CSD vs DFAC

ACSD

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VTV $17,585

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.9%CSD and DFAC

CSD

DFAC

Invesco S&P Spin-Off ETF · $204MDimensional - US Core Equity 2 ETF · $85.6B

+32.7%3 years · per year$23,371 · $17,722+21.0%

+14.5%5 years · per year$19,674 · $16,525+10.6%

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

0.13%12-mo yield$13 · $90 on $10k0.90%

−17.6%Worst dropSmaller wins−8.5%

25.4%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · DFAC

3.7%SNDK0.1%

6.1%GEV0.1%

5.7%VLTO0.1%

7.4%VYLR0.1%

Held in common0.9%

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$204M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$204M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$19,674

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureCSDDFAC

Fee0.66%0.21%

Cost on $10k a year$66$21

Yield0.13%0.90%

5 years, per year+14.5%+10.6%

3 years, per year+32.7%+21.0%

Worst drop · 1Y−17.6%−8.5%

Volatility · 1Y25.4%12.9%

4–2measures won
DFAC first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: CSD, DFAC, VUG, VTV

Today

38.0%most shared, DFAC and VTV

CSDDFACVUGVTV

CSD—0.9%1.4%0.4%

DFAC0.9%—35.7%38.0%

VUG1.4%35.7%—1.9%

VTV0.4%38.0%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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