Compare · 3 funds side by side · dividends reinvested

CSD, SPYM and VOO

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, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.0%+34.9%+35.3%+15.6%−17.1%25.0%$212M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CSDMeasureSPYM

+30.0%Year to dateJan 1 → Nov 5+13.4%

+34.9%1 yearTotal return+13.5%

+35.3%3 years · per year$10,000 became $24,794 · $19,186+24.3%

+15.6%5 years · per year$10,000 became $20,683 · $18,126+12.6%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

0.12%Trailing 12-mo yield$12 · $101 a year on $10k1.01%

−17.1%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer12.8%

CSDSPYM 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 SPYM: Top 5 Holdings

Today

CSD

37.8%in top 5

SPYM

in top 527.7%

CSDStockSPYM

9.9%GEHCnot top 5

not top 5AAPL7.7%

7.6%HONAnot top 5

not top 5NVDA7.3%

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.9%

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

CSD vs SPYM Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CSDSPYMFaded: behind in that period

4–0CSD wins

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

Stocks vs Core: CSD vs VOO

YTD

InvescoCSD

+30.0%

VOOVanguard

+13.4%

+30.0%Year to date+13.4%

−17.1%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y12.8%

0.1%Yield1.1%

$212MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CSD, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CSD0.66%$66

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

Yields: CSD, SPYM, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SPYM1.01%$101

CSD0.12%$12

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

CSDSPYMVOO

CSD—0.9%1.0%

SPYM0.9%—93.5%

VOO1.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

CSDWorst drop−17.1%25.0% vol

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

Paid More vs Made More

YTD

VOOCSD

+13.4%Year to date+30.0%

1.1%Yield0.1%

+13.5%Past year+34.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026