CSD vs VOO

ACSD

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common1.0%CSD and VOO

CSD

VOO

Invesco S&P Spin-Off ETF · $212MVanguard S&P 500 ETF · $1.00T

+35.3%3 years · per year$24,794 · $19,172+24.2%

+15.6%5 years · per year$20,683 · $18,115+12.6%

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

0.12%12-mo yield$12 · $105 on $10k1.05%

−17.1%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VOO

4.9%SNDK0.4%

6.8%GEV0.4%

7.6%HONA0.1%

9.2%GEHC0.0%

Held in common1.0%

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

All Three

5Y3 funds

#
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%	$212M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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 VOO

CSD

Invesco S&P Spin-Off

$20,683

VOO

Vanguard S&P 500

$18,115

MeasureCSDVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%1.05%

5 years, per year+15.6%+12.6%

3 years, per year+35.3%+24.2%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y25.0%12.8%

4–2measures won
VOO first

1.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: CSD, VOO, IWF

Today

59.1%most shared, VOO and IWF

CSDVOOIWF

CSD—1.0%1.3%

VOO1.0%—59.1%

IWF1.3%59.1%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

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