CSM vs DIA

ACSM

BDIA

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common21.6%CSM and DIA

CSM

DIA

ProShares - Large Cap Core Plus · $499MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+21.9%3 years · per year$18,102 · $16,149+17.3%

+10.9%5 years · per year$16,787 · $15,590+9.3%

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 four, one scale

Shared top holdingsCSM · DIA

4.0%MSFT6.2%

5.1%AAPL4.0%

2.9%AMZN3.0%

4.6%NVDA2.1%

Held in common21.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$16,787

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureCSMDIA

Fee0.45%0.16%

Cost on $10k a year$45$16

Yield1.08%1.40%

5 years, per year+10.9%+9.3%

3 years, per year+21.9%+17.3%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y13.2%13.4%

4–2measures won
CSM first

21.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSM, DIA, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSMDIAVUGIWF

CSM—21.6%34.5%35.5%

DIA21.6%—20.7%21.7%

VUG34.5%20.7%—78.0%

IWF35.5%21.7%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

CSM$108 − $45 = $63

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee