IVV vs CSD

AIVV

BCSD

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.8%IVV and CSD

IVV

CSD

iShares Core S&P 500 ETF · $853BInvesco S&P Spin-Off ETF · $204M

+21.8%3 years · per year$18,084 · $23,371+32.7%

+11.4%5 years · per year$17,177 · $19,674+14.5%

0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%

1.14%12-mo yield$114 · $13 on $10k0.13%

−8.9%Worst dropSmaller wins−17.6%

13.6%VolatilityLower wins25.4%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CSD

0.3%GEV6.1%

0.2%SNDK3.7%

0.1%HONA7.7%

0.1%VYLR7.4%

Held in common0.8%

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	BCSD	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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	BCSD	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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

IVV vs CSD

IVV

iShares Core S&P 500

$17,177

CSD

Invesco S&P Spin-Off

$19,674

MeasureIVVCSD

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.14%0.13%

5 years, per year+11.4%+14.5%

3 years, per year+21.8%+32.7%

Worst drop · 1Y−8.9%−17.6%

Volatility · 1Y13.6%25.4%

4–2measures won
IVV first

0.8%

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%

$178BAssets$778B

2–0SPYM wins

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

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

Overlap: IVV, CSD, SPY

Today

99.9%most shared, IVV and SPY

IVVCSDSPY

IVV—0.8%99.9%

CSD0.8%—0.8%

SPY99.9%0.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

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