Compare · 4 funds side by side · dividends reinvested

CSM, VUG, VOO and IWF

CSMProShares×VUGVanguard×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

CSM, VUG, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−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 9, 2026 · returns include dividends · since: CSM 2009 · VUG 2004 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $508M$17,122

CSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 34.8% in common

CSMMeasureVUG

+9.1%Year to dateJan 1 → Nov 9+4.2%

+13.1%1 yearTotal return+4.7%

+22.2%3 years · per year$10,000 became $18,244 · $18,569+22.9%

+11.4%5 years · per year$10,000 became $17,122 · $16,565+10.6%

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 9, 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

19.9%in top 5

VUG

in top 545.2%

CSMStockVUG

4.7%NVDA13.5%

5.1%AAPL12.5%

4.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common34.8%

End-of-day Nov 9, 2026 · share of each fund

CSM vs VUG Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

CSMVUGFaded: behind in that period

3–1CSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs VOO

YTD

ProSharesCSM

+9.1%

VOOVanguard

+11.3%

+9.1%Year to date+11.3%

−9.4%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.7%

1.1%Yield1.1%

$508MAssets$1.00T

2–1VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, VUG, VOO, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, VUG, VOO, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

CSM1.06%$106

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

CSM$106 − $45 = $61

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, VUG, VOO, IWF

Today

78.1%most shared, VUG and IWF

CSMVUGVOOIWF

CSM—34.8%54.9%35.7%

VUG34.8%—58.2%78.1%

VOO54.9%58.2%—59.3%

IWF35.7%78.1%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

CSMWorst drop−9.4%13.3% vol

VOOWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOCSM

+11.3%Year to date+9.1%

1.1%Yield1.1%

+13.6%Past year+13.1%

0.03%Fee0.45%

3–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026