Compare · 3 funds side by side · dividends reinvested

CSD, SCHB and IJH

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, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$204M2.0

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

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 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $204M$19,674

CSD

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

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

CSDMeasureSCHB

+25.2%Year to dateJan 1 → Nov 6+8.8%

+29.3%1 yearTotal return+9.7%

+32.7%3 years · per year$10,000 became $23,371 · $17,991+21.6%

+14.5%5 years · per year$10,000 became $19,674 · $16,377+10.4%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.13%Trailing 12-mo yield$13 · $109 a year on $10k1.09%

−17.6%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.8%

CSDSCHB 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 SCHB: Top 5 Holdings

Today

CSD

37.9%in top 5

SCHB

in top 524.8%

CSDStockSCHB

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 5NVDA6.2%

6.1%GEVnot top 5

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common0.9%

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

CSD vs SCHB Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

CSDSCHBFaded: behind in that period

4–0CSD wins

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

CSD vs IJH

YTD

InvescoCSD

+25.2%

IJHiShares

+9.5%

+25.2%Year to date+9.5%

−17.6%Worst drop · 1Y−8.8%

25.4%Volatility · 1Y15.5%

0.1%Yield1.3%

$204MAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: CSD, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

CSD0.66%$66

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

Yields: CSD, SCHB, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SCHB1.09%$109

CSD0.13%$13

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SCHB$109 − $3 = $106

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

CSDSCHBIJH

CSD—0.9%0.7%

SCHB0.9%—4.7%

IJH0.7%4.7%—

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

SCHBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.5% 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

IJHCSD

+9.5%Year to date+25.2%

1.3%Yield0.1%

+12.9%Past year+29.3%

0.05%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026