CSD vs IVV

ACSD

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.0%CSD and IVV

CSD

IVV

Invesco S&P Spin-Off ETF · $212MiShares Core S&P 500 ETF · $887B

+35.3%3 years · per year$24,794 · $19,178+24.2%

+15.6%5 years · per year$20,683 · $18,118+12.6%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $109 on $10k1.09%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IVV

6.8%GEV0.4%

4.9%SNDK0.3%

7.6%HONA0.1%

7.3%VYLR0.1%

Held in common1.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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 IVV

CSD

Invesco S&P Spin-Off

$20,683

IVV

iShares Core S&P 500

$18,118

MeasureCSDIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%1.09%

5 years, per year+15.6%+12.6%

3 years, per year+35.3%+24.2%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%12.9%

4–2measures won
IVV first

1.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: CSD, IVV, SPY

Today

99.9%most shared, IVV and SPY

CSDIVVSPY

CSD—1.0%1.0%

IVV1.0%—99.9%

SPY1.0%99.9%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

CSD$12 − $66 = −$54

KeptFee

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