Compare · 3 funds side by side · dividends reinvested

CSM, IWF and IVV

CSMProShares×IWFiShares×IVViShares×

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

02 / 04

CSM, IWF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Rank among the three1st → 3rdFee, 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 · IWF 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

CSMMeasureIWF

+9.1%Year to dateJan 1 → Nov 9−2.5%

+13.1%1 yearTotal return−2.2%

+22.2%3 years · per year$10,000 became $18,244 · $17,207+19.8%

+11.4%5 years · per year$10,000 became $17,122 · $15,892+9.7%

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

1.06%Trailing 12-mo yield$106 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.5%

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

7–1CSM 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 IWF: Top 5 Holdings

Today

CSM

19.9%in top 5

IWF

in top 539.7%

CSMStockIWF

4.7%NVDA14.3%

5.1%AAPL8.8%

4.0%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common35.7%

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

CSM vs IWF Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

IWFiShares

+9.7%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM 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, IWF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

CSM0.45%$45

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

Yields: CSM, IWF, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

CSM1.06%$106

IWF0.38%$38

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

CSM$106 − $45 = $61

IWF$38 − $18 = $20

KeptFee

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

Overlap: CSM, IWF, IVV

Today

56.0%most shared, CSM and IVV

CSMIWFIVV

CSM—35.7%56.0%

IWF35.7%—56.0%

IVV56.0%56.0%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

CSMWorst drop−9.4%13.3% vol

IVVWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IVVCSM

+11.3%Year to date+9.1%

1.1%Yield1.1%

+13.6%Past year+13.1%

0.03%Fee0.45%

3–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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