Compare · 4 funds side by side · dividends reinvested

CSM, IVV, VOO and VUG

CSMProShares×IVViShares×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

CSM, IVV, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSM 2009 · IVV 2000 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,787

CSM

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

CSMMeasureIVV

+6.7%Year to dateJan 1 → Nov 6+8.7%

+9.1%1 yearTotal return+9.8%

+21.9%3 years · per year$10,000 became $18,102 · $18,084+21.8%

+10.9%5 years · per year$10,000 became $16,787 · $17,177+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.08%Trailing 12-mo yield$108 · $114 a year on $10k1.14%

−9.4%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs IVV: Top 5 Holdings

Today

CSM

19.9%in top 5

IVV

in top 527.8%

CSMStockIVV

5.1%AAPL7.9%

4.6%NVDA6.9%

4.0%MSFT6.3%

2.9%AMZN4.0%

3.2%IQMMnot top 5

not top 5GOOGL2.6%

Held in common55.9%

End-of-day Nov 6, 2026 · share of each fund

CSM vs IVV Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

CSMIVVFaded: behind in that period

1–3IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs IVV

YTD

ProSharesCSM

+6.7%

IVViShares

+8.7%

+6.7%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.1%Yield1.1%

$499MAssets$853B

2–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, IVV, VOO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VUG0.03%$3

CSM0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSM, IVV, VOO, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

CSM1.08%$108

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSM, IVV, VOO, VUG

Today

92.2%most shared, IVV and VOO

CSMIVVVOOVUG

CSM—55.9%54.6%34.5%

IVV55.9%—92.2%54.8%

VOO54.6%92.2%—58.2%

VUG34.5%54.8%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

CSMWorst drop−9.4%13.2% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026