Compare · 3 funds side by side · dividends reinvested

CSM, VIG and VTV

CSMProShares×VIGVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

CSM, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSM 2009 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,787

CSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

CSMMeasureVIG

+6.7%Year to dateJan 1 → Nov 6+12.1%

+9.1%1 yearTotal return+14.3%

+21.9%3 years · per year$10,000 became $18,102 · $16,669+18.6%

+10.9%5 years · per year$10,000 became $16,787 · $16,243+10.2%

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

1.08%Trailing 12-mo yield$108 · $150 a year on $10k1.50%

−9.4%Worst dropSmaller is better−7.9%

13.2%VolatilityLower is calmer10.8%

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

2–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs VIG: Top 5 Holdings

Today

CSM

19.9%in top 5

VIG

in top 522.1%

CSMStockVIG

5.1%AAPL4.9%

4.0%MSFT4.9%

4.6%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common30.8%

End-of-day Nov 6, 2026 · share of each fund

CSM vs VIG Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

CSMVIGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSM vs VTV

YTD

ProSharesCSM

+6.7%

VTVVanguard

+18.5%

+6.7%Year to date+18.5%

−9.4%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$499MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

CSM0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSM, VIG, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VIG1.50%$150

CSM1.08%$108

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIG$150 − $4 = $146

CSM$108 − $45 = $63

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSM, VIG, VTV

Today

51.5%most shared, VIG and VTV

CSMVIGVTV

CSM—30.8%32.0%

VIG30.8%—51.5%

VTV32.0%51.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

CSMWorst drop−9.4%13.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVIG

+18.5%Year to date+12.1%

1.9%Yield1.5%

+22.9%Past year+14.3%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026