CSD vs IWB

ACSD

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.9%CSD and IWB

CSD

IWB

Invesco S&P Spin-Off ETF · $211MiShares Russell 1000 ETF · $46.6B

+32.7%3 years · per year$23,371 · $17,966+21.6%

+14.5%5 years · per year$19,674 · $16,575+10.6%

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

0.13%12-mo yield$13 · $95 on $10k0.95%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IWB

6.1%GEV0.3%

3.7%SNDK0.2%

7.7%HONA0.1%

7.4%VYLR0.1%

Held in common0.9%

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 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

$19,674

IWB

iShares Russell 1000

$16,575

MeasureCSDIWB

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.13%0.95%

5 years, per year+14.5%+10.6%

3 years, per year+32.7%+21.6%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.6%

4–2measures won
IWB first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSD, IWB, VTV

Today

40.8%most shared, IWB and VTV

CSDIWBVTV

CSD—0.9%0.4%

IWB0.9%—40.8%

VTV0.4%40.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWB$95 − $15 = $80

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee