CSD vs SCHB

ACSD

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common0.9%CSD and SCHB

CSD

SCHB

Invesco S&P Spin-Off ETF · $212MSchwab U.S. Broad Market ETF · $44.9B

+35.3%3 years · per year$24,794 · $19,056+24.0%

+15.6%5 years · per year$20,683 · $17,270+11.5%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $104 on $10k1.04%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · SCHB

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

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%	$212M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 5, 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%	$212M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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 SCHB

CSD

Invesco S&P Spin-Off

$20,683

SCHB

Schwab U.S. Broad Market

$17,270

MeasureCSDSCHB

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%1.04%

5 years, per year+15.6%+11.5%

3 years, per year+35.3%+24.0%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%13.1%

4–2measures won
SCHB first

0.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 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 5, 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 5, 2026

Overlap: CSD, SCHB

Today

0.9%most shared, CSD and SCHB

CSDSCHB

CSD—0.9%

SCHB0.9%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

CSD$12 − $66 = −$54

KeptFee

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