Compare · 3 funds side by side · dividends reinvested

CSD, VXF 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, VXF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.09%+7.3%+8.6%+19.7%+4.2%−11.0%17.9%$30.2B1.6

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 · VXF 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

VXF

Vanguard Extended Market ETF · $30.2B$12,303

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

CSDMeasureVXF

+23.7%Year to dateJan 1 → Nov 5+7.3%

+30.1%1 yearTotal return+8.6%

+32.5%3 years · per year$10,000 became $23,283 · $17,165+19.7%

+14.1%5 years · per year$10,000 became $19,358 · $12,303+4.2%

0.66%Expense ratio$66 · $5 a year on $10k · lower is better0.05%

0.13%Trailing 12-mo yield$13 · $109 a year on $10k1.09%

−17.6%Worst dropSmaller is better−11.0%

25.5%VolatilityLower is calmer17.9%

CSDVXF 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 VXF: Top 5 Holdings

Today

CSD

37.8%in top 5

VXF

in top 56.7%

CSDStockVXF

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5SPCX2.5%

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common1.0%

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

CSD vs VXF Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

VXFVanguard

+4.2%

5 years, per year

CSDVXFFaded: behind in that period

4–0CSD wins

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

CSD vs VXF

YTD

InvescoCSD

+23.7%

VXFVanguard

+7.3%

+23.7%Year to date+7.3%

−17.6%Worst drop · 1Y−11.0%

25.5%Volatility · 1Y17.9%

0.1%Yield1.1%

$212MAssets$30.2B

3–1VXF wins

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

Cost, Income and Risk

Fees: CSD, VXF, IWF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, VXF, IWF

1.09%highest, VXF

FundTrailing yieldYield$10k

VXF1.09%$109

IWF0.39%$39

CSD0.13%$13

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

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, VXF, IWF

Today

4.7%most shared, VXF and IWF

CSDVXFIWF

CSD—1.0%1.2%

VXF1.0%—4.7%

IWF1.2%4.7%—

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

VXFWorst drop−11.0%17.9% 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

VXFCSD

+7.3%Year to date+23.7%

1.1%Yield0.1%

+8.6%Past year+30.1%

0.05%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