CSD vs SCHB5YCSDCSDAvsBSCHBSCHBInvesco S&P Spin-Off ETF · $212MSchwab U.S. Broad Market ETF · $44.1BReturns · dividends in+33.1%3 years · per year$23,559 · $18,033+21.7%+15.1%5 years · per year$20,219 · $16,686+10.8%Cost and income0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%0.12%12-mo yield$12 · $105 on $10k
Overlap: CSD, SCHB, VOToday15.4%most shared, SCHB and VOCSDSCHBVOCSD—0.9%0.9%SCHB0.9%—15.4%VO0.9%15.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CSD vs SCHB5YACSDInvesco S&P Spin-Off$20,219vsSCHBBSchwab U.S. Broad Market$16,686$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%+1.3%+31.7%+33.9%+33.1%+15.1%−17.6%$212M2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.05%+1.2%+12.4%+12.8%+21.7%+10.8%−8.9%$44.1B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%+1.3%+31.7%+33.9%+33.1%+15.1%−17.6%$212M2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.05%+1.2%+12.4%+12.8%+21.7%+10.8%−8.9%$44.1B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+12.6%vsBiSITOTiShares+12.5%Jan 1Nov 11+12.6%+12.5%+12.6%Year to date+12.5%1.1%Yield1.0%$689BAssets$95.3B2–0VTI winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: CSD, SCHB, VOToday15.4%most shared, SCHB and VOCSDSCHBVOCSD—0.9%0.9%SCHB0.9%—15.4%VO0.9%15.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$130most kept, VOVO$133 − $3 = $130SCHB$105 − $3 = $102CSD$12 − $66 = −$54KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee