Compare · 3 funds side by side · dividends reinvested

CSD, VIG and VUG

CSDInvesco×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,683CSD · best of the three

02 / 04

CSD, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

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 Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSD 2006 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$20,683

CSD

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

CSDMeasureVIG

+30.0%Year to dateJan 1 → Nov 4+16.4%

+34.9%1 yearTotal return+18.9%

+35.3%3 years · per year$10,000 became $24,794 · $17,533+20.6%

+15.6%5 years · per year$10,000 became $20,683 · $17,005+11.2%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

0.12%Trailing 12-mo yield$12 · $144 a year on $10k1.44%

−17.1%Worst dropSmaller is better−7.9%

25.0%VolatilityLower is calmer10.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs VIG: Top 5 Holdings

Today

CSD

37.8%in top 5

VIG

in top 522.1%

CSDStockVIG

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.4%

End-of-day Nov 4, 2026 · share of each fund

CSD vs VIG Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

CSDVIGFaded: behind in that period

4–0CSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSD vs VIG

YTD

InvescoCSD

+30.0%

VIGVanguard

+16.4%

+30.0%Year to date+16.4%

−17.1%Worst drop · 1Y−7.9%

25.0%Volatility · 1Y10.2%

0.1%Yield1.4%

$212MAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

CSD0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSD, VIG, VUG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

VUG0.40%$40

CSD0.12%$12

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSD, VIG, VUG

Today

26.4%most shared, VIG and VUG

CSDVIGVUG

CSD—0.4%1.4%

VIG0.4%—26.4%

VUG1.4%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.9%CSD, at 25.0% volatility

VIGWorst drop−7.9%10.2% vol

VUGWorst drop−16.1%18.2% vol

CSDWorst drop−17.1%25.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCSD

+16.4%Year to date+30.0%

1.4%Yield0.1%

+18.9%Past year+34.9%

0.04%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026