Compare · 3 funds side by side · dividends reinvested

CSM, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,122CSM · best of the three

02 / 04

CSM, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$499M1.6

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSM 2009 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$17,122

CSM

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

CSMMeasureIWF

+9.1%Year to dateJan 1 → Nov 9−2.5%

+13.1%1 yearTotal return−2.2%

+22.2%3 years · per year$10,000 became $18,244 · $17,207+19.8%

+11.4%5 years · per year$10,000 became $17,122 · $15,892+9.7%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.06%Trailing 12-mo yield$106 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.5%

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

7–1CSM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs IWF: Top 5 Holdings

Today

CSM

19.9%in top 5

IWF

in top 539.7%

CSMStockIWF

4.7%NVDA14.3%

5.1%AAPL8.8%

4.0%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common35.7%

End-of-day Nov 9, 2026 · share of each fund

CSM vs IWF Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

IWFiShares

+9.7%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSM vs DIA

YTD

ProSharesCSM

+9.1%

DIASPDR

+10.1%

+9.1%Year to date+10.1%

−9.4%Worst drop · 1Y−9.8%

13.3%Volatility · 1Y13.6%

1.1%Yield1.4%

$499MAssets$44.0B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, DIA, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

CSM1.06%$106

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

CSM$106 − $45 = $61

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, DIA, IWF

Today

35.7%most shared, CSM and IWF

CSMDIAIWF

CSM—21.6%35.7%

DIA21.6%—21.7%

IWF35.7%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.2%DIA, at 13.6% volatility

CSMWorst drop−9.4%13.3% vol

DIAWorst drop−9.8%13.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIACSM

+10.1%Year to date+9.1%

1.4%Yield1.1%

+13.2%Past year+13.1%

0.16%Fee0.45%

4–0DIA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026