Compare · 3 funds side by side · dividends reinvested

CSM, SCHB and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,017CSM · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

CSM, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.2B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$508M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSM 2009 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $508M$17,017

CSM

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,600

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

CSMMeasure

More Ways to See the Pairs

CSM vs SCHB: Top 5 Holdings

Today

CSM

19.6%in top 5

SCHB

in top 524.8%

CSMStockSCHB

5.1%AAPL7.0%

4.4%NVDA6.3%

4.0%MSFT5.5%

2.9%AMZN3.6%

3.2%

Cost, Income and Risk

Fees: CSM, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

CSM0.45%$45

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

Yields: CSM, SCHB, IJH

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHB

+8.8%Year to dateJan 1 → Nov 10+11.1%

+12.5%1 yearTotal return+13.1%

+21.6%3 years · per year$10,000 became $17,962 · $17,818+21.2%

+11.2%5 years · per year$10,000 became $17,017 · $16,600+10.7%

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

1.06%Trailing 12-mo yield$106 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer14.0%

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

3–4SCHB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

IQMM

not top 5

not top 5GOOGL2.3%

Held in common54.1%

End-of-day Nov 10, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

SCHBSchwab

+10.7%

5 years, per year

CSMSCHBFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSM vs IJH

YTD

ProSharesCSM

+8.8%

IJHiShares

+13.2%

+8.8%Year to date+13.2%

−9.4%Worst drop · 1Y−8.8%

13.3%Volatility · 1Y15.7%

1.1%Yield1.2%

$508MAssets$125B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SCHB1.06%$106

CSM1.06%$106

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

SCHB$106 − $3 = $103

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHB, IJH

Today

54.1%most shared, CSM and SCHB

CSMSCHBIJH

CSM—54.1%0.1%

SCHB54.1%—4.7%

IJH0.1%4.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.7%IJH, at 15.7% volatility

CSMWorst drop−9.4%13.3% vol

SCHBWorst drop−8.9%14.0% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSCHB

+13.2%Year to date+11.1%

1.2%Yield1.1%

+15.7%Past year+13.1%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CSM, SCHB and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three