Compare · 3 funds side by side · dividends reinvested

CSD, IWF and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,647CSD · best of the three

Story of the three · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

CSD, IWF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.5

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.2%+32.1%+32.8%+15.6%−17.6%25.6%$211M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSD 2006 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $211M$20,647

CSD

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

CSDMeasure

More Ways to See the Pairs

CSD vs IWF: Top 5 Holdings

Today

CSD

37.9%in top 5

IWF

in top 538.2%

CSDStockIWF

not top 5NVDA12.8%

9.4%GEHCnot top 5

not top 5AAPL8.8%

8.1%HONAnot top 5

7.3%VYLRnot top 5

Cost, Income and Risk

Fees: CSD, IWF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CSD, IWF, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IWF

+30.2%Year to dateJan 1 → Nov 12−1.5%

+32.1%1 yearTotal return−3.0%

+32.8%3 years · per year$10,000 became $23,417 · $16,957+19.2%

+15.6%5 years · per year$10,000 became $20,647 · $15,697+9.4%

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%

−17.6%Worst dropSmaller is better−14.6%

25.6%VolatilityLower is calmer19.6%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.2%Qnot top 5

not top 5MSFT6.1%

6.0%GEVnot top 5

not top 5GOOGL5.4%

not top 5AVGO5.1%

Held in common1.2%

End-of-day Nov 12, 2026 · share of each fund

CSD vs IWF Returns, Every Period

5Y

InvescoCSD

+15.6%

5 years, per year

IWFiShares

+9.4%

5 years, per year

CSDIWFFaded: behind in that period

4–0CSD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSD vs SPY

YTD

InvescoCSD

+30.2%

SPYSPDR

+11.9%

+30.2%Year to date+11.9%

−17.6%Worst drop · 1Y−8.9%

25.6%Volatility · 1Y13.7%

0.1%Yield1.0%

$211MAssets$793B

3–1SPY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.00%highest, SPY

FundTrailing yieldYield$10k

SPY1.00%$100

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSD, IWF, SPY

Today

56.2%most shared, IWF and SPY

CSDIWFSPY

CSD—1.2%0.9%

IWF1.2%—56.2%

SPY0.9%56.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+32.1%CSD, at 25.6% volatility

SPYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SPYCSD

+11.9%Year to date+30.2%

1.0%Yield0.1%

+12.0%Past year+32.1%

0.09%Fee0.66%

2–2level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CSD, IWF and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three