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 income1.09%SCHB · $109 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

+32.5%3 years · per year$23,283 · $18,100+21.9%

+14.1%5 years · per year$19,358 · $16,348+10.3%

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

0.13%12-mo yield$13 · $109 on $10k1.09%

−17.6%Worst dropSmaller wins−8.9%

25.5%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one 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

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
3	IWF	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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
3	IWF	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 SCHB

CSD

Invesco S&P Spin-Off

$19,358

SCHB

Schwab U.S. Broad Market

$16,348

MeasureCSDSCHB

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.13%1.09%

5 years, per year+14.1%+10.3%

3 years, per year+32.5%+21.9%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.5%13.8%

4–2measures won
SCHB first

0.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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

Overlap: CSD, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

CSDSCHBIWF

CSD—0.9%1.2%

SCHB0.9%—53.3%

IWF1.2%53.3%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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