Compare · 3 funds side by side · dividends reinvested

CSD, VTV 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, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VTV

Vanguard Morningstar Value ETF · $184B$18,352

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

CSDMeasureVTV

+30.0%Year to dateJan 1 → Nov 4+22.8%

+34.9%1 yearTotal return+27.5%

+35.3%3 years · per year$10,000 became $24,794 · $18,551+22.9%

+15.6%5 years · per year$10,000 became $20,683 · $18,352+12.9%

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

0.12%Trailing 12-mo yield$12 · $180 a year on $10k1.80%

−17.1%Worst dropSmaller is better−6.4%

25.0%VolatilityLower is calmer10.2%

CSDVTV 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 VTV: Top 5 Holdings

Today

CSD

37.8%in top 5

VTV

in top 515.8%

CSDStockVTV

9.2%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%GEVnot top 5

6.8%Qnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.4%

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

CSD vs VTV Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

CSDVTVFaded: behind in that period

4–0CSD wins

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

CSD vs VTV

YTD

InvescoCSD

+30.0%

VTVVanguard

+22.8%

+30.0%Year to date+22.8%

−17.1%Worst drop · 1Y−6.4%

25.0%Volatility · 1Y10.2%

0.1%Yield1.8%

$209MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CSD, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, VTV, IWF

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, VTV, IWF

Today

12.1%most shared, VTV and IWF

CSDVTVIWF

CSD—0.4%1.3%

VTV0.4%—12.1%

IWF1.3%12.1%—

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

VTVWorst drop−6.4%10.2% 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

VTVCSD

+22.8%Year to date+30.0%

1.8%Yield0.1%

+27.5%Past year+34.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026