Compare · 3 funds side by side · dividends reinvested

CSD, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,358CSD · best of the three

02 / 04

CSD, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$212M2.0

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$19,358

CSD

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

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

CSDMeasureSCHB

+23.7%Year to dateJan 1 → Nov 5+8.4%

+30.1%1 yearTotal return+9.8%

+32.5%3 years · per year$10,000 became $23,283 · $18,100+21.9%

+14.1%5 years · per year$10,000 became $19,358 · $16,348+10.3%

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%

25.5%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 5, 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

37.8%in top 5

SCHB

in top 524.8%

CSDStockSCHB

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

not top 5AAPL6.9%

6.8%Qnot top 5

not top 5NVDA6.5%

6.2%GEVnot top 5

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.9%

End-of-day Nov 5, 2026 · share of each fund

CSD vs SCHB Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

CSDSCHBFaded: behind in that period

4–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSD vs VTV

YTD

InvescoCSD

+23.7%

VTVVanguard

+19.0%

+23.7%Year to date+19.0%

−17.6%Worst drop · 1Y−6.4%

25.5%Volatility · 1Y10.7%

0.1%Yield1.9%

$212MAssets$184B

3–1VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, SCHB, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

SCHB1.09%$109

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SCHB$109 − $3 = $106

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, SCHB, VTV

Today

39.1%most shared, SCHB and VTV

CSDSCHBVTV

CSD—0.9%0.4%

SCHB0.9%—39.1%

VTV0.4%39.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%CSD, at 25.5% volatility

VTVWorst drop−6.4%10.7% vol

SCHBWorst drop−8.9%13.8% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCSD

+19.0%Year to date+23.7%

1.9%Yield0.1%

+24.0%Past year+30.1%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026