Compare · 2 funds side by side · dividends reinvested

CSM and SPYM

CSMProShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

CSM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.4%+11.4%+24.1%+11.6%−9.4%12.5%$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 3, 2026 · returns include dividends · since: CSM 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$17,292

CSM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

CSMMeasureSPYM

+9.4%Year to dateJan 1 → Nov 3+11.5%

+11.4%1 yearTotal return+11.9%

+24.1%3 years · per year$10,000 became $19,103 · $19,092+24.1%

+11.6%5 years · per year$10,000 became $17,292 · $17,749+12.2%

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

1.06%Trailing 12-mo yield$106 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer12.7%

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

2–5SPYM wins

End-of-day Nov 3, 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

19.5%in top 5

SPYM

in top 527.4%

CSMStockSPYM

5.0%NVDA7.8%

4.9%AAPL7.7%

3.7%MSFT5.9%

2.7%AMZN3.6%

3.1%IQMMnot top 5

not top 5GOOGL2.5%

Held in common55.7%

End-of-day Nov 3, 2026 · share of each fund

CSM vs SPYM Returns, Every Period

ProSharesCSM

+11.6%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

CSMSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs SPYM

YTD

ProSharesCSM

+9.4%

SPYMSPDR

+11.5%

+9.4%Year to date+11.5%

−9.4%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y12.7%

1.1%Yield1.0%

$512MAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CSM0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSM, SPYM

1.06%highest, CSM

FundTrailing yieldYield$10k

CSM1.06%$106

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSM, SPYM

Today

55.7%most shared, CSM and SPYM

CSMSPYM

CSM—55.7%

SPYM55.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

CSMWorst drop−9.4%12.5% vol

SPYMWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CSMSPYM

+9.4%Year to date+11.5%

1.1%Yield1.0%

+11.4%Past year+11.9%

0.45%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026