Compare · 3 funds side by side · dividends reinvested

CSM, VUG and IWF

CSMProShares×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,681CSM · best of the three

02 / 04

CSM, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 35.1% in common

CSMMeasureVUG

+11.2%Year to dateJan 1 → Nov 4+6.3%

+13.3%1 yearTotal return+3.4%

+24.3%3 years · per year$10,000 became $19,199 · $19,712+25.4%

+12.1%5 years · per year$10,000 became $17,681 · $17,153+11.4%

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

1.04%Trailing 12-mo yield$104 · $40 a year on $10k0.40%

−9.4%Worst dropSmaller is better−16.1%

12.6%VolatilityLower is calmer18.2%

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

6–2CSM 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 VUG: Top 5 Holdings

Today

CSM

19.6%in top 5

VUG

in top 545.2%

CSMStockVUG

5.1%NVDA13.5%

4.8%AAPL12.5%

3.8%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common35.1%

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

CSM vs VUG Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

CSMVUGFaded: behind in that period

3–1CSM wins

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

CSM vs VUG

YTD

ProSharesCSM

+11.2%

VUGVanguard

+6.3%

+11.2%Year to date+6.3%

−9.4%Worst drop · 1Y−16.1%

12.6%Volatility · 1Y18.2%

1.0%Yield0.4%

$521MAssets$233B

4–0CSM wins

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

Cost, Income and Risk

Fees: CSM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CSM0.45%$45

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

Yields: CSM, VUG, IWF

1.04%highest, CSM

FundTrailing yieldYield$10k

CSM1.04%$104

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$59most kept, CSM

CSM$104 − $45 = $59

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: CSM, VUG, IWF

Today

77.4%most shared, VUG and IWF

CSMVUGIWF

CSM—35.1%36.2%

VUG35.1%—77.4%

IWF36.2%77.4%—

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

Return vs Bumpiness: 3 ETFs

+13.3%CSM, at 12.6% volatility

CSMWorst drop−9.4%12.6% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CSMVUG

+11.2%Year to date+6.3%

1.0%Yield0.4%

+13.3%Past year+3.4%

0.45%Fee0.03%

3–1CSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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