CSD vs SPY

ACSD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common1.0%CSD and SPY

CSD

SPY

Invesco S&P Spin-Off ETF · $209MState Street SPDR S&P 500 ETF · $798B

+35.3%3 years · per year$24,794 · $19,132+24.1%

+15.6%5 years · per year$20,683 · $18,060+12.6%

0.66%Expense ratio$66 · $9 on $10k · lower wins0.09%

0.12%12-mo yield$12 · $99 on $10k0.99%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · SPY

6.8%GEV0.4%

4.9%SNDK0.3%

7.6%HONA0.1%

7.3%VYLR0.1%

Held in common1.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

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 SPY

CSD

Invesco S&P Spin-Off

$20,683

SPY

SPDR S&P 500

$18,060

MeasureCSDSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.12%0.99%

5 years, per year+15.6%+12.6%

3 years, per year+35.3%+24.1%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%12.9%

4–2measures won
SPY first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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, SPY

Today

1.0%most shared, CSD and SPY

CSDSPY

CSD—1.0%

SPY1.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CSD$12 − $66 = −$54

KeptFee

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