Compare · 3 funds side by side · dividends reinvested

CSM, DIA and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,889CSM · best of the three

Story of the three · IncomeMost incomeDIA · 1.37% · $137 a year on $10k

Story of the three · RiskSmallest drop

CSM, DIA and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.3%+10.6%+21.7%+11.1%−9.4%13.3%$509M2.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+10.0%+17.2%+9.4%−9.8%13.5%$46.0B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CSM 2009 · DIA 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $509M$16,889

CSM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $46.0B$15,701

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

CSMMeasure

More Ways to See the Pairs

CSM vs DIA: Top 5 Holdings

Today

CSM

19.1%in top 5

DIA

in top 533.3%

CSMStockDIA

not top 5GS10.5%

not top 5CAT6.8%

3.8%MSFT5.9%

not top 5AMGN5.3%

5.2%AAPLnot top 5

Cost, Income and Risk

Fees: CSM, DIA, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DIA0.16%$16

CSM0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CSM, DIA, IJH

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

DIA

+9.3%Year to dateJan 1 → Nov 13+10.1%

+10.6%1 yearTotal return+10.0%

+21.7%3 years · per year$10,000 became $18,009 · $16,086+17.2%

+11.1%5 years · per year$10,000 became $16,889 · $15,701+9.4%

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

1.06%Trailing 12-mo yield$106 · $137 a year on $10k1.37%

−9.4%Worst dropSmaller is better−9.8%

13.3%VolatilityLower is calmer13.5%

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

5–3CSM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5V4.8%

4.1%NVDAnot top 5

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common21.3%

End-of-day Nov 13, 2026 · share of each fund

CSM vs DIA Returns, Every Period

5Y

ProSharesCSM

+11.1%

5 years, per year

DIASPDR

+9.4%

5 years, per year

CSMDIAFaded: behind in that period

3–1CSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CSM vs DIA

YTD

ProSharesCSM

+9.3%

DIASPDR

+10.1%

+9.3%Year to date+10.1%

−9.4%Worst drop · 1Y−9.8%

13.3%Volatility · 1Y13.5%

1.1%Yield1.4%

$509MAssets$46.0B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IJH1.22%$122

CSM1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, DIA

DIA$137 − $16 = $121

IJH$122 − $5 = $117

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSM, DIA, IJH

Today

21.3%most shared, CSM and DIA

CSMDIAIJH

CSM—21.3%0.0%

DIA21.3%—0.0%

IJH0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.0%IJH, at 15.8% volatility

CSMWorst drop−9.4%13.3% vol

DIAWorst drop−9.8%13.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DIAIJH

+10.1%Year to date+12.7%

1.4%Yield1.2%

+10.0%Past year+14.0%

0.16%Fee0.05%

3–1IJH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CSM, DIA and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three