CSD vs VO

ACSD

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · VTV $17,865

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.9%CSD and VO

CSD

Invesco S&P Spin-Off ETF · $204MVanguard Morningstar Mid-Cap ETF · $103B

+33.4%3 years · per year$23,737 · $16,763+18.8%

+15.1%5 years · per year$20,191 · $13,867+6.8%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $135 on $10k1.35%

−17.6%Worst dropSmaller wins−8.2%

25.7%VolatilityLower wins13.1%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VO

9.8%GEHC0.3%

7.7%HONA0.2%

5.7%VLTO0.2%

7.0%Q0.1%

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 Three

5Y3 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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 VO

CSD

Invesco S&P Spin-Off

$20,191

Vanguard Morningstar Mid-Cap

$13,867

MeasureCSDVO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%1.35%

5 years, per year+15.1%+6.8%

3 years, per year+33.4%+18.8%

Worst drop · 1Y−17.6%−8.2%

Volatility · 1Y25.7%13.1%

4–2measures won
VO first

0.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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, VO, VTV

Today

28.5%most shared, VO and VTV

CSDVOVTV

CSD—0.9%0.4%

VO0.9%—28.5%

VTV0.4%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

CSD$12 − $66 = −$54

KeptFee

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