Compare · 3 funds side by side · dividends reinvested

CSM, VOO and IVV

CSMProShares×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

CSM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

CSMMeasureVOO

+11.2%Year to dateJan 1 → Nov 4+13.4%

+13.3%1 yearTotal return+13.5%

+24.3%3 years · per year$10,000 became $19,199 · $19,172+24.2%

+12.1%5 years · per year$10,000 became $17,681 · $18,115+12.6%

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

1.04%Trailing 12-mo yield$104 · $105 a year on $10k1.05%

−9.4%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

2–6VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs VOO: Top 5 Holdings

Today

CSM

19.6%in top 5

VOO

in top 528.3%

CSMStockVOO

5.1%NVDA8.4%

4.8%AAPL7.4%

3.8%MSFT5.8%

2.7%AMZN3.7%

3.1%IQMMnot top 5

not top 5GOOGL3.1%

Held in common55.3%

End-of-day Nov 4, 2026 · share of each fund

CSM vs VOO Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

CSMVOOFaded: behind in that period

1–3VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs IVV

YTD

ProSharesCSM

+11.2%

IVViShares

+13.4%

+11.2%Year to date+13.4%

−9.4%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.9%

1.0%Yield1.1%

$521MAssets$887B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, VOO, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

CSM1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, VOO, IVV

Today

94.5%most shared, VOO and IVV

CSMVOOIVV

CSM—55.3%56.2%

VOO55.3%—94.5%

IVV56.2%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

CSMWorst drop−9.4%12.6% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+13.4%Year to date+13.4%

1.1%Yield1.1%

+13.5%Past year+13.5%

0.03%Fee0.03%

0–0level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026