CSD vs VIG

ACSD

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.4%CSD and VIG

CSD

VIG

Invesco S&P Spin-Off ETF · $209MVanguard Dividend Appreciation ETF · $109B

+35.3%3 years · per year$24,794 · $17,533+20.6%

+15.6%5 years · per year$20,683 · $17,005+11.2%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $144 on $10k1.44%

−17.1%Worst dropSmaller wins−7.9%

25.0%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · VIG

7.6%HONA0.2%

5.4%VLTO0.1%

4.5%SOLS0.0%

2.7%MBGL0.0%

Held in common0.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

CSD

Invesco S&P Spin-Off

$20,683

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCSDVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield0.12%1.44%

5 years, per year+15.6%+11.2%

3 years, per year+35.3%+20.6%

Worst drop · 1Y−17.1%−7.9%

Volatility · 1Y25.0%10.2%

4–2measures won
VIG first

0.4%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG

Today

0.4%most shared, CSD and VIG

CSDVIG

CSD—0.4%

VIG0.4%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CSD$12 − $66 = −$54

KeptFee

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