Compare · 4 funds side by side · dividends reinvested

CSM, IVV, VUG and SPY

CSMProShares×IVViShares×VUGVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

CSM, IVV, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: CSM 2009 · IVV 2000 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $508M$17,122

CSM

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

CSMMeasureIVV

+9.1%Year to dateJan 1 → Nov 9+11.3%

+13.1%1 yearTotal return+13.6%

+22.2%3 years · per year$10,000 became $18,244 · $18,159+22.0%

+11.4%5 years · per year$10,000 became $17,122 · $17,545+11.9%

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

1.06%Trailing 12-mo yield$106 · $111 a year on $10k1.11%

−9.4%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.8%

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

2–6IVV 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 IVV: Top 5 Holdings

Today

CSM

19.9%in top 5

IVV

in top 527.8%

CSMStockIVV

5.1%AAPL7.9%

4.7%NVDA7.1%

4.0%MSFT6.2%

2.9%AMZN4.0%

3.2%IQMMnot top 5

not top 5GOOGL2.6%

Held in common56.0%

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

CSM vs IVV Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

CSMIVVFaded: behind in that period

1–3IVV wins

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

Stocks vs Core: CSM vs IVV

YTD

ProSharesCSM

+9.1%

IVViShares

+11.3%

+9.1%Year to date+11.3%

−9.4%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.8%

1.1%Yield1.1%

$508MAssets$875B

2–1IVV wins

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

Cost, Income and Risk

Fees: CSM, IVV, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

CSM0.45%$45

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

Yields: CSM, IVV, VUG, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

CSM1.06%$106

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

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

Overlap: CSM, IVV, VUG, SPY

Today

99.9%most shared, IVV and SPY

CSMIVVVUGSPY

CSM—56.0%34.8%56.0%

IVV56.0%—55.1%99.9%

VUG34.8%55.1%—55.1%

SPY56.0%99.9%55.1%—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

CSMWorst drop−9.4%13.3% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026