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$17,099SPY · best of the two

02 / 04

CSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$499M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 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 · $499M$16,826

CSM

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

CSMMeasureSPY

+6.8%Year to dateJan 1 → Nov 5+8.3%

+9.8%1 yearTotal return+9.7%

+22.3%3 years · per year$10,000 became $18,272 · $18,174+22.0%

+11.0%5 years · per year$10,000 became $16,826 · $17,099+11.3%

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

1.08%Trailing 12-mo yield$108 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 5, 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

19.8%in top 5

SPY

in top 527.7%

CSMStockSPY

5.0%AAPL7.7%

4.8%NVDA7.3%

4.0%MSFT6.2%

2.8%AMZN3.9%

3.1%IQMMnot top 5

not top 5GOOGL2.6%

Held in common56.1%

End-of-day Nov 5, 2026 · share of each fund

CSM vs SPY Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

CSMSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs SPY

YTD

ProSharesCSM

+6.8%

SPYSPDR

+8.3%

+6.8%Year to date+8.3%

−9.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.1%Yield1.0%

$499MAssets$819B

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: CSM, SPY

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CSM$108 − $45 = $63

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSM, SPY

Today

56.1%most shared, CSM and SPY

CSMSPY

CSM—56.1%

SPY56.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%CSM, at 13.2% volatility

CSMWorst drop−9.4%13.2% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSMSPY

+6.8%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.45%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026