Compare · 3 funds side by side · dividends reinvested

CSD, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,358CSD · best of the three

02 / 04

CSD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$212M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$19,358

CSD

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

CSDMeasureVUG

+23.7%Year to dateJan 1 → Nov 5+0.5%

+30.1%1 yearTotal return−0.6%

+32.5%3 years · per year$10,000 became $23,283 · $18,532+22.8%

+14.1%5 years · per year$10,000 became $19,358 · $16,052+9.9%

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

0.13%Trailing 12-mo yield$13 · $43 a year on $10k0.43%

−17.6%Worst dropSmaller is better−15.1%

25.5%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 5, 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

37.8%in top 5

VUG

in top 545.2%

CSDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

9.9%GEHCnot top 5

not top 5MSFT9.7%

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

CSD vs VUG Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

CSDVUGFaded: behind in that period

4–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSD vs VUG

YTD

InvescoCSD

+23.7%

VUGVanguard

+0.5%

+23.7%Year to date+0.5%

−17.6%Worst drop · 1Y−15.1%

25.5%Volatility · 1Y19.0%

0.1%Yield0.4%

$212MAssets$233B

3–1VUG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, VUG, IWF

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSDVUGIWF

CSD—1.4%1.2%

VUG1.4%—78.0%

IWF1.2%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%CSD, at 25.5% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VUGCSD

+0.5%Year to date+23.7%

0.4%Yield0.1%

−0.6%Past year+30.1%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026