CSD vs IJR

ACSD

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common3.1%CSD and IJR

CSD

IJR

Invesco S&P Spin-Off ETF · $204MiShares Core S&P Small-Cap ETF · $107B

+33.4%3 years · per year$23,737 · $16,193+17.4%

+15.1%5 years · per year$20,191 · $13,254+5.8%

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

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

−17.6%Worst dropSmaller wins−9.7%

25.7%VolatilityLower wins16.4%

2–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IJR

3.7%RAL0.4%

2.9%MBGL0.3%

2.3%VSNT0.3%

2.3%RXO0.3%

Held in common3.1%

End-of-day Nov 9, 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%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 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%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 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

$20,191

IJR

iShares Core S&P Small-Cap

$13,254

MeasureCSDIJR

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.12%1.21%

5 years, per year+15.1%+5.8%

3 years, per year+33.4%+17.4%

Worst drop · 1Y−17.6%−9.7%

Volatility · 1Y25.7%16.4%

4–2measures won
IJR first

3.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSD, IJR, VUG

Today

3.1%most shared, CSD and IJR

CSDIJRVUG

CSD—3.1%1.4%

IJR3.1%—0.0%

VUG1.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee