Compare · 3 funds side by side · dividends reinvested

CSM, VXF and VTV

CSMProShares×VXFVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

CSM, VXF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M2.3

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.04%+12.3%+14.3%+20.4%+4.8%−11.0%18.1%$30.2B2.6

Rank among the three1st → 3rdFee, 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 · VXF 2001 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

VXF

Vanguard Extended Market ETF · $30.2B$12,651

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMMeasureVXF

+9.1%Year to dateJan 1 → Nov 9+12.3%

+13.1%1 yearTotal return+14.3%

+22.2%3 years · per year$10,000 became $18,244 · $17,436+20.4%

+11.4%5 years · per year$10,000 became $17,122 · $12,651+4.8%

0.45%Expense ratio$45 · $5 a year on $10k · lower is better0.05%

1.06%Trailing 12-mo yield$106 · $104 a year on $10k1.04%

−9.4%Worst dropSmaller is better−11.0%

13.3%VolatilityLower is calmer18.1%

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

5–3CSM 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 VXF: Top 5 Holdings

Today

CSM

19.9%in top 5

VXF

in top 56.7%

CSMStockVXF

5.1%AAPLnot top 5

4.7%NVDAnot top 5

4.0%MSFTnot top 5

3.2%IQMMnot top 5

2.9%AMZNnot top 5

not top 5SPCX2.5%

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common0.0%

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

CSM vs VXF Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

VXFVanguard

+4.8%

5 years, per year

CSMVXFFaded: behind in that period

2–2Level

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

CSM vs VTV

YTD

ProSharesCSM

+9.1%

VTVVanguard

+20.9%

+9.1%Year to date+20.9%

−9.4%Worst drop · 1Y−6.4%

13.3%Volatility · 1Y10.8%

1.1%Yield1.8%

$508MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: CSM, VXF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VXF0.05%$5

CSM0.45%$45

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

Yields: CSM, VXF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

CSM1.06%$106

VXF1.04%$104

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VXF$104 − $5 = $99

CSM$106 − $45 = $61

KeptFee

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

Overlap: CSM, VXF, VTV

Today

32.0%most shared, CSM and VTV

CSMVXFVTV

CSM—0.0%32.0%

VXF0.0%—0.9%

VTV32.0%0.9%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

CSMWorst drop−9.4%13.3% vol

VXFWorst drop−11.0%18.1% vol

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

Paid More vs Made More

YTD

VTVVXF

+20.9%Year to date+12.3%

1.8%Yield1.0%

+25.4%Past year+14.3%

0.03%Fee0.05%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026