Compare · 3 funds side by side · dividends reinvested

CSD, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,219CSD · best of the three

Story of the three · IncomeMost incomeVUG · 0.41% · $41 a year on $10k

Story of the three · RiskSmallest drop

CSD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+31.7%+33.9%+33.1%+15.1%−17.6%25.6%$212M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSD 2006 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $212M$20,219

CSD

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

CSDMeasure

More Ways to See the Pairs

CSD vs IWF: Top 5 Holdings

Today

CSD

38.2%in top 5

IWF

in top 538.3%

CSDStockIWF

not top 5NVDA12.7%

9.6%GEHCnot top 5

not top 5AAPL8.8%

8.1%HONAnot top 5

7.4%VYLRnot top 5

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 11, 2026 · fee on $10,000 a year

Yields: CSD, VUG, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWF

+31.7%Year to dateJan 1 → Nov 11−1.2%

+33.9%1 yearTotal return−2.8%

+33.1%3 years · per year$10,000 became $23,559 · $17,180+19.8%

+15.1%5 years · per year$10,000 became $20,219 · $15,927+9.8%

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

0.12%Trailing 12-mo yield$12 · $37 a year on $10k0.37%

−17.6%Worst dropSmaller is better−14.6%

25.6%VolatilityLower is calmer19.6%

CSDIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.1%Qnot top 5

not top 5MSFT6.4%

6.0%GEVnot top 5

not top 5GOOGL5.4%

not top 5AVGO5.0%

Held in common1.1%

End-of-day Nov 11, 2026 · share of each fund

CSD vs IWF Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

IWFiShares

+9.8%

5 years, per year

CSDIWFFaded: behind in that period

4–0CSD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CSD vs VUG

YTD

InvescoCSD

+31.7%

VUGVanguard

+5.1%

+31.7%Year to date+5.1%

−17.6%Worst drop · 1Y−15.1%

25.6%Volatility · 1Y19.1%

0.1%Yield0.4%

$212MAssets$233B

3–1VUG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

IWF0.37%$37

CSD0.12%$12

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSD, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSDVUGIWF

CSD—1.4%1.1%

VUG1.4%—78.0%

IWF1.1%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+33.9%CSD, at 25.6% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VUGCSD

+5.1%Year to date+31.7%

0.4%Yield0.1%

+3.6%Past year+33.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSD, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three