Compare · 3 funds side by side · dividends reinvested

CSM, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,681CSM · best of the three

02 / 04

CSM, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.8

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

CSMMeasureDIA

+11.2%Year to dateJan 1 → Nov 4+12.2%

+13.3%1 yearTotal return+14.2%

+24.3%3 years · per year$10,000 became $19,199 · $16,984+19.3%

+12.1%5 years · per year$10,000 became $17,681 · $16,375+10.4%

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

1.04%Trailing 12-mo yield$104 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−9.8%

12.6%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 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

19.6%in top 5

DIA

in top 533.5%

CSMStockDIA

not top 5GS10.3%

not top 5CAT7.2%

3.8%MSFT6.0%

not top 5AMGN5.3%

5.1%NVDAnot top 5

4.8%AAPLnot top 5

not top 5V4.8%

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common21.1%

End-of-day Nov 4, 2026 · share of each fund

CSM vs DIA Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

DIASPDR

+10.4%

5 years, per year

CSMDIAFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSM vs DIA

YTD

ProSharesCSM

+11.2%

DIASPDR

+12.2%

+11.2%Year to date+12.2%

−9.4%Worst drop · 1Y−9.8%

12.6%Volatility · 1Y12.9%

1.0%Yield1.3%

$521MAssets$44.9B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, DIA, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

CSM1.04%$104

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CSM$104 − $45 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, DIA, VUG

Today

35.1%most shared, CSM and VUG

CSMDIAVUG

CSM—21.1%35.1%

DIA21.1%—20.5%

VUG35.1%20.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

CSMWorst drop−9.4%12.6% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIACSM

+12.2%Year to date+11.2%

1.3%Yield1.0%

+14.2%Past year+13.3%

0.16%Fee0.45%

4–0DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026