CSD vs DFAC

ACSD

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 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 · $212MDimensional - US Core Equity 2 ETF · $89.2B

+35.3%3 years · per year$24,794 · $18,682+23.2%

+15.6%5 years · per year$20,683 · $17,417+11.7%

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

0.12%12-mo yield$12 · $87 on $10k0.87%

−17.1%Worst dropSmaller wins−8.5%

25.0%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · DFAC

4.9%SNDK0.2%

6.8%GEV0.2%

5.4%VLTO0.1%

7.3%VYLR0.1%

Held in common1.0%

End-of-day Nov 4, 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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$20,683

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureCSDDFAC

Fee0.66%0.21%

Cost on $10k a year$66$21

Yield0.12%0.87%

5 years, per year+15.6%+11.7%

3 years, per year+35.3%+23.2%

Worst drop · 1Y−17.1%−8.5%

Volatility · 1Y25.0%12.3%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CSD, DFAC, IWF, VUG

Today

77.4%most shared, IWF and VUG

CSDDFACIWFVUG

CSD—1.0%1.3%1.4%

DFAC1.0%—40.8%36.1%

IWF1.3%40.8%—77.4%

VUG1.4%36.1%77.4%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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