Compare · 3 funds side by side · dividends reinvested

CSD, VOO and IWF

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, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.5

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%$209M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5

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 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $209M$20,683

CSD

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

CSDMeasureVOO

+30.0%Year to dateJan 1 → Nov 4+13.4%

+34.9%1 yearTotal return+13.5%

+35.3%3 years · per year$10,000 became $24,794 · $19,172+24.2%

+15.6%5 years · per year$10,000 became $20,683 · $18,115+12.6%

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

0.12%Trailing 12-mo yield$12 · $105 a year on $10k1.05%

−17.1%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer12.8%

CSDVOO 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 VOO: Top 5 Holdings

Today

CSD

37.8%in top 5

VOO

in top 528.3%

CSDStockVOO

9.2%GEHCnot top 5

not top 5NVDA8.4%

7.6%HONAnot top 5

not top 5AAPL7.4%

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.0%

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

CSD vs VOO Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

CSDVOOFaded: behind in that period

4–0CSD wins

End-of-day Nov 4, 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%

$209MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CSD, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, VOO, IWF

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, VOO, IWF

Today

59.1%most shared, VOO and IWF

CSDVOOIWF

CSD—1.0%1.3%

VOO1.0%—59.1%

IWF1.3%59.1%—

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

VOOWorst drop−8.9%12.8% vol

IWFWorst drop−15.6%18.3% 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

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 4, 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%

$185BAssets$798B

1–0SPYM 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$61.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026