CSD vs VTV

ACSD

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.4%CSD and VTV

CSD

VTV

Invesco S&P Spin-Off ETF · $209MVanguard Morningstar Value ETF · $184B

+35.3%3 years · per year$24,794 · $18,551+22.9%

+15.6%5 years · per year$20,683 · $18,352+12.9%

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

0.12%12-mo yield$12 · $180 on $10k1.80%

−17.1%Worst dropSmaller wins−6.4%

25.0%VolatilityLower wins10.2%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · VTV

7.6%HONA0.2%

9.2%GEHC0.1%

5.4%VLTO0.1%

6.8%Q0.0%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
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%	$209M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$209M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

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 VTV

CSD

Invesco S&P Spin-Off

$20,683

VTV

Vanguard Morningstar Value

$18,352

MeasureCSDVTV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%1.80%

5 years, per year+15.6%+12.9%

3 years, per year+35.3%+22.9%

Worst drop · 1Y−17.1%−6.4%

Volatility · 1Y25.0%10.2%

4–2measures won
VTV first

0.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSD, VTV

Today

0.4%most shared, CSD and VTV

CSDVTV

CSD—0.4%

VTV0.4%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

CSD$12 − $66 = −$54

KeptFee

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