CSD vs SPY

ACSD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · SPY $17,118

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

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

Held in common0.8%CSD and SPY

CSD

SPY

Invesco S&P Spin-Off ETF · $211MState Street SPDR S&P 500 ETF · $819B

+32.7%3 years · per year$23,371 · $18,039+21.7%

+14.5%5 years · per year$19,674 · $17,118+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%

25.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · SPY

6.1%GEV0.3%

3.7%SNDK0.2%

7.7%HONA0.1%

7.4%VYLR0.1%

Held in common0.8%

End-of-day Nov 6, 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%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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

$19,674

SPY

SPDR S&P 500

$17,118

MeasureCSDSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.13%1.03%

5 years, per year+14.5%+11.3%

3 years, per year+32.7%+21.7%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.6%

4–2measures won
SPY first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CSD, SPY, VTI

Today

85.5%most shared, SPY and VTI

CSDSPYVTI

CSD—0.8%1.0%

SPY0.8%—85.5%

VTI1.0%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee