CSD vs VXF

ACSD

BVXF

Measures won2–4VXF wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common1.0%CSD and VXF

CSD

VXF

Invesco S&P Spin-Off ETF · $204MVanguard Extended Market ETF · $30.2B

+32.7%3 years · per year$23,371 · $17,249+19.9%

+14.5%5 years · per year$19,674 · $12,425+4.4%

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

0.13%12-mo yield$13 · $108 on $10k1.08%

−17.6%Worst dropSmaller wins−11.0%

25.4%VolatilityLower wins17.9%

2–4VXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · VXF

4.6%CR0.1%

4.3%SOLS0.1%

3.5%RAL0.1%

1.9%ECG0.1%

Held in common1.0%

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%	$204M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B

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%	$204M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B

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 VXF

CSD

Invesco S&P Spin-Off

$19,674

VXF

Vanguard Extended Market

$12,425

MeasureCSDVXF

Fee0.66%0.05%

Cost on $10k a year$66$5

Yield0.13%1.08%

5 years, per year+14.5%+4.4%

3 years, per year+32.7%+19.9%

Worst drop · 1Y−17.6%−11.0%

Volatility · 1Y25.4%17.9%

4–2measures won
VXF first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSD, VXF, VTV

Today

1.0%most shared, CSD and VXF

CSDVXFVTV

CSD—1.0%0.4%

VXF1.0%—0.9%

VTV0.4%0.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VXF$108 − $5 = $103

CSD$13 − $66 = −$53

KeptFee

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