Compare · 2 funds side by side · dividends reinvested

CSM and SPY

CSMProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$512M1.6

Rank among the two1st → 2ndFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$17,681

CSM

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 56.2% in common

CSMMeasureSPY

+11.2%Year to dateJan 1 → Nov 4+13.3%

+13.3%1 yearTotal return+13.4%

+24.3%3 years · per year$10,000 became $19,199 · $19,132+24.1%

+12.1%5 years · per year$10,000 became $17,681 · $18,060+12.6%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

1.04%Trailing 12-mo yield$104 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.9%

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

3–5SPY wins

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 SPY: Top 5 Holdings

Today

CSM

19.6%in top 5

SPY

in top 527.3%

CSMStockSPY

5.1%NVDA7.7%

4.8%AAPL7.4%

3.8%MSFT5.9%

2.7%AMZN3.8%

3.1%IQMMnot top 5

not top 5GOOGL2.5%

Held in common56.2%

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

CSM vs SPY Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

CSMSPYFaded: behind in that period

1–3SPY wins

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

Stocks vs Core: CSM vs SPY

YTD

ProSharesCSM

+11.2%

SPYSPDR

+13.3%

+11.2%Year to date+13.3%

−9.4%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.9%

1.0%Yield1.0%

$512MAssets$798B

2–1SPY wins

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

Cost, Income and Risk

Fees: CSM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CSM0.45%$45

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

Yields: CSM, SPY

1.04%highest, CSM

FundTrailing yieldYield$10k

CSM1.04%$104

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CSM$104 − $45 = $59

KeptFee

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

Overlap: CSM, SPY

Today

56.2%most shared, CSM and SPY

CSMSPY

CSM—56.2%

SPY56.2%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

CSMWorst drop−9.4%12.6% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

CSMSPY

+11.2%Year to date+13.3%

1.0%Yield1.0%

+13.3%Past year+13.4%

0.45%Fee0.09%

3–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026