Compare · 3 funds side by side · dividends reinvested

CSM, IJR and VUG

CSMProShares×IJRiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,017CSM · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

CSM, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$506M1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: CSM 2009 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,017

CSM

IJR

iShares Core S&P Small-Cap ETF · $106B$13,218

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMMeasure

More Ways to See the Pairs

CSM vs IJR: Top 5 Holdings

Today

CSM

19.6%in top 5

IJR

in top 52.6%

CSMStockIJR

5.1%AAPLnot top 5

4.4%NVDAnot top 5

4.0%MSFTnot top 5

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Cost, Income and Risk

Fees: CSM, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

CSM0.45%$45

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

Yields: CSM, IJR, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IJR

+8.8%Year to dateJan 1 → Nov 10+18.5%

+12.5%1 yearTotal return+21.3%

+21.6%3 years · per year$10,000 became $17,962 · $15,695+16.2%

+11.2%5 years · per year$10,000 became $17,017 · $13,218+5.7%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $121 a year on $10k1.21%

−9.4%Worst dropSmaller is better−9.7%

13.3%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

not top 5MTCH0.5%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CSM vs IJR Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

IJRiShares

+5.7%

5 years, per year

CSMIJRFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSM vs IJR

YTD

ProSharesCSM

+8.8%

IJRiShares

+18.5%

+8.8%Year to date+18.5%

−9.4%Worst drop · 1Y−9.7%

13.3%Volatility · 1Y16.3%

1.1%Yield1.2%

$506MAssets$106B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

CSM1.06%$106

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSM, IJR, VUG

Today

34.9%most shared, CSM and VUG

CSMIJRVUG

CSM—0.0%34.9%

IJR0.0%—0.0%

VUG34.9%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

CSMWorst drop−9.4%13.3% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRCSM

+18.5%Year to date+8.8%

1.2%Yield1.1%

+21.3%Past year+12.5%

0.06%Fee0.45%

4–0IJR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CSM, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three