Compare · 2 funds side by side · dividends reinvested

CSM and SCHB

CSMProShares×SCHBSchwab×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$19,103CSM · best of the two

02 / 04

CSM and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.4%+11.4%+24.1%+11.6%−9.4%12.5%$512M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSM 2009 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$17,292

CSM

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 54.2% in common

CSMMeasureSCHB

+9.4%Year to dateJan 1 → Nov 3+11.6%

+11.4%1 yearTotal return+11.7%

+24.1%3 years · per year$10,000 became $19,103 · $18,993+23.8%

+11.6%5 years · per year$10,000 became $17,292 · $16,894+11.1%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.1%

CSMSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SCHB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs SCHB: Top 5 Holdings

Today

CSM

19.5%in top 5

SCHB

in top 524.2%

CSMStockSCHB

4.9%AAPL6.8%

5.0%NVDA6.7%

3.7%MSFT5.2%

2.7%AMZN3.3%

3.1%IQMMnot top 5

not top 5GOOGL2.2%

Held in common54.2%

End-of-day Nov 3, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

ProSharesCSM

+11.6%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

CSMSCHBFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSM vs SCHB

YTD

ProSharesCSM

+9.4%

SCHBSchwab

+11.6%

+9.4%Year to date+11.6%

−9.4%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.1%

1.1%Yield1.1%

$512MAssets$44.0B

2–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CSM0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSM, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

CSM1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHB

Today

54.2%most shared, CSM and SCHB

CSMSCHB

CSM—54.2%

SCHB54.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

CSMWorst drop−9.4%12.5% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCSM

+11.6%Year to date+9.4%

1.1%Yield1.1%

+11.7%Past year+11.4%

0.03%Fee0.45%

3–0SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026