Compare · 2 funds side by side · dividends reinvested

CSD and VUG

CSDInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,683CSD · best of the two

02 / 04

CSD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$212M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.5

Rank among the two1st → 2ndFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$20,683

CSD

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

CSDMeasureVUG

+30.0%Year to dateJan 1 → Nov 4+6.3%

+34.9%1 yearTotal return+3.4%

+35.3%3 years · per year$10,000 became $24,794 · $19,712+25.4%

+15.6%5 years · per year$10,000 became $20,683 · $17,153+11.4%

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

0.12%Trailing 12-mo yield$12 · $40 a year on $10k0.40%

−17.1%Worst dropSmaller is better−16.1%

25.0%VolatilityLower is calmer18.2%

CSDVUG 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 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%

not top 5MSFT9.7%

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 5GOOGL5.2%

not top 5AVGO4.3%

Held in common1.4%

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

CSD vs VUG Returns, Every Period

InvescoCSD

+15.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

CSDVUGFaded: behind in that period

4–0CSD wins

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

CSD vs VUG

YTD

InvescoCSD

+30.0%

VUGVanguard

+6.3%

+30.0%Year to date+6.3%

−17.1%Worst drop · 1Y−16.1%

25.0%Volatility · 1Y18.2%

0.1%Yield0.4%

$212MAssets$233B

3–1VUG wins

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

Cost, Income and Risk

Fees: CSD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CSD0.66%$66

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

Yields: CSD, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

CSD0.12%$12

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, VUG

Today

1.4%most shared, CSD and VUG

CSDVUG

CSD—1.4%

VUG1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.9%CSD, at 25.0% volatility

VUGWorst drop−16.1%18.2% 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

VUGCSD

+6.3%Year to date+30.0%

0.4%Yield0.1%

+3.4%Past year+34.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026