Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and VUG

CSMProShares×SCHDSchwab×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,061 · 2022CSM$16,787SCHD$16,267VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,787CSM · best of the three
02 / 04

CSM, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5
ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.0
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 · SCHD 2011 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
ProShares - Large Cap Core Plus · $499M$16,787
CSM
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

CSMMeasureSCHD
+6.7%Year to dateJan 1 → Nov 6+31.4%
+9.1%1 yearTotal return+37.0%
+21.9%3 years · per year$10,000 became $18,102 · $17,266+20.0%
+10.9%5 years · per year$10,000 became $16,787 · $16,267+10.2%
0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%
1.08%Trailing 12-mo yield$108 · $300 a year on $10k3.00%
−9.4%Worst dropSmaller is better−6.9%
13.2%VolatilityLower is calmer11.7%
CSMSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today
CSM
19.9%in top 5
SCHD
in top 521.4%
CSMStockSCHD
5.1%AAPLnot top 5
4.6%NVDAnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
4.0%MSFTnot top 5
3.2%IQMMnot top 5
2.9%AMZNnot top 5
Held in common7.5%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

CSM vs SCHD Returns, Every Period

5Y
ProSharesCSM
+10.9%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+6.7%+31.4%YTD+9.1%+37.0%1 year+21.9%+20.0%3 yrs · yr+10.9%+10.2%5 yrs · yr
CSMSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: CSM vs SCHD

YTD
ProSharesCSM
+6.7%
SCHDSchwab
+31.4%
Jan 1Nov 6+6.7%+31.4%
+6.7%Year to date+31.4%
−9.4%Worst drop · 1Y−6.9%
13.2%Volatility · 1Y11.7%
1.1%Yield3.0%
$499MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: CSM, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
CSM0.45%$45
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: CSM, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
CSM1.08%$108
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
CSM$108 − $45 = $63
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: CSM, SCHD, VUG

Today
34.5%most shared, CSM and VUG
CSMSCHDVUG
CSM—7.5%34.5%
SCHD7.5%—0.8%
VUG34.5%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%CSM +9.1%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
CSMWorst drop−9.4%13.2% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDCSM
Jan 1Nov 6+31.4%+6.7%
+31.4%Year to date+6.7%
3.0%Yield1.1%
+37.0%Past year+9.1%
0.06%Fee0.45%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
Also playingIssuersVisualizationsMarketsFeedPortfolioDaily email