CSD vs DFAC

ACSD

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$20,419CSD · DFAC $16,976

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common1.0%CSD and DFAC

CSD

DFAC

Invesco S&P Spin-Off ETF · $209MDimensional - US Core Equity 2 ETF · $87.6B

+36.1%3 years · per year$25,213 · $18,595+23.0%

+15.3%5 years · per year$20,419 · $16,976+11.2%

0.66%Expense ratio$66 · $21 on $10k · lower wins0.21%

0.12%12-mo yield$12 · $88 on $10k0.88%

−17.1%Worst dropSmaller wins−8.5%

25.0%VolatilityLower wins12.2%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · DFAC

4.8%SNDK0.2%

6.5%GEV0.1%

5.5%VLTO0.1%

7.6%VYLR0.1%

Held in common1.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSD vs DFAC

CSD

Invesco S&P Spin-Off

$20,419

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureCSDDFAC

Fee0.66%0.21%

Cost on $10k a year$66$21

Yield0.12%0.88%

5 years, per year+15.3%+11.2%

3 years, per year+36.1%+23.0%

Worst drop · 1Y−17.1%−8.5%

Volatility · 1Y25.0%12.2%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CSD, DFAC, IWF, IJH

Today

40.4%most shared, DFAC and IWF

CSDDFACIWFIJH

CSD—1.0%1.3%0.7%

DFAC1.0%—40.4%11.5%

IWF1.3%40.4%—1.9%

IJH0.7%11.5%1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee