CSD vs IJH

ACSD

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.7%CSD and IJH

CSD

IJH

Invesco S&P Spin-Off ETF · $212MiShares Core S&P Mid-Cap ETF · $125B

+35.3%3 years · per year$24,794 · $16,594+18.4%

+15.6%5 years · per year$20,683 · $14,620+7.9%

0.66%Expense ratio$66 · $5 on $10k · lower wins0.05%

0.12%12-mo yield$12 · $121 on $10k1.21%

−17.1%Worst dropSmaller wins−8.8%

25.0%VolatilityLower wins15.0%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · IJH

4.5%CR0.3%

4.5%SOLS0.3%

1.6%KNF0.1%

Held in common0.7%

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

Both

5Y2 funds

#			Trend
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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

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 IJH

CSD

Invesco S&P Spin-Off

$20,683

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureCSDIJH

Fee0.66%0.05%

Cost on $10k a year$66$5

Yield0.12%1.21%

5 years, per year+15.6%+7.9%

3 years, per year+35.3%+18.4%

Worst drop · 1Y−17.1%−8.8%

Volatility · 1Y25.0%15.0%

4–2measures won
IJH first

0.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSD, IJH

Today

0.7%most shared, CSD and IJH

CSDIJH

CSD—0.7%

IJH0.7%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

CSD$12 − $66 = −$54

KeptFee

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