CSD vs IWF

ACSD

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common1.2%CSD and IWF

CSD

IWF

Invesco S&P Spin-Off ETF · $212MiShares Russell 1000 Growth ETF · $121B

+32.5%3 years · per year$23,283 · $17,073+19.5%

+14.1%5 years · per year$19,358 · $15,330+8.9%

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

0.13%12-mo yield$13 · $39 on $10k0.39%

−17.6%Worst dropSmaller wins−14.6%

25.5%VolatilityLower wins19.3%

2–4IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · IWF

6.2%GEV0.7%

4.6%SNDK0.5%

4.3%SOLS0.0%

2.0%ECG0.0%

Held in common1.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

CSD

Invesco S&P Spin-Off

$19,358

IWF

iShares Russell 1000 Growth

$15,330

MeasureCSDIWF

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield0.13%0.39%

5 years, per year+14.1%+8.9%

3 years, per year+32.5%+19.5%

Worst drop · 1Y−17.6%−14.6%

Volatility · 1Y25.5%19.3%

4–2measures won
IWF first

1.2%

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, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSDIWFVUG

CSD—1.2%1.4%

IWF1.2%—78.0%

VUG1.4%78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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