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$16,787CSM · 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%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 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 · $499M$16,787

CSM

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,377

$10,000 five years ago, dividends reinvested · they hold 54.0% in common

CSMMeasureSCHB

+6.7%Year to dateJan 1 → Nov 6+8.8%

+9.1%1 yearTotal return+9.7%

+21.9%3 years · per year$10,000 became $18,102 · $17,991+21.6%

+10.9%5 years · per year$10,000 became $16,787 · $16,377+10.4%

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

1.08%Trailing 12-mo yield$108 · $109 a year on $10k1.09%

−9.4%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

3–5SCHB wins

End-of-day Nov 6, 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

19.9%in top 5

SCHB

in top 524.8%

CSMStockSCHB

5.1%AAPL7.1%

4.6%NVDA6.2%

4.0%MSFT5.6%

2.9%AMZN3.6%

3.2%IQMMnot top 5

not top 5GOOGL2.3%

Held in common54.0%

End-of-day Nov 6, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

CSMSCHBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSM vs SCHB

YTD

ProSharesCSM

+6.7%

SCHBSchwab

+8.8%

+6.7%Year to date+8.8%

−9.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.8%

1.1%Yield1.1%

$499MAssets$42.9B

2–1SCHB wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: CSM, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

CSM1.08%$108

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHB, VUG

Today

54.0%most shared, CSM and SCHB

CSMSCHBVUG

CSM—54.0%34.5%

SCHB54.0%—50.0%

VUG34.5%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

CSMWorst drop−9.4%13.2% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCSM

+8.8%Year to date+6.7%

1.1%Yield1.1%

+9.7%Past year+9.1%

0.03%Fee0.45%

3–0SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026