CSD vs IWB

ACSD

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · IWB $16,543

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common0.9%CSD and IWB

CSD

IWB

Invesco S&P Spin-Off ETF · $212MiShares Russell 1000 ETF · $48.5B

+32.5%3 years · per year$23,283 · $18,083+21.8%

+14.1%5 years · per year$19,358 · $16,543+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%

25.5%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IWB

6.2%GEV0.3%

4.6%SNDK0.2%

7.6%HONA0.1%

7.3%VYLR0.1%

Held in common0.9%

End-of-day Nov 5, 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%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$19,358

IWB

iShares Russell 1000

$16,543

MeasureCSDIWB

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.13%0.95%

5 years, per year+14.1%+10.6%

3 years, per year+32.5%+21.8%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.5%13.6%

4–2measures won
IWB first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSD, IWB, VUG

Today

52.0%most shared, IWB and VUG

CSDIWBVUG

CSD—0.9%1.4%

IWB0.9%—52.0%

VUG1.4%52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$43 − $3 = $40

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee