Compare · 3 funds side by side · dividends reinvested

CSD, SCHB and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,181CSD · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

CSD, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.0%+34.3%+32.4%+15.1%−17.6%25.6%$204M2.0

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.2B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSD 2006 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $204M$20,181

CSD

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,600

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

CSDMeasure

More Ways to See the Pairs

CSD vs SCHB: Top 5 Holdings

Today

CSD

38.4%in top 5

SCHB

in top 524.8%

CSDStockSCHB

9.7%GEHCnot top 5

8.0%HONAnot top 5

7.4%VYLRnot top 5

7.2%Qnot top 5

not top 5AAPL7.0%

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 10, 2026 · fee on $10,000 a year

Yields: CSD, SCHB, VTV

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SCHB

+30.0%Year to dateJan 1 → Nov 10+11.1%

+34.3%1 yearTotal return+13.1%

+32.4%3 years · per year$10,000 became $23,211 · $17,818+21.2%

+15.1%5 years · per year$10,000 became $20,181 · $16,600+10.7%

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

0.12%Trailing 12-mo yield$12 · $106 a year on $10k1.06%

−17.6%Worst dropSmaller is better−8.9%

25.6%VolatilityLower is calmer14.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.3%

6.2%GEVnot top 5

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common0.9%

End-of-day Nov 10, 2026 · share of each fund

CSD vs SCHB Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

SCHBSchwab

+10.7%

5 years, per year

CSDSCHBFaded: behind in that period

4–0CSD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSD vs VTV

YTD

InvescoCSD

+30.0%

VTVVanguard

+21.0%

+30.0%Year to date+21.0%

−17.6%Worst drop · 1Y−6.4%

25.6%Volatility · 1Y10.8%

0.1%Yield1.8%

$204MAssets$184B

3–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SCHB1.06%$106

CSD0.12%$12

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

SCHB$106 − $3 = $103

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSD, SCHB, VTV

Today

39.3%most shared, SCHB and VTV

CSDSCHBVTV

CSD—0.9%0.4%

SCHB0.9%—39.3%

VTV0.4%39.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+34.3%CSD, at 25.6% volatility

VTVWorst drop−6.4%10.8% vol

SCHBWorst drop−8.9%14.0% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCSD

+21.0%Year to date+30.0%

1.8%Yield0.1%

+24.8%Past year+34.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSD, SCHB and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three