Compare · 2 funds side by side · dividends reinvested

CSD and VO

CSDInvesco×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,674CSD · best of the two

02 / 04

CSD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

CSDMeasureVO

+25.2%Year to dateJan 1 → Nov 6+10.6%

+29.3%1 yearTotal return+11.6%

+32.7%3 years · per year$10,000 became $23,371 · $16,701+18.6%

+14.5%5 years · per year$10,000 became $19,674 · $13,590+6.3%

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

0.13%Trailing 12-mo yield$13 · $139 a year on $10k1.39%

−17.6%Worst dropSmaller is better−8.2%

25.4%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs VO: Top 5 Holdings

Today

CSD

37.9%in top 5

in top 55.3%

CSDStockVO

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

6.1%GEVnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

CSD vs VO Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

VOVanguard

+6.3%

5 years, per year

CSDVOFaded: behind in that period

4–0CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSD vs VO

YTD

InvescoCSD

+25.2%

VOVanguard

+10.6%

+25.2%Year to date+10.6%

−17.6%Worst drop · 1Y−8.2%

25.4%Volatility · 1Y12.9%

0.1%Yield1.4%

$211MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, VO

Today

0.9%most shared, CSD and VO

CSDVO

CSD—0.9%

VO0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%CSD, at 25.4% volatility

VOWorst drop−8.2%12.9% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOCSD

+10.6%Year to date+25.2%

1.4%Yield0.1%

+11.6%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026