CSD vs DIA

ACSD

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%CSD and DIA

CSD

DIA

Invesco S&P Spin-Off ETF · $212MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+32.5%3 years · per year$23,283 · $16,322+17.7%

+14.1%5 years · per year$19,358 · $15,693+9.4%

0.66%Expense ratio$66 · $16 on $10k · lower wins0.16%

0.13%12-mo yield$13 · $140 on $10k1.40%

−17.6%Worst dropSmaller wins−9.8%

25.5%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

Cards for this view

CSD vs DIA

CSD

Invesco S&P Spin-Off

$19,358

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureCSDDIA

Fee0.66%0.16%

Cost on $10k a year$66$16

Yield0.13%1.40%

5 years, per year+14.1%+9.4%

3 years, per year+32.5%+17.7%

Worst drop · 1Y−17.6%−9.8%

Volatility · 1Y25.5%13.4%

4–2measures won
DIA first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSD, DIA, VTV

Today

23.4%most shared, DIA and VTV

CSDDIAVTV

CSD—0.0%0.4%

DIA0.0%—23.4%

VTV0.4%23.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee