Compare · 4 funds side by side · dividends reinvested

CSM, VUG, SCHD and IWF

CSMProShares×VUGVanguard×SCHDSchwab×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,017CSM · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

CSM, VUG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$508M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CSM 2009 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $508M$17,017

CSM

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

4.4%NVDA13.5%

5.1%AAPL12.5%

4.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: CSM, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

CSM0.45%$45

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

CSMMeasureVUG

+8.8%Year to dateJan 1 → Nov 10+3.4%

+12.5%1 yearTotal return+4.2%

+21.6%3 years · per year$10,000 became $17,962 · $18,230+22.2%

+11.2%5 years · per year$10,000 became $17,017 · $16,394+10.4%

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

1.06%Trailing 12-mo yield$106 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

13.3%VolatilityLower is calmer19.1%

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

6–2CSM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common34.9%

End-of-day Nov 10, 2026 · share of each fund

CSM vs VUG Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

CSMVUGFaded: behind in that period

3–1CSM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+8.8%

SCHDSchwab

+33.8%

+8.8%Year to date+33.8%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.1%Yield2.9%

$508MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSM, VUG, SCHD, IWF

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CSM1.06%$106

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CSM$106 − $45 = $61

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSM, VUG, SCHD, IWF

Today

78.6%most shared, VUG and IWF

CSMVUGSCHDIWF

CSM—34.9%7.3%35.9%

VUG34.9%—0.8%78.6%

SCHD7.3%0.8%—3.6%

IWF35.9%78.6%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSM

+33.8%Year to date+8.8%

2.9%Yield1.1%

+38.8%Past year+12.5%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CSM, VUG, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four