CSM vs DIA

ACSM

BDIA

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · CSM $16,826

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.5%CSM and DIA

CSM

DIA

ProShares - Large Cap Core Plus · $499MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.3%3 years · per year$18,272 · $16,322+17.7%

+11.0%5 years · per year$16,826 · $15,693+9.4%

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

1.08%12-mo yield$108 · $140 on $10k1.40%

−9.4%Worst dropSmaller wins−9.8%

13.2%VolatilityLower wins13.4%

4–2CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · DIA

4.0%MSFT6.2%

5.0%AAPL3.9%

2.8%AMZN3.0%

4.8%NVDA2.2%

Held in common21.5%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

End-of-day Nov 5, 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

$16,826

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureCSMDIA

Fee0.45%0.16%

Cost on $10k a year$45$16

Yield1.08%1.40%

5 years, per year+11.0%+9.4%

3 years, per year+22.3%+17.7%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y13.2%13.4%

4–2measures won
CSM first

21.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSM, DIA, VTV

Today

32.0%most shared, CSM and VTV

CSMDIAVTV

CSM—21.5%32.0%

DIA21.5%—23.4%

VTV32.0%23.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

CSM$108 − $45 = $63

KeptFee

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