CSD vs VXF

ACSD

BVXF

Measures won2–4VXF wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · IWF $15,330

Lowest cost0.05%VXF · $5 on $10k

Most income1.09%VXF · $109 on $10k

Smallest drop−11.0%VXF · worst fall in 1Y

Held in common1.0%CSD and VXF

CSD

VXF

Invesco S&P Spin-Off ETF · $212MVanguard Extended Market ETF · $30.2B

+32.5%3 years · per year$23,283 · $17,165+19.7%

+14.1%5 years · per year$19,358 · $12,303+4.2%

0.66%Expense ratio$66 · $5 on $10k · lower wins0.05%

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

−17.6%Worst dropSmaller wins−11.0%

25.5%VolatilityLower wins17.9%

2–4VXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VXF

4.5%CR0.1%

4.3%SOLS0.1%

3.8%RAL0.1%

2.0%ECG0.1%

Held in common1.0%

End-of-day Nov 5, 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%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

End-of-day Nov 5, 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%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

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

Cards for this view

CSD vs VXF

CSD

Invesco S&P Spin-Off

$19,358

VXF

Vanguard Extended Market

$12,303

MeasureCSDVXF

Fee0.66%0.05%

Cost on $10k a year$66$5

Yield0.13%1.09%

5 years, per year+14.1%+4.2%

3 years, per year+32.5%+19.7%

Worst drop · 1Y−17.6%−11.0%

Volatility · 1Y25.5%17.9%

4–2measures won
VXF first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSD, VXF, IWF

Today

4.7%most shared, VXF and IWF

CSDVXFIWF

CSD—1.0%1.2%

VXF1.0%—4.7%

IWF1.2%4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee