CSD vs IJR

ACSD

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common3.2%CSD and IJR

CSD

IJR

Invesco S&P Spin-Off ETF · $212MiShares Core S&P Small-Cap ETF · $108B

+35.3%3 years · per year$24,794 · $16,979+19.3%

+15.6%5 years · per year$20,683 · $13,920+6.8%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

0.12%12-mo yield$12 · $120 on $10k1.20%

−17.1%Worst dropSmaller wins−9.7%

25.0%VolatilityLower wins15.8%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · IJR

3.8%RAL0.4%

2.7%ECG0.3%

2.7%MBGL0.3%

2.2%RXO0.3%

Held in common3.2%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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 IJR

CSD

Invesco S&P Spin-Off

$20,683

IJR

iShares Core S&P Small-Cap

$13,920

MeasureCSDIJR

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.12%1.20%

5 years, per year+15.6%+6.8%

3 years, per year+35.3%+19.3%

Worst drop · 1Y−17.1%−9.7%

Volatility · 1Y25.0%15.8%

4–2measures won
IJR first

3.2%

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, IJR

Today

3.2%most shared, CSD and IJR

CSDIJR

CSD—3.2%

IJR3.2%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

CSD$12 − $66 = −$54

KeptFee

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