Compare · 3 funds side by side · dividends reinvested

CSD, SPY 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, SPY 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%$1.00T1.6

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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

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 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

CSDMeasureVOO

+30.4%Year to dateJan 1 → Nov 9+11.3%

+37.4%1 yearTotal return+13.6%

+33.4%3 years · per year$10,000 became $23,737 · $18,159+22.0%

+15.1%5 years · per year$10,000 became $20,191 · $17,543+11.9%

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

0.12%Trailing 12-mo yield$12 · $107 a year on $10k1.07%

−17.6%Worst dropSmaller is better−8.9%

25.7%VolatilityLower is calmer13.7%

CSDVOO 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 VOO: Top 5 Holdings

Today

CSD

38.0%in top 5

VOO

in top 528.3%

CSDStockVOO

9.8%GEHCnot top 5

not top 5NVDA8.4%

7.7%HONAnot top 5

7.4%VYLRnot top 5

not top 5AAPL7.4%

7.0%Qnot top 5

6.0%GEVnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.0%

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

CSD vs VOO Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

CSDVOOFaded: 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, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CSD0.66%$66

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

Yields: CSD, SPY, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPY1.01%$101

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

SPY$101 − $9 = $92

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, SPY, VOO

Today

92.7%most shared, SPY and VOO

CSDSPYVOO

CSD—0.9%1.0%

SPY0.9%—92.7%

VOO1.0%92.7%—

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

SPYWorst drop−8.9%13.7% 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026