Compare · 3 funds side by side · dividends reinvested

CSM, IWF and VUG

CSMProShares×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,826CSM · best of the three

02 / 04

CSM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSM 2009 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$16,826

CSM

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

CSMMeasureIWF

+6.8%Year to dateJan 1 → Nov 5−6.5%

+9.8%1 yearTotal return−7.6%

+22.3%3 years · per year$10,000 became $18,272 · $17,073+19.5%

+11.0%5 years · per year$10,000 became $16,826 · $15,330+8.9%

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 calmer19.3%

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

7–1CSM wins

End-of-day Nov 5, 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

19.8%in top 5

IWF

in top 539.6%

CSMStockIWF

4.8%NVDA14.6%

5.0%AAPL8.5%

4.0%MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

3.1%IQMMnot top 5

2.8%AMZNnot top 5

Held in common36.0%

End-of-day Nov 5, 2026 · share of each fund

CSM vs IWF Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

IWFiShares

+8.9%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSM vs VUG

YTD

ProSharesCSM

+6.8%

VUGVanguard

+0.5%

+6.8%Year to date+0.5%

−9.4%Worst drop · 1Y−15.1%

13.2%Volatility · 1Y19.0%

1.1%Yield0.4%

$521MAssets$233B

4–0CSM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSM, IWF, VUG

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$63most kept, CSM

CSM$108 − $45 = $63

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSM, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSMIWFVUG

CSM—36.0%35.1%

IWF36.0%—78.0%

VUG35.1%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%CSM, at 13.2% volatility

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSMVUG

+6.8%Year to date+0.5%

1.1%Yield0.4%

+9.8%Past year−0.6%

0.45%Fee0.03%

3–1CSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026