CSD vs IWF

ACSD

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common1.3%CSD and IWF

CSD

IWF

Invesco S&P Spin-Off ETF · $209MiShares Russell 1000 Growth ETF · $120B

+35.3%3 years · per year$24,794 · $18,310+22.3%

+15.6%5 years · per year$20,683 · $16,559+10.6%

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

0.12%12-mo yield$12 · $37 on $10k0.37%

−17.1%Worst dropSmaller wins−15.6%

25.0%VolatilityLower wins18.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · IWF

6.8%GEV0.8%

4.9%SNDK0.5%

4.5%SOLS0.0%

2.7%ECG0.0%

Held in common1.3%

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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$209M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$209M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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 IWF

CSD

Invesco S&P Spin-Off

$20,683

IWF

iShares Russell 1000 Growth

$16,559

MeasureCSDIWF

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield0.12%0.37%

5 years, per year+15.6%+10.6%

3 years, per year+35.3%+22.3%

Worst drop · 1Y−17.1%−15.6%

Volatility · 1Y25.0%18.3%

4–2measures won
IWF first

1.3%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSD, IWF

Today

1.3%most shared, CSD and IWF

CSDIWF

CSD—1.3%

IWF1.3%—

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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