Compare · 3 funds side by side · dividends reinvested

CSM, VIG and VUG

CSMProShares×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,826CSM · best of the three

02 / 04

CSM, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, 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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$16,826

CSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

CSMMeasureVIG

+6.8%Year to dateJan 1 → Nov 5+12.5%

+9.8%1 yearTotal return+15.2%

+22.3%3 years · per year$10,000 became $18,272 · $16,814+18.9%

+11.0%5 years · per year$10,000 became $16,826 · $16,331+10.3%

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

1.08%Trailing 12-mo yield$108 · $149 a year on $10k1.49%

−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 5, 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

19.8%in top 5

VIG

in top 522.1%

CSMStockVIG

5.0%AAPL4.9%

4.0%MSFT4.9%

4.8%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.1%IQMMnot top 5

2.8%AMZNnot top 5

Held in common30.8%

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

CSM vs VIG Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

CSMVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: CSM vs VIG

YTD

ProSharesCSM

+6.8%

VIGVanguard

+12.5%

+6.8%Year to date+12.5%

−9.4%Worst drop · 1Y−7.9%

13.2%Volatility · 1Y10.8%

1.1%Yield1.5%

$521MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

CSM0.45%$45

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

Yields: CSM, VIG, VUG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

CSM1.08%$108

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

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

Overlap: CSM, VIG, VUG

Today

35.1%most shared, CSM and VUG

CSMVIGVUG

CSM—30.8%35.1%

VIG30.8%—26.4%

VUG35.1%26.4%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGCSM

+12.5%Year to date+6.8%

1.5%Yield1.1%

+15.2%Past year+9.8%

0.04%Fee0.45%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026