CSD vs VUG

ACSD

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common1.4%CSD and VUG

CSD

VUG

Invesco S&P Spin-Off ETF · $209MVanguard Morningstar Growth ETF · $233B

+35.3%3 years · per year$24,794 · $19,712+25.4%

+15.6%5 years · per year$20,683 · $17,153+11.4%

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

0.12%12-mo yield$12 · $40 on $10k0.40%

−17.1%Worst dropSmaller wins−16.1%

25.0%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · VUG

4.9%SNDK0.7%

6.8%GEV0.7%

Held in common1.4%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

CSD

Invesco S&P Spin-Off

$20,683

VUG

Vanguard Morningstar Growth

$17,153

MeasureCSDVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%0.40%

5 years, per year+15.6%+11.4%

3 years, per year+35.3%+25.4%

Worst drop · 1Y−17.1%−16.1%

Volatility · 1Y25.0%18.2%

4–2measures won
VUG first

1.4%

holdings shared

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

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$61.1B

1–1level

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, VUG

Today

1.4%most shared, CSD and VUG

CSDVUG

CSD—1.4%

VUG1.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

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