CSD vs DIA

ACSD

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.8%DIA · 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

+35.3%3 years · per year$24,794 · $16,984+19.3%

+15.6%5 years · per year$20,683 · $16,375+10.4%

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

0.12%12-mo yield$12 · $135 on $10k1.35%

−17.1%Worst dropSmaller wins−9.8%

25.0%VolatilityLower wins12.9%

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 4, 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%	0.12%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 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%	0.12%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

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 DIA

CSD

Invesco S&P Spin-Off

$20,683

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureCSDDIA

Fee0.66%0.16%

Cost on $10k a year$66$16

Yield0.12%1.35%

5 years, per year+15.6%+10.4%

3 years, per year+35.3%+19.3%

Worst drop · 1Y−17.1%−9.8%

Volatility · 1Y25.0%12.9%

4–2measures won
DIA first

0.0%

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, DIA, VUG

Today

20.5%most shared, DIA and VUG

CSDDIAVUG

CSD—0.0%1.4%

DIA0.0%—20.5%

VUG1.4%20.5%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

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