CSM vs DIA

ACSM

BDIA

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · IWF $16,559

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 · $521MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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%	$44.9B

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

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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%	$44.9B

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, DIA, IWF

Today

36.2%most shared, CSM and IWF

CSMDIAIWF

CSM—21.1%36.2%

DIA21.1%—21.3%

IWF36.2%21.3%—

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

IWF$37 − $18 = $19

KeptFee

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