Compare · 3 funds side by side · dividends reinvested

CSD, IWF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,191CSD · best of the three

02 / 04

CSD, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSD 2006 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $204M$20,191

CSD

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

CSDMeasureIWF

+30.4%Year to dateJan 1 → Nov 9−2.5%

+37.4%1 yearTotal return−2.2%

+33.4%3 years · per year$10,000 became $23,737 · $17,207+19.8%

+15.1%5 years · per year$10,000 became $20,191 · $15,892+9.7%

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

0.12%Trailing 12-mo yield$12 · $38 a year on $10k0.38%

−17.6%Worst dropSmaller is better−14.6%

25.7%VolatilityLower is calmer19.5%

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

4–4Level

End-of-day Nov 9, 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

38.0%in top 5

IWF

in top 539.7%

CSDStockIWF

not top 5NVDA14.3%

9.8%GEHCnot top 5

not top 5AAPL8.8%

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

not top 5MSFT6.5%

6.0%GEVnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common1.1%

End-of-day Nov 9, 2026 · share of each fund

CSD vs IWF Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

IWFiShares

+9.7%

5 years, per year

CSDIWFFaded: behind in that period

4–0CSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSD vs VOO

YTD

InvescoCSD

+30.4%

VOOVanguard

+11.3%

+30.4%Year to date+11.3%

−17.6%Worst drop · 1Y−8.9%

25.7%Volatility · 1Y13.7%

0.1%Yield1.1%

$204MAssets$1.00T

3–1VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSD, IWF, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

IWF0.38%$38

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

IWF$38 − $18 = $20

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSD, IWF, VOO

Today

59.3%most shared, IWF and VOO

CSDIWFVOO

CSD—1.1%1.0%

IWF1.1%—59.3%

VOO1.0%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.4%CSD, at 25.7% volatility

VOOWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

CSDWorst drop−17.6%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOCSD

+11.3%Year to date+30.4%

1.1%Yield0.1%

+13.6%Past year+37.4%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026