CSD vs VIG

ACSD

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · VIG $16,638

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.4%CSD and VIG

CSD

VIG

Invesco S&P Spin-Off ETF · $204MVanguard Dividend Appreciation ETF · $109B

+33.4%3 years · per year$23,737 · $16,775+18.8%

+15.1%5 years · per year$20,191 · $16,638+10.7%

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

0.12%12-mo yield$12 · $146 on $10k1.46%

−17.6%Worst dropSmaller wins−7.9%

25.7%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · VIG

7.7%HONA0.2%

5.7%VLTO0.1%

4.5%SOLS0.0%

2.9%MBGL0.0%

Held in common0.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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 VIG

CSD

Invesco S&P Spin-Off

$20,191

VIG

Vanguard Dividend Appreciation

$16,638

MeasureCSDVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield0.12%1.46%

5 years, per year+15.1%+10.7%

3 years, per year+33.4%+18.8%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y25.7%11.0%

4–2measures won
VIG first

0.4%

holdings shared

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

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$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSD, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

CSDVIGVUGSCHD

CSD—0.4%1.4%0.0%

VIG0.4%—26.4%14.5%

VUG1.4%26.4%—0.8%

SCHD0.0%14.5%0.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

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