Compare · 3 funds side by side · dividends reinvested

SCHB, CSM and VUG

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

02 / 04

SCHB, CSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.6

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: SCHB 2009 · CSM 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.9B$16,348

SCHB

CSM

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

$10,000 five years ago, dividends reinvested · they hold 54.3% in common

SCHBMeasureCSM

+8.4%Year to dateJan 1 → Nov 5+6.8%

+9.8%1 yearTotal return+9.8%

+21.9%3 years · per year$10,000 became $18,100 · $18,272+22.3%

+10.3%5 years · per year$10,000 became $16,348 · $16,826+11.0%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.09%Trailing 12-mo yield$109 · $108 a year on $10k1.08%

−8.9%Worst dropSmaller is better−9.4%

13.8%VolatilityLower is calmer13.2%

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

4–3SCHB wins

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

More Ways to See the Pairs

SCHB vs CSM: Top 5 Holdings

Today

SCHB

24.8%in top 5

CSM

in top 519.8%

SCHBStockCSM

6.9%AAPL5.0%

6.5%NVDA4.8%

5.6%MSFT4.0%

3.5%AMZN2.8%

not top 5IQMM3.1%

2.3%GOOGLnot top 5

Held in common54.3%

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

SCHB vs CSM Returns, Every Period

SchwabSCHB

+10.3%

5 years, per year

CSMProShares

+11.0%

5 years, per year

SCHBCSMFaded: behind in that period

1–2CSM wins

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

SCHB vs CSM

YTD

SchwabSCHB

+8.4%

CSMProShares

+6.8%

+8.4%Year to date+6.8%

−8.9%Worst drop · 1Y−9.4%

13.8%Volatility · 1Y13.2%

1.1%Yield1.1%

$44.9BAssets$521M

2–1SCHB wins

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

Cost, Income and Risk

Fees: SCHB, CSM, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CSM0.45%$45

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

Yields: SCHB, CSM, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

CSM1.08%$108

VUG0.43%$43

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

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

Overlap: SCHB, CSM, VUG

Today

54.3%most shared, SCHB and CSM

SCHBCSMVUG

SCHB—54.3%50.6%

CSM54.3%—35.1%

VUG50.6%35.1%—

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

Return vs Bumpiness: 3 ETFs

+9.8%CSM, at 13.2% volatility

CSMWorst drop−9.4%13.2% vol

SCHBWorst drop−8.9%13.8% 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

SCHBCSM

+8.4%Year to date+6.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.45%

2–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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