Compare · 4 funds side by side · dividends reinvested

CSM, SCHB, VO and VUG

CSMProShares×SCHBSchwab×VOVanguard×VUGVanguard×

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

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

CSM, SCHB, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.8

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+10.2%+12.0%+22.1%+11.3%−9.4%13.3%$506M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, 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 · SCHB 2009 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSM

More Ways to See the Pairs

CSM vs SCHB: Top 5 Holdings

Today

CSM

19.3%in top 5

SCHB

in top 524.0%

CSMStockSCHB

5.1%AAPL7.0%

4.2%NVDA5.6%

3.9%MSFT5.4%

3.0%AMZN3.7%

3.2%

Cost, Income and Risk

Fees: CSM, SCHB, VO, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VO0.03%$3

VUG0.03%$3

CSM0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

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

CSMMeasureSCHB

+10.2%Year to dateJan 1 → Nov 11+12.4%

+12.0%1 yearTotal return+12.8%

+22.1%3 years · per year$10,000 became $18,201 · $18,033+21.7%

+11.3%5 years · per year$10,000 became $17,053 · $16,686+10.8%

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

1.05%Trailing 12-mo yield$105 · $105 a year on $10k1.05%

−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 11, 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 11, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

5Y

ProSharesCSM

+11.3%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

CSMSCHBFaded: behind in that period

2–2Level

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

CSM vs VO

YTD

ProSharesCSM

+10.2%

VOVanguard

+15.0%

+10.2%Year to date+15.0%

−9.4%Worst drop · 1Y−8.2%

13.3%Volatility · 1Y13.1%

1.0%Yield1.3%

$506MAssets$103B

4–0VO wins

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

Yields: CSM, SCHB, VO, VUG

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SCHB1.05%$105

CSM1.05%$105

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SCHB$105 − $3 = $102

CSM$105 − $45 = $60

VUG$41 − $3 = $38

KeptFee

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

Overlap: CSM, SCHB, VO, VUG

Today

54.1%most shared, CSM and SCHB

CSMSCHBVOVUG

CSM—54.1%23.8%34.8%

SCHB54.1%—15.4%50.2%

VO23.8%15.4%—10.2%

VUG34.8%50.2%10.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+15.0%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

CSMWorst drop−9.4%13.3% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VOSCHB

+15.0%Year to date+12.4%

1.3%Yield1.1%

+15.0%Past year+12.8%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 11, 2026

+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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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CSM, SCHB, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four