Compare · 2 funds side by side · dividends reinvested

CSM and VO

CSMProShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,787CSM · best of the two

02 / 04

CSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M1.8

Rank among the two1st → 2ndFee, 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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

CSMMeasureVO

+6.7%Year to dateJan 1 → Nov 6+10.6%

+9.1%1 yearTotal return+11.6%

+21.9%3 years · per year$10,000 became $18,102 · $16,701+18.6%

+10.9%5 years · per year$10,000 became $16,787 · $13,590+6.3%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.08%Trailing 12-mo yield$108 · $139 a year on $10k1.39%

−9.4%Worst dropSmaller is better−8.2%

13.2%VolatilityLower is calmer12.9%

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

2–6VO 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 VO: Top 5 Holdings

Today

CSM

19.9%in top 5

in top 55.3%

CSMStockVO

5.1%AAPLnot top 5

4.6%NVDAnot top 5

4.0%MSFTnot top 5

3.2%IQMMnot top 5

2.9%AMZNnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common23.9%

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

CSM vs VO Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

VOVanguard

+6.3%

5 years, per year

CSMVOFaded: behind in that period

2–2Level

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

CSM vs VO

YTD

ProSharesCSM

+6.7%

VOVanguard

+10.6%

+6.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

13.2%Volatility · 1Y12.9%

1.1%Yield1.4%

$499MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: CSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CSM0.45%$45

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

Yields: CSM, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

CSM1.08%$108

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, VO

Today

23.9%most shared, CSM and VO

CSMVO

CSM—23.9%

VO23.9%—

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

Return vs Bumpiness: 2 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% 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

VOCSM

+10.6%Year to date+6.7%

1.4%Yield1.1%

+11.6%Past year+9.1%

0.03%Fee0.45%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026