CSD vs VOO

ACSD

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.0%CSD and VOO

CSD

VOO

Invesco S&P Spin-Off ETF · $211MVanguard S&P 500 ETF · $1.00T

+32.7%3 years · per year$23,371 · $18,079+21.8%

+14.5%5 years · per year$19,674 · $17,177+11.4%

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

0.13%12-mo yield$13 · $110 on $10k1.10%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSD · VOO

3.7%SNDK0.4%

6.1%GEV0.4%

7.7%HONA0.1%

10.2%GEHC0.0%

Held in common1.0%

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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VOO

CSD

Invesco S&P Spin-Off

$19,674

VOO

Vanguard S&P 500

$17,177

MeasureCSDVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.13%1.10%

5 years, per year+14.5%+11.4%

3 years, per year+32.7%+21.8%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.5%

4–2measures won
VOO first

1.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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, VOO, IVV, VUG

Today

92.2%most shared, VOO and IVV

CSDVOOIVVVUG

CSD—1.0%0.8%1.4%

VOO1.0%—92.2%58.2%

IVV0.8%92.2%—54.8%

VUG1.4%58.2%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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