Compare · 3 funds side by side · dividends reinvested

CSM, VUG and VTV

CSMProShares×VUGVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

CSM, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$512M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

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 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$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 VTV

YTD

ProSharesCSM

+11.2%

VTVVanguard

+22.8%

+11.2%Year to date+22.8%

−9.4%Worst drop · 1Y−6.4%

12.6%Volatility · 1Y10.2%

1.0%Yield1.8%

$512MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: CSM, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

CSM0.45%$45

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

Yields: CSM, VUG, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

CSM1.04%$104

VUG0.40%$40

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

CSM$104 − $45 = $59

VUG$40 − $3 = $37

KeptFee

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

Overlap: CSM, VUG, VTV

Today

35.1%most shared, CSM and VUG

CSMVUGVTV

CSM—35.1%32.1%

VUG35.1%—1.9%

VTV32.1%1.9%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

CSMWorst drop−9.4%12.6% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

VTVCSM

+22.8%Year to date+11.2%

1.8%Yield1.0%

+27.5%Past year+13.3%

0.03%Fee0.45%

4–0VTV 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$61.1B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026