Compare · 2 funds side by side · dividends reinvested

CSM and DIA

CSMProShares×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,292CSM · best of the two

02 / 04

CSM and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.4%+11.4%+24.1%+11.6%−9.4%12.5%$512M1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.8

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 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

CSMMeasureDIA

+9.4%Year to dateJan 1 → Nov 3+8.8%

+11.4%1 yearTotal return+10.3%

+24.1%3 years · per year$10,000 became $19,103 · $16,728+18.7%

+11.6%5 years · per year$10,000 became $17,292 · $15,770+9.5%

0.45%Expense ratio$45 · $16 a year on $10k · lower is better0.16%

1.06%Trailing 12-mo yield$106 · $139 a year on $10k1.39%

−9.4%Worst dropSmaller is better−9.8%

12.5%VolatilityLower is calmer12.6%

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

6–2CSM 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 DIA: Top 5 Holdings

Today

CSM

19.5%in top 5

DIA

in top 533.8%

CSMStockDIA

not top 5GS10.5%

not top 5CAT7.3%

3.7%MSFT6.0%

not top 5AMGN5.2%

5.0%NVDAnot top 5

4.9%AAPLnot top 5

not top 5UNH4.7%

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common21.2%

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

CSM vs DIA Returns, Every Period

ProSharesCSM

+11.6%

5 years, per year

DIASPDR

+9.5%

5 years, per year

CSMDIAFaded: behind in that period

4–0CSM wins

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

CSM vs DIA

YTD

ProSharesCSM

+9.4%

DIASPDR

+8.8%

+9.4%Year to date+8.8%

−9.4%Worst drop · 1Y−9.8%

12.5%Volatility · 1Y12.6%

1.1%Yield1.4%

$512MAssets$45.1B

3–1CSM wins

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

Cost, Income and Risk

Fees: CSM, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CSM0.45%$45

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

Yields: CSM, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

CSM1.06%$106

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

CSM$106 − $45 = $61

KeptFee

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

Overlap: CSM, DIA

Today

21.2%most shared, CSM and DIA

CSMDIA

CSM—21.2%

DIA21.2%—

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

Return vs Bumpiness: 2 ETFs

+11.4%CSM, at 12.5% volatility

CSMWorst drop−9.4%12.5% vol

DIAWorst drop−9.8%12.6% vol

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

Paid More vs Made More

YTD

DIACSM

+8.8%Year to date+9.4%

1.4%Yield1.1%

+10.3%Past year+11.4%

0.16%Fee0.45%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026