CSD vs SPY

ACSD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.9%CSD and SPY

CSD

SPY

Invesco S&P Spin-Off ETF · $212MState Street SPDR S&P 500 ETF · $805B

+32.5%3 years · per year$23,283 · $18,174+22.0%

+14.1%5 years · per year$19,358 · $17,099+11.3%

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

0.13%12-mo yield$13 · $103 on $10k1.03%

−17.6%Worst dropSmaller wins−8.9%

25.5%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · SPY

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

CSD

Invesco S&P Spin-Off

$19,358

SPY

SPDR S&P 500

$17,099

MeasureCSDSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.13%1.03%

5 years, per year+14.1%+11.3%

3 years, per year+32.5%+22.0%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.5%13.6%

4–2measures won
SPY first

0.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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, SPY, IVV

Today

99.9%most shared, SPY and IVV

CSDSPYIVV

CSD—0.9%0.9%

SPY0.9%—99.9%

IVV0.9%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

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