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 income0.91%IWB · $91 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 · $212MiShares Russell 1000 ETF · $48.5B

+35.3%3 years · per year$24,794 · $19,023+23.9%

+15.6%5 years · per year$20,683 · $17,459+11.8%

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

0.12%12-mo yield$12 · $91 on $10k0.91%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IWB

6.8%GEV0.4%

4.9%SNDK0.2%

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

$20,683

IWB

iShares Russell 1000

$17,459

MeasureCSDIWB

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.12%0.91%

5 years, per year+15.6%+11.8%

3 years, per year+35.3%+23.9%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%12.9%

4–2measures won
IWB first

1.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

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

Overlap: CSD, IWB, IWF

Today

55.6%most shared, IWB and IWF

CSDIWBIWF

CSD—1.0%1.3%

IWB1.0%—55.6%

IWF1.3%55.6%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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