IVV vs CSD

AIVV

BCSD

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.9%IVV and CSD

IVV

CSD

iShares Core S&P 500 ETF · $850BInvesco S&P Spin-Off ETF · $211M

+22.1%3 years · per year$18,221 · $23,283+32.5%

+11.4%5 years · per year$17,151 · $19,358+14.1%

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 wins25.5%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CSD

0.3%GEV6.2%

0.2%SNDK4.6%

0.1%HONA7.6%

0.1%VYLR7.3%

Held in common0.9%

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	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

IVV vs CSD

IVV

iShares Core S&P 500

$17,152

CSD

Invesco S&P Spin-Off

$19,358

MeasureIVVCSD

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.14%0.13%

5 years, per year+11.4%+14.1%

3 years, per year+22.1%+32.5%

Worst drop · 1Y−8.9%−17.6%

Volatility · 1Y13.6%25.5%

4–2measures won
IVV first

0.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, CSD, VOO

Today

93.5%most shared, IVV and VOO

IVVCSDVOO

IVV—0.9%93.5%

CSD0.9%—1.0%

VOO93.5%1.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CSD$13 − $66 = −$53

KeptFee

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