CSD vs IWB

ACSD

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common1.0%CSD and IWB

CSD

IWB

Invesco S&P Spin-Off ETF · $209MiShares Russell 1000 ETF · $47.8B

+36.1%3 years · per year$25,213 · $18,957+23.8%

+15.3%5 years · per year$20,419 · $17,090+11.3%

0.66%Expense ratio$66 · $15 on $10k · lower wins0.15%

0.12%12-mo yield$12 · $92 on $10k0.92%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.8%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · IWB

6.5%GEV0.3%

4.8%SNDK0.2%

7.8%HONA0.1%

7.6%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

Both

5Y2 funds

#			Trend
1	ACSD	Invesco S&P Spin-Off ETFRead Desk		0.66%	0.12%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B

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%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B

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 IWB

CSD

Invesco S&P Spin-Off

$20,419

IWB

iShares Russell 1000

$17,091

MeasureCSDIWB

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.12%0.92%

5 years, per year+15.3%+11.3%

3 years, per year+36.1%+23.8%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%12.8%

4–2measures won
IWB first

1.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: CSD, IWB

Today

1.0%most shared, CSD and IWB

CSDIWB

CSD—1.0%

IWB1.0%—

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

CSD$12 − $66 = −$54

KeptFee

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