CSM vs DIA

ACSM

BDIA

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.4%CSM · worst fall in 1Y

Held in common21.1%CSM and DIA

CSM

DIA

ProShares - Large Cap Core Plus · $512MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+24.3%3 years · per year$19,199 · $16,984+19.3%

+12.1%5 years · per year$17,681 · $16,375+10.4%

0.45%Expense ratio$45 · $16 on $10k · lower wins0.16%

1.04%12-mo yield$104 · $135 on $10k1.35%

−9.4%Worst dropSmaller wins−9.8%

12.6%VolatilityLower wins12.9%

4–2CSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · DIA

3.8%MSFT6.0%

4.8%AAPL3.8%

2.7%AMZN2.9%

5.1%NVDA2.4%

Held in common21.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs DIA

CSM

ProShares - Large Cap Core Plus

$17,682

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureCSMDIA

Fee0.45%0.16%

Cost on $10k a year$45$16

Yield1.04%1.35%

5 years, per year+12.1%+10.4%

3 years, per year+24.3%+19.3%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y12.6%12.9%

4–2measures won
CSM first

21.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSM, DIA

Today

21.1%most shared, CSM and DIA

CSMDIA

CSM—21.1%

DIA21.1%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CSM$104 − $45 = $59

KeptFee

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