CSD vs SPY

ACSD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · VOO $17,543

Lowest cost0.03%VUG · $3 on $10k

Most income1.07%VOO · $107 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 · $204MState Street SPDR S&P 500 ETF · $778B

+33.4%3 years · per year$23,737 · $18,118+21.9%

+15.1%5 years · per year$20,191 · $17,493+11.8%

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

0.12%12-mo yield$12 · $101 on $10k1.01%

−17.6%Worst dropSmaller wins−8.9%

25.7%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · SPY

6.0%GEV0.3%

3.8%SNDK0.2%

7.7%HONA0.1%

7.4%VYLR0.1%

Held in common0.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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

$20,191

SPY

SPDR S&P 500

$17,493

MeasureCSDSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.12%1.01%

5 years, per year+15.1%+11.8%

3 years, per year+33.4%+21.9%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.7%13.7%

4–2measures won
SPY first

0.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CSD, SPY, VUG, VOO

Today

92.7%most shared, SPY and VOO

CSDSPYVUGVOO

CSD—0.9%1.4%1.0%

SPY0.9%—55.1%92.7%

VUG1.4%55.1%—58.2%

VOO1.0%92.7%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee