Compare · 3 funds side by side · dividends reinvested

CSD, VTI and SPY

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

02 / 04

CSD, VTI and SPY, 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%$211M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

Rank among the three1st → 3rdFee, 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 · VTI 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

CSDMeasureVTI

+25.2%Year to dateJan 1 → Nov 6+8.9%

+29.3%1 yearTotal return+9.9%

+32.7%3 years · per year$10,000 became $23,371 · $18,004+21.7%

+14.5%5 years · per year$10,000 became $19,674 · $16,375+10.4%

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

0.13%Trailing 12-mo yield$13 · $109 a year on $10k1.09%

−17.6%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.7%

CSDVTI 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 VTI: Top 5 Holdings

Today

CSD

37.9%in top 5

VTI

in top 525.0%

CSDStockVTI

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

not top 5NVDA7.1%

6.6%Qnot top 5

not top 5AAPL6.6%

6.1%GEVnot top 5

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common1.0%

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

CSD vs VTI Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

CSDVTIFaded: behind in that period

4–0CSD wins

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

Stocks vs Core: CSD vs VTI

YTD

InvescoCSD

+25.2%

VTIVanguard

+8.9%

+25.2%Year to date+8.9%

−17.6%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y13.7%

0.1%Yield1.1%

$211MAssets$689B

3–1VTI wins

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

Cost, Income and Risk

Fees: CSD, VTI, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

CSD0.66%$66

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

Yields: CSD, VTI, SPY

1.09%highest, VTI

FundTrailing yieldYield$10k

VTI1.09%$109

SPY1.03%$103

CSD0.13%$13

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, VTI, SPY

Today

85.5%most shared, VTI and SPY

CSDVTISPY

CSD—1.0%0.8%

VTI1.0%—85.5%

SPY0.8%85.5%—

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

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

SPYWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

VTICSD

+8.9%Year to date+25.2%

1.1%Yield0.1%

+9.9%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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