Compare · 3 funds side by side · dividends reinvested

CSD, VUG and IVV

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, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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 Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

CSDMeasureVUG

+25.2%Year to dateJan 1 → Nov 6+1.4%

+29.3%1 yearTotal return+0.2%

+32.7%3 years · per year$10,000 became $23,371 · $18,415+22.6%

+14.5%5 years · per year$10,000 became $19,674 · $16,124+10.0%

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

0.13%Trailing 12-mo yield$13 · $42 a year on $10k0.42%

−17.6%Worst dropSmaller is better−15.1%

25.4%VolatilityLower is calmer19.0%

CSDVUG 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 VUG: Top 5 Holdings

Today

CSD

37.9%in top 5

VUG

in top 545.2%

CSDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

10.2%GEHCnot top 5

not top 5MSFT9.7%

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

6.1%GEVnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common1.4%

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

CSD vs VUG Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

CSDVUGFaded: 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 IVV

YTD

InvescoCSD

+25.2%

IVViShares

+8.7%

+25.2%Year to date+8.7%

−17.6%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y13.6%

0.1%Yield1.1%

$211MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: CSD, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

CSD0.66%$66

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

Yields: CSD, VUG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VUG0.42%$42

CSD0.13%$13

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, VUG, IVV

Today

54.8%most shared, VUG and IVV

CSDVUGIVV

CSD—1.4%0.8%

VUG1.4%—54.8%

IVV0.8%54.8%—

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

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% 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

IVVCSD

+8.7%Year to date+25.2%

1.1%Yield0.1%

+9.8%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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026