Compare · 4 funds side by side · dividends reinvested

CSM, DFAC, IJH and VTV

CSMProShares×DFACDimensional×IJHiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

CSM, DFAC, IJH and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M3.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,787

CSM

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

CSMMeasureDFAC

+6.7%Year to dateJan 1 → Nov 6+11.4%

+9.1%1 yearTotal return+13.8%

+21.9%3 years · per year$10,000 became $18,102 · $17,722+21.0%

+10.9%5 years · per year$10,000 became $16,787 · $16,525+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

1.08%Trailing 12-mo yield$108 · $90 a year on $10k0.90%

−9.4%Worst dropSmaller is better−8.5%

13.2%VolatilityLower is calmer12.9%

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

3–5DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs DFAC: Top 5 Holdings

Today

CSM

19.9%in top 5

DFAC

in top 520.4%

CSMStockDFAC

5.1%AAPL5.9%

4.0%MSFT5.0%

4.6%NVDA4.8%

3.2%IQMMnot top 5

2.9%AMZN2.7%

not top 5META1.9%

Held in common52.2%

End-of-day Nov 6, 2026 · share of each fund

CSM vs DFAC Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

CSMDFACFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSM vs VTV

YTD

ProSharesCSM

+6.7%

VTVVanguard

+18.5%

+6.7%Year to date+18.5%

−9.4%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$499MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DFAC, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

DFAC0.21%$21

CSM0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSM, DFAC, IJH, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJH1.26%$126

CSM1.08%$108

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, DFAC, IJH, VTV

Today

52.2%most shared, CSM and DFAC

CSMDFACIJHVTV

CSM—52.2%0.0%32.0%

DFAC52.2%—11.4%38.0%

IJH0.0%11.4%—0.2%

VTV32.0%38.0%0.2%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

CSMWorst drop−9.4%13.2% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+18.5%Year to date+11.4%

1.9%Yield0.9%

+22.9%Past year+13.8%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026