Compare · 3 funds side by side · dividends reinvested

CSM, IWF and VO

CSMProShares×IWFiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,787CSM · best of the three

02 / 04

CSM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

CSMMeasureIWF

+6.7%Year to dateJan 1 → Nov 6−5.3%

+9.1%1 yearTotal return−6.5%

+21.9%3 years · per year$10,000 became $18,102 · $17,022+19.4%

+10.9%5 years · per year$10,000 became $16,787 · $15,442+9.1%

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

1.08%Trailing 12-mo yield$108 · $39 a year on $10k0.39%

−9.4%Worst dropSmaller is better−14.6%

13.2%VolatilityLower is calmer19.4%

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

7–1CSM 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 IWF: Top 5 Holdings

Today

CSM

19.9%in top 5

IWF

in top 539.8%

CSMStockIWF

4.6%NVDA14.1%

5.1%AAPL9.0%

4.0%MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common35.5%

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

CSM vs IWF Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

IWFiShares

+9.1%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

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

CSM vs VO

YTD

ProSharesCSM

+6.7%

VOVanguard

+10.6%

+6.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

13.2%Volatility · 1Y12.9%

1.1%Yield1.4%

$499MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: CSM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

CSM0.45%$45

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

Yields: CSM, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

CSM1.08%$108

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

CSM$108 − $45 = $63

IWF$39 − $18 = $21

KeptFee

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

Overlap: CSM, IWF, VO

Today

35.5%most shared, CSM and IWF

CSMIWFVO

CSM—35.5%23.9%

IWF35.5%—9.2%

VO23.9%9.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

CSMWorst drop−9.4%13.2% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VOCSM

+10.6%Year to date+6.7%

1.4%Yield1.1%

+11.6%Past year+9.1%

0.03%Fee0.45%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026