5

IWF

in top 539.3%

CSDStockIWF

not top 5NVDA15.1%

9.2%GEHCnot top 5

not top 5AAPL8.1%

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common1.3%

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

CSD vs IWF Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

CSDIWFFaded: behind in that period

4–0CSD wins

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

CSD vs IJR

YTD

InvescoCSD

+30.0%

IJRiShares

+19.9%

+30.0%Year to date+19.9%

−17.1%Worst drop · 1Y−9.7%

25.0%Volatility · 1Y15.8%

0.1%Yield1.2%

$212MAssets$108B

3–1IJR wins

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

Cost, Income and Risk

Fees: CSD, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, IWF, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, IWF, IJR

Today

3.2%most shared, CSD and IJR

CSDIWFIJR

CSD—1.3%3.2%

IWF1.3%—0.1%

IJR3.2%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

IJRWorst drop−9.7%15.8% vol

IWFWorst drop−15.6%18.3% 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

IJRCSD

+19.9%Year to date+30.0%

1.2%Yield0.1%

+22.7%Past year+34.9%

0.06%Fee0.66%

2–2level

End-of-day Nov 4, 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 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

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 4, 2026