Compare · 3 funds side by side · dividends reinvested

CSM, VUG and IWF

CSMProShares×VUGVanguard×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,970CSM · best of the three

Story of the three · IncomeMost incomeCSM · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

CSM, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+9.5%+11.3%+21.8%+11.2%−9.4%13.3%$506M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSM 2009 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$16,970

CSM

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

CSMMeasure

More Ways to See the Pairs

CSM vs IWF: Top 5 Holdings

Today

CSM

19.2%in top 5

IWF

in top 538.2%

CSMStockIWF

4.2%NVDA12.8%

5.1%AAPL8.8%

3.8%MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 12, 2026 · fee on $10,000 a year

Yields: CSM, VUG, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+9.5%Year to dateJan 1 → Nov 12−1.5%

+11.3%1 yearTotal return−3.0%

+21.8%3 years · per year$10,000 became $18,053 · $16,957+19.2%

+11.2%5 years · per year$10,000 became $16,970 · $15,697+9.4%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.6%

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

7–1CSM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common35.9%

End-of-day Nov 12, 2026 · share of each fund

CSM vs IWF Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

IWFiShares

+9.4%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSM vs VUG

YTD

ProSharesCSM

+9.5%

VUGVanguard

+4.9%

+9.5%Year to date+4.9%

−9.4%Worst drop · 1Y−15.1%

13.3%Volatility · 1Y19.1%

1.1%Yield0.4%

$506MAssets$233B

4–0CSM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.05%highest, CSM

FundTrailing yieldYield$10k

CSM1.05%$105

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$60most kept, CSM

CSM$105 − $45 = $60

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSM, VUG, IWF

Today

77.8%most shared, VUG and IWF

CSMVUGIWF

CSM—34.9%35.9%

VUG34.9%—77.8%

IWF35.9%77.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.3%CSM, at 13.3% volatility

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSMVUG

+9.5%Year to date+4.9%

1.1%Yield0.4%

+11.3%Past year+3.5%

0.45%Fee0.03%

3–1CSM wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CSM, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three