VUG vs CSD

AVUG

BCSD

Measures won4–2VUG wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common1.4%VUG and CSD

VUG

CSD

Vanguard Morningstar Growth ETF · $233BInvesco S&P Spin-Off ETF · $211M

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

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

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

0.42%12-mo yield$42 · $13 on $10k0.13%

−15.1%Worst dropSmaller wins−17.6%

19.0%VolatilityLower wins25.4%

4–2VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · CSD

0.7%SNDK3.7%

0.7%GEV6.1%

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

Both

5Y2 funds

#			Trend
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%	$211M
2	AVUG	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

Both

5Y2 funds

#			Trend
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%	$211M
2	AVUG	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

VUG vs CSD

VUG

Vanguard Morningstar Growth

$16,124

CSD

Invesco S&P Spin-Off

$19,674

MeasureVUGCSD

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield0.42%0.13%

5 years, per year+10.0%+14.5%

3 years, per year+22.6%+32.7%

Worst drop · 1Y−15.1%−17.6%

Volatility · 1Y19.0%25.4%

4–2measures won
VUG first

1.4%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, CSD

Today

1.4%most shared, VUG and CSD

VUGCSD

VUG—1.4%

CSD1.4%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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