Compare · 3 funds side by side · dividends reinvested

CSD, SPY and VUG

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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$778B1.8

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSD 2006 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

CSDMeasureVUG

+30.4%Year to dateJan 1 → Nov 9+4.2%

+37.4%1 yearTotal return+4.7%

+33.4%3 years · per year$10,000 became $23,737 · $18,569+22.9%

+15.1%5 years · per year$10,000 became $20,191 · $16,565+10.6%

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

0.12%Trailing 12-mo yield$12 · $41 a year on $10k0.41%

−17.6%Worst dropSmaller is better−15.1%

25.7%VolatilityLower is calmer19.1%

CSDVUG 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 VUG: Top 5 Holdings

Today

CSD

38.0%in top 5

VUG

in top 545.2%

CSDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

9.8%GEHCnot top 5

not top 5MSFT9.7%

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

6.0%GEVnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common1.4%

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

CSD vs VUG Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

CSDVUGFaded: 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 SPY

YTD

InvescoCSD

+30.4%

SPYSPDR

+11.2%

+30.4%Year to date+11.2%

−17.6%Worst drop · 1Y−8.9%

25.7%Volatility · 1Y13.7%

0.1%Yield1.0%

$204MAssets$778B

3–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

CSD0.66%$66

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

Yields: CSD, SPY, VUG

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

VUG0.41%$41

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, SPY, VUG

Today

55.1%most shared, SPY and VUG

CSDSPYVUG

CSD—0.9%1.4%

SPY0.9%—55.1%

VUG1.4%55.1%—

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

SPYWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% 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

SPYCSD

+11.2%Year to date+30.4%

1.0%Yield0.1%

+13.5%Past year+37.4%

0.09%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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026