CSD vs VTI

ACSD

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · SPY $17,118

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

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

Held in common1.0%CSD and VTI

CSD

VTI

Invesco S&P Spin-Off ETF · $211MVanguard Morningstar Total Stock Market ETF · $689B

+32.7%3 years · per year$23,371 · $18,004+21.7%

+14.5%5 years · per year$19,674 · $16,375+10.4%

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

0.13%12-mo yield$13 · $109 on $10k1.09%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VTI

3.7%SNDK0.3%

6.1%GEV0.3%

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 Three

5Y3 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

CSD

Invesco S&P Spin-Off

$19,674

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureCSDVTI

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.13%1.09%

5 years, per year+14.5%+10.4%

3 years, per year+32.7%+21.7%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.7%

4–2measures won
VTI 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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, VTI, SPY

Today

85.5%most shared, VTI and SPY

CSDVTISPY

CSD—1.0%0.8%

VTI1.0%—85.5%

SPY0.8%85.5%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

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