Compare · 3 funds side by side · dividends reinvested

CSM, IWF and VUG

CSMProShares×IWFiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,053CSM · best of the three

Story of the three · IncomeMost incomeCSM · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

CSM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+10.2%+12.0%+22.1%+11.3%−9.4%13.3%$506M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSM 2009 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,053

CSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 34.8% in common

CSMMeasure

More Ways to See the Pairs

CSM vs VUG: Top 5 Holdings

Today

CSM

19.3%in top 5

VUG

in top 545.2%

CSMStockVUG

4.2%NVDA13.5%

5.1%AAPL12.5%

3.9%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 11, 2026 · fee on $10,000 a year

Yields: CSM, IWF, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+10.2%Year to dateJan 1 → Nov 11+5.1%

+12.0%1 yearTotal return+3.6%

+22.1%3 years · per year$10,000 became $18,201 · $18,430+22.6%

+11.3%5 years · per year$10,000 became $17,053 · $16,557+10.6%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.05%Trailing 12-mo yield$105 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

13.3%VolatilityLower is calmer19.1%

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

6–2CSM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.2%IQMMnot top 5

3.0%AMZNnot top 5

Held in common34.8%

End-of-day Nov 11, 2026 · share of each fund

CSM vs VUG Returns, Every Period

5Y

ProSharesCSM

+11.3%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

CSMVUGFaded: behind in that period

3–1CSM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CSM vs VUG

YTD

ProSharesCSM

+10.2%

VUGVanguard

+5.1%

+10.2%Year to date+5.1%

−9.4%Worst drop · 1Y−15.1%

13.3%Volatility · 1Y19.1%

1.0%Yield0.4%

$506MAssets$233B

4–0CSM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.05%highest, CSM

FundTrailing yieldYield$10k

CSM1.05%$105

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$60most kept, CSM

CSM$105 − $45 = $60

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSM, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSMIWFVUG

CSM—35.7%34.8%

IWF35.7%—78.0%

VUG34.8%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.0%CSM, at 13.3% volatility

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CSMVUG

+10.2%Year to date+5.1%

1.0%Yield0.4%

+12.0%Past year+3.6%

0.45%Fee0.03%

3–1CSM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSM, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three