Compare · 4 funds side by side · dividends reinvested

CSM, DFAC, VUG and VO

CSMProShares×DFACDimensional×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,787CSM · best of the four

02 / 04

CSM, DFAC, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

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%$85.7B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

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 · VUG 2004 · VO 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 VO

YTD

ProSharesCSM

+6.7%

VOVanguard

+10.6%

+6.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

13.2%Volatility · 1Y12.9%

1.1%Yield1.4%

$499MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: CSM, DFAC, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

CSM0.45%$45

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

Yields: CSM, DFAC, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

CSM1.08%$108

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

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

Overlap: CSM, DFAC, VUG, VO

Today

52.2%most shared, CSM and DFAC

CSMDFACVUGVO

CSM—52.2%34.5%23.9%

DFAC52.2%—35.7%19.7%

VUG34.5%35.7%—10.2%

VO23.9%19.7%10.2%—

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

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.1B

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