Compare · 2 funds side by side · dividends reinvested

IVV and CSD

IVViShares×CSDInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,674CSD · best of the two

02 / 04

IVV and CSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · CSD 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

CSD

Invesco S&P Spin-Off ETF · $211M$19,674

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IVVMeasureCSD

+8.7%Year to dateJan 1 → Nov 6+25.2%

+9.8%1 yearTotal return+29.3%

+21.8%3 years · per year$10,000 became $18,084 · $23,371+32.7%

+11.4%5 years · per year$10,000 became $17,177 · $19,674+14.5%

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.14%Trailing 12-mo yield$114 · $13 a year on $10k0.13%

−8.9%Worst dropSmaller is better−17.6%

13.6%VolatilityLower is calmer25.4%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CSD: Top 5 Holdings

Today

IVV

27.8%in top 5

CSD

in top 537.9%

IVVStockCSD

not top 5GEHC10.2%

7.9%AAPLnot top 5

not top 5HONA7.7%

not top 5VYLR7.4%

6.9%NVDAnot top 5

not top 5Q6.6%

6.3%MSFTnot top 5

not top 5GEV6.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

IVV vs CSD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

CSDInvesco

+14.5%

5 years, per year

IVVCSDFaded: behind in that period

0–4CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs CSD

YTD

iSharesIVV

+8.7%

CSDInvesco

+25.2%

+8.7%Year to date+25.2%

−8.9%Worst drop · 1Y−17.6%

13.6%Volatility · 1Y25.4%

1.1%Yield0.1%

$850BAssets$211M

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CSD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, CSD

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, CSD

Today

0.8%most shared, IVV and CSD

IVVCSD

IVV—0.8%

CSD0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%CSD, at 25.4% volatility

IVVWorst drop−8.9%13.6% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCSD

+8.7%Year to date+25.2%

1.1%Yield0.1%

+9.8%Past year+29.3%

0.03%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026