Compare · 2 funds side by side · dividends reinvested

CSM and VUG

CSMProShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,826CSM · best of the two

02 / 04

CSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSM 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$16,826

CSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

CSMMeasureVUG

+6.8%Year to dateJan 1 → Nov 5+0.5%

+9.8%1 yearTotal return−0.6%

+22.3%3 years · per year$10,000 became $18,272 · $18,532+22.8%

+11.0%5 years · per year$10,000 became $16,826 · $16,052+9.9%

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

1.08%Trailing 12-mo yield$108 · $43 a year on $10k0.43%

−9.4%Worst dropSmaller is better−15.1%

13.2%VolatilityLower is calmer19.0%

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

6–2CSM wins

End-of-day Nov 5, 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

19.8%in top 5

VUG

in top 545.2%

CSMStockVUG

4.8%NVDA13.5%

5.0%AAPL12.5%

4.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.1%IQMMnot top 5

2.8%AMZNnot top 5

Held in common35.1%

End-of-day Nov 5, 2026 · share of each fund

CSM vs VUG Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

CSMVUGFaded: behind in that period

3–1CSM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSM vs VUG

YTD

ProSharesCSM

+6.8%

VUGVanguard

+0.5%

+6.8%Year to date+0.5%

−9.4%Worst drop · 1Y−15.1%

13.2%Volatility · 1Y19.0%

1.1%Yield0.4%

$521MAssets$233B

4–0CSM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CSM0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSM, VUG

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$63most kept, CSM

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSM, VUG

Today

35.1%most shared, CSM and VUG

CSMVUG

CSM—35.1%

VUG35.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%CSM, at 13.2% volatility

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSMVUG

+6.8%Year to date+0.5%

1.1%Yield0.4%

+9.8%Past year−0.6%

0.45%Fee0.03%

3–1CSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026