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$20,191CSD · 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%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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

End-of-day Nov 9, 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 · $204M$20,191

CSD

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

CSDMeasureVUG

+30.4%Year to dateJan 1 → Nov 9+4.2%

+37.4%1 yearTotal return+4.7%

+33.4%3 years · per year$10,000 became $23,737 · $18,569+22.9%

+15.1%5 years · per year$10,000 became $20,191 · $16,565+10.6%

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

0.12%Trailing 12-mo yield$12 · $41 a year on $10k0.41%

−17.6%Worst dropSmaller is better−15.1%

25.7%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 9, 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

38.0%in top 5

VUG

in top 545.2%

CSDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

9.8%GEHCnot top 5

not top 5MSFT9.7%

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

6.0%GEVnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

CSD vs VUG Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

CSDVUGFaded: behind in that period

4–0CSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSD vs VUG

YTD

InvescoCSD

+30.4%

VUGVanguard

+4.2%

+30.4%Year to date+4.2%

−17.6%Worst drop · 1Y−15.1%

25.7%Volatility · 1Y19.1%

0.1%Yield0.4%

$204MAssets$233B

3–1VUG wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CSD, VUG, IWF

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

IWF0.38%$38

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSD, VUG, IWF

Today

78.1%most shared, VUG and IWF

CSDVUGIWF

CSD—1.4%1.1%

VUG1.4%—78.1%

IWF1.1%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.4%CSD, at 25.7% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

CSDWorst drop−17.6%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VUGCSD

+4.2%Year to date+30.4%

0.4%Yield0.1%

+4.7%Past year+37.4%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026