Compare · 3 funds side by side · dividends reinvested

CSM, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

CSM, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M2.4

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

CSMMeasureSPYM

+11.2%Year to dateJan 1 → Nov 4+13.4%

+13.3%1 yearTotal return+13.5%

+24.3%3 years · per year$10,000 became $19,199 · $19,186+24.3%

+12.1%5 years · per year$10,000 became $17,681 · $18,126+12.6%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

1.04%Trailing 12-mo yield$104 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

CSM

19.8%in top 5

SPYM

in top 527.7%

CSMStockSPYM

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 4, 2026 · share of each fund

CSM vs SPYM Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CSMSPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: CSM vs VOO

YTD

ProSharesCSM

+11.2%

VOOVanguard

+13.4%

+11.2%Year to date+13.4%

−9.4%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.8%

1.0%Yield1.1%

$521MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CSM, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CSM0.45%$45

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

Yields: CSM, SPYM, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

CSM1.04%$104

SPYM1.01%$101

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

CSM$104 − $45 = $59

KeptFee

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

Overlap: CSM, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

CSMSPYMVOO

CSM—56.1%55.2%

SPYM56.1%—93.5%

VOO55.2%93.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

CSMWorst drop−9.4%12.6% vol

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VOOSPYM

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.03%Fee0.02%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026