Compare · 2 funds side by side · dividends reinvested

SCHB and CSM

SCHBSchwab×CSMProShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,889CSM · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

SCHB and CSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.3%+10.6%+21.7%+11.1%−9.4%13.3%$509M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHB 2009 · CSM 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $509M$16,889

CSM

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

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

CSMMeasureSCHB

+9.3%

More Ways to See the Pairs

CSM vs SCHB: Top 5 Holdings

Today

CSM

19.1%in top 5

SCHB

in top 523.8%

CSMStockSCHB

5.2%AAPL7.1%

4.1%NVDA5.5%

3.8%MSFT5.3%

2.9%AMZN3.6%

3.1%

Cost, Income and Risk

Fees: SCHB, CSM

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CSM0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHB, CSM

1Y

1.06%highest, SCHB

FundTrailing yieldYield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+10.6%1 yearTotal return+11.6%

+21.7%3 years · per year$10,000 became $18,009 · $17,836+21.3%

+11.1%5 years · per year$10,000 became $16,889 · $16,423+10.4%

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

1.06%Trailing 12-mo yield$106 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer14.0%

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

3–4SCHB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

IQMM

not top 5

not top 5GOOGL2.4%

Held in common54.3%

End-of-day Nov 13, 2026 · share of each fund

CSM vs SCHB Returns, Every Period

5Y

ProSharesCSM

+11.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

CSMSCHBFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CSM vs SCHB

YTD

ProSharesCSM

+9.3%

SCHBSchwab

+11.5%

+9.3%Year to date+11.5%

−9.4%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y14.0%

1.1%Yield1.1%

$509MAssets$44.3B

2–1SCHB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SCHB1.06%$106

CSM1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHB, CSM

Today

54.3%most shared, SCHB and CSM

SCHBCSM

SCHB—54.3%

CSM54.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

CSMWorst drop−9.4%13.3% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCSM

+11.5%Year to date+9.3%

1.1%Yield1.1%

+11.6%Past year+10.6%

0.03%Fee0.45%

3–0SCHB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Loading…

SCHB and CSM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two