CSD vs VUG5YCSDCSDAvsBVUGVUGInvesco S&P Spin-Off ETF · $214MVanguard Morningstar Growth ETF · $233BReturns · dividends in+32.3%3 years · per year$23,158 · $17,979+21.6%+15.4%5 years · per year$20,430 · $16,151+10.1%Cost and income0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%0.12%12-mo yield$12 · $41 on $10k
Overlap: CSD, DFAC, VUGToday35.8%most shared, DFAC and VUGCSDDFACVUGCSD—1.0%1.4%DFAC1.0%—35.8%VUG1.4%35.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSD vs VUG5YACSDInvesco S&P Spin-Off$20,430vsVUGBVanguard Morningstar Growth$16,151$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%−0.5%+29.6%+30.4%+32.3%+15.4%−17.6%$214M2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.7B3BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%−0.5%+29.6%+30.4%+32.3%+15.4%−17.6%$214M2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.7B3BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: CSD, DFAC, VUGToday35.8%most shared, DFAC and VUGCSDDFACVUGCSD—1.0%1.4%DFAC1.0%—35.8%VUG1.4%35.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$67most kept, DFACDFAC$88 − $21 = $67VUG$41 − $3 = $38CSD$12 − $66 = −$54KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee