Compare · 4 funds side by side · dividends reinvested

CSM, VIG, SCHD and IWF

CSMProShares×VIGVanguard×SCHDSchwab×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,053CSM · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

CSM, VIG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.0

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+10.2%+12.0%+22.1%+11.3%−9.4%13.3%$506M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CSM 2009 · VIG 2006 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,053

CSM

More Ways to See the Pairs

CSM vs VIG: Top 5 Holdings

Today

CSM

19.3%in top 5

VIG

in top 522.1%

CSMStockVIG

5.1%AAPL4.9%

3.9%MSFT4.9%

not top 5AVGO4.3%

4.2%NVDAnot top 5

not top 5LLY

Cost, Income and Risk

Fees: CSM, VIG, SCHD, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

CSMMeasureVIG

+10.2%Year to dateJan 1 → Nov 11+16.0%

+12.0%1 yearTotal return+17.8%

+22.1%3 years · per year$10,000 became $18,201 · $16,811+18.9%

+11.3%5 years · per year$10,000 became $17,053 · $16,653+10.7%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

1.05%Trailing 12-mo yield$105 · $145 a year on $10k1.45%

−9.4%Worst dropSmaller is better−7.9%

13.3%VolatilityLower is calmer11.0%

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

2–6VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5JPM3.9%

3.2%IQMMnot top 5

3.0%AMZNnot top 5

Held in common30.9%

End-of-day Nov 11, 2026 · share of each fund

CSM vs VIG Returns, Every Period

5Y

ProSharesCSM

+11.3%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

CSMVIGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+10.2%

SCHDSchwab

+34.6%

+10.2%Year to date+34.6%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.0%Yield2.9%

$506MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSM, VIG, SCHD, IWF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

CSM1.05%$105

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

CSM$105 − $45 = $60

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSM, VIG, SCHD, IWF

Today

35.7%most shared, CSM and IWF

CSMVIGSCHDIWF

CSM—30.9%7.4%35.7%

VIG30.9%—14.5%33.0%

SCHD7.4%14.5%—3.7%

IWF35.7%33.0%3.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CSMWorst drop−9.4%13.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSM, VIG, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four