Compare · 3 funds side by side · dividends reinvested

CSD, SCHB and IWF

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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$43.2B1.5

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

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

CSDMeasureIWF

+25.2%Year to dateJan 1 → Nov 6−5.3%

+29.3%1 yearTotal return−6.5%

+32.7%3 years · per year$10,000 became $23,371 · $17,022+19.4%

+14.5%5 years · per year$10,000 became $19,674 · $15,442+9.1%

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

0.13%Trailing 12-mo yield$13 · $39 a year on $10k0.39%

−17.6%Worst dropSmaller is better−14.6%

25.4%VolatilityLower is calmer19.4%

CSDIWF 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 IWF: Top 5 Holdings

Today

CSD

37.9%in top 5

IWF

in top 539.8%

CSDStockIWF

not top 5NVDA14.1%

10.2%GEHCnot top 5

not top 5AAPL9.0%

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

not top 5MSFT6.6%

6.1%GEVnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common1.1%

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

CSD vs IWF Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

IWFiShares

+9.1%

5 years, per year

CSDIWFFaded: behind in that period

4–0CSD wins

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

CSD vs SCHB

YTD

InvescoCSD

+25.2%

SCHBSchwab

+8.8%

+25.2%Year to date+8.8%

−17.6%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y13.8%

0.1%Yield1.1%

$204MAssets$43.2B

3–1SCHB wins

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

Cost, Income and Risk

Fees: CSD, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

IWF0.39%$39

CSD0.13%$13

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

CSDSCHBIWF

CSD—0.9%1.1%

SCHB0.9%—52.6%

IWF1.1%52.6%—

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

IWFWorst drop−14.6%19.4% 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

SCHBCSD

+8.8%Year to date+25.2%

1.1%Yield0.1%

+9.7%Past year+29.3%

0.03%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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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