CSD vs VUG

ACSD

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · SPY $17,493

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common1.4%CSD and VUG

CSD

VUG

Invesco S&P Spin-Off ETF · $204MVanguard Morningstar Growth ETF · $233B

+33.4%3 years · per year$23,737 · $18,569+22.9%

+15.1%5 years · per year$20,191 · $16,565+10.6%

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

0.12%12-mo yield$12 · $41 on $10k0.41%

−17.6%Worst dropSmaller wins−15.1%

25.7%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VUG

3.8%SNDK0.7%

6.0%GEV0.7%

Held in common1.4%

End-of-day Nov 9, 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%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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

$20,191

VUG

Vanguard Morningstar Growth

$16,565

MeasureCSDVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.12%0.41%

5 years, per year+15.1%+10.6%

3 years, per year+33.4%+22.9%

Worst drop · 1Y−17.6%−15.1%

Volatility · 1Y25.7%19.1%

4–2measures won
VUG first

1.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSD, VUG, SPY

Today

55.1%most shared, VUG and SPY

CSDVUGSPY

CSD—1.4%0.9%

VUG1.4%—55.1%

SPY0.9%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee