CSD vs VUG

ACSD

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VOO $17,177

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.4%CSD and VUG

CSD

VUG

Invesco S&P Spin-Off ETF · $211MVanguard Morningstar Growth ETF · $233B

+32.7%3 years · per year$23,371 · $18,415+22.6%

+14.5%5 years · per year$19,674 · $16,124+10.0%

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

0.13%12-mo yield$13 · $42 on $10k0.42%

−17.6%Worst dropSmaller wins−15.1%

25.4%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VUG

3.7%SNDK0.7%

6.1%GEV0.7%

Held in common1.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

CSD

Invesco S&P Spin-Off

$19,674

VUG

Vanguard Morningstar Growth

$16,124

MeasureCSDVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.13%0.42%

5 years, per year+14.5%+10.0%

3 years, per year+32.7%+22.6%

Worst drop · 1Y−17.6%−15.1%

Volatility · 1Y25.4%19.0%

4–2measures won
VUG first

1.4%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: CSD, VUG, VOO

Today

58.2%most shared, VUG and VOO

CSDVUGVOO

CSD—1.4%1.0%

VUG1.4%—58.2%

VOO1.0%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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