Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and VO

CSMProShares×SCHDSchwab×VOVanguard×

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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 incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CSM, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$508M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSM 2009 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSM

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

CSMMeasure

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CSM vs SCHD: Top 5 Holdings

Today

CSM

19.6%in top 5

SCHD

in top 521.4%

CSMStockSCHD

5.1%AAPLnot top 5

not top 5PG4.4%

4.4%NVDAnot top 5

not top 5TXN4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: CSM, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

CSM0.45%$45

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

Yields: CSM, SCHD, VO

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

+8.8%Year to dateJan 1 → Nov 10+33.8%

+12.5%1 yearTotal return+38.8%

+21.6%3 years · per year$10,000 became $17,962 · $17,062+19.5%

+11.2%5 years · per year$10,000 became $17,017 · $16,428+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $294 a year on $10k2.94%

−9.4%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.8%

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

2–6SCHD wins

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

not top 5HD4.3%

not top 5AMGN4.1%

4.0%MSFTnot top 5

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common7.3%

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

CSM vs SCHD Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+8.8%

SCHDSchwab

+33.8%

+8.8%Year to date+33.8%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.1%Yield2.9%

$508MAssets$122B

4–0SCHD wins

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

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VO1.35%$135

CSM1.06%$106

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VO$135 − $3 = $132

CSM$106 − $45 = $61

KeptFee

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

Overlap: CSM, SCHD, VO

Today

23.8%most shared, CSM and VO

CSMSCHDVO

CSM—7.3%23.8%

SCHD7.3%—6.9%

VO23.8%6.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.0% vol

CSMWorst drop−9.4%13.3% vol

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

Paid More vs Made More

YTD

SCHDVO

+33.8%Year to date+13.6%

2.9%Yield1.4%

+38.8%Past year+14.4%

0.06%Fee0.03%

3–1SCHD 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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSM, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three