Compare · 3 funds side by side · dividends reinvested

CSM, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,681CSM · best of the three

02 / 04

CSM, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

CSMMeasureSCHB

+11.2%Year to dateJan 1 → Nov 4+13.3%

+13.3%1 yearTotal return+13.3%

+24.3%3 years · per year$10,000 became $19,199 · $19,056+24.0%

+12.1%5 years · per year$10,000 became $17,681 · $17,270+11.5%

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

1.04%Trailing 12-mo yield$104 · $104 a year on $10k1.04%

−9.4%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.1%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs SCHB: Top 5 Holdings

Today

CSM

19.6%in top 5

SCHB

in top 524.4%

CSMStockSCHB

5.1%NVDA6.8%

4.8%AAPL6.6%

3.8%MSFT5.3%

2.7%AMZN3.4%

3.1%IQMMnot top 5

not top 5GOOGL2.2%

Held in common54.4%

End-of-day Nov 4, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

CSMSCHBFaded: behind in that period

2–1CSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSM vs SCHB

YTD

ProSharesCSM

+11.2%

SCHBSchwab

+13.3%

+11.2%Year to date+13.3%

−9.4%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.1%

1.0%Yield1.0%

$521MAssets$44.9B

2–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, SCHB, VUG

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

CSM1.04%$104

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

CSM$104 − $45 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHB, VUG

Today

54.4%most shared, CSM and SCHB

CSMSCHBVUG

CSM—54.4%35.1%

SCHB54.4%—50.5%

VUG35.1%50.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

CSMWorst drop−9.4%12.6% vol

SCHBWorst drop−8.9%13.1% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCSM

+13.3%Year to date+11.2%

1.0%Yield1.0%

+13.3%Past year+13.3%

0.03%Fee0.45%

2–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026