Compare · 2 funds side by side · dividends reinvested

CSM and IWF

CSMProShares×IWFiShares×

Versus in desk

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

02 / 04

CSM and IWF, 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%$512M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$17,681

CSM

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

CSMMeasureIWF

+11.2%Year to dateJan 1 → Nov 4−0.1%

+13.3%1 yearTotal return−3.0%

+24.3%3 years · per year$10,000 became $19,199 · $18,310+22.3%

+12.1%5 years · per year$10,000 became $17,681 · $16,559+10.6%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.04%Trailing 12-mo yield$104 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−15.6%

12.6%VolatilityLower is calmer18.3%

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

7–1CSM wins

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 IWF: Top 5 Holdings

Today

CSM

19.6%in top 5

IWF

in top 539.3%

CSMStockIWF

5.1%NVDA15.1%

4.8%AAPL8.1%

3.8%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common36.2%

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

CSM vs IWF Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

IWFiShares

+10.6%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

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

CSM vs IWF

YTD

ProSharesCSM

+11.2%

IWFiShares

−0.1%

+11.2%Year to date−0.1%

−9.4%Worst drop · 1Y−15.6%

12.6%Volatility · 1Y18.3%

1.0%Yield0.4%

$512MAssets$120B

4–0CSM wins

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

Cost, Income and Risk

Fees: CSM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CSM0.45%$45

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

Yields: CSM, IWF

1.04%highest, CSM

FundTrailing yieldYield$10k

CSM1.04%$104

IWF0.37%$37

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

Income After Fees on $10,000

$59most kept, CSM

CSM$104 − $45 = $59

IWF$37 − $18 = $19

KeptFee

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

Overlap: CSM, IWF

Today

36.2%most shared, CSM and IWF

CSMIWF

CSM—36.2%

IWF36.2%—

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

Return vs Bumpiness: 2 ETFs

+13.3%CSM, at 12.6% volatility

CSMWorst drop−9.4%12.6% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CSMIWF

+11.2%Year to date−0.1%

1.0%Yield0.4%

+13.3%Past year−3.0%

0.45%Fee0.18%

3–1CSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026