Compare · 2 funds side by side · dividends reinvested

CSM and IVV

CSMProShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

CSM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.3

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

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

CSM

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

$10,000 five years ago, dividends reinvested · they hold 56.2% in common

IVVMeasureCSM

+13.4%Year to dateJan 1 → Nov 4+11.2%

+13.5%1 yearTotal return+13.3%

+24.2%3 years · per year$10,000 became $19,178 · $19,199+24.3%

+12.6%5 years · per year$10,000 became $18,118 · $17,681+12.1%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.09%Trailing 12-mo yield$109 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−9.4%

12.9%VolatilityLower is calmer12.6%

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

6–2IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CSM: Top 5 Holdings

Today

IVV

27.3%in top 5

CSM

in top 519.6%

IVVStockCSM

7.7%NVDA5.1%

7.4%AAPL4.8%

5.9%MSFT3.8%

3.8%AMZN2.7%

not top 5IQMM3.1%

2.5%GOOGLnot top 5

Held in common56.2%

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

IVV vs CSM Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

CSMProShares

+12.1%

5 years, per year

IVVCSMFaded: behind in that period

3–1IVV wins

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

Core vs Stocks: IVV vs CSM

YTD

iSharesIVV

+13.4%

CSMProShares

+11.2%

+13.4%Year to date+11.2%

−8.9%Worst drop · 1Y−9.4%

12.9%Volatility · 1Y12.6%

1.1%Yield1.0%

$887BAssets$521M

3–1IVV wins

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

Cost, Income and Risk

Fees: CSM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CSM0.45%$45

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

Yields: CSM, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

CSM1.04%$104

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CSM$104 − $45 = $59

KeptFee

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

Overlap: CSM, IVV

Today

56.2%most shared, CSM and IVV

CSMIVV

CSM—56.2%

IVV56.2%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

CSMWorst drop−9.4%12.6% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IVVCSM

+13.4%Year to date+11.2%

1.1%Yield1.0%

+13.5%Past year+13.3%

0.03%Fee0.45%

4–0IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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