CSM vs IJH

ACSM

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,826CSM · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%CSM and IJH

CSM

IJH

ProShares - Large Cap Core Plus · $521MiShares Core S&P Mid-Cap ETF · $125B

+22.3%3 years · per year$18,272 · $15,806+16.5%

+11.0%5 years · per year$16,826 · $13,830+6.7%

0.45%Expense ratio$45 · $5 on $10k · lower wins0.05%

1.08%12-mo yield$108 · $126 on $10k1.26%

−9.4%Worst dropSmaller wins−8.8%

13.2%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · IJH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

End-of-day Nov 5, 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%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

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 IJH

CSM

ProShares - Large Cap Core Plus

$16,826

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureCSMIJH

Fee0.45%0.05%

Cost on $10k a year$45$5

Yield1.08%1.26%

5 years, per year+11.0%+6.7%

3 years, per year+22.3%+16.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y13.2%15.5%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSM, IJH

Today

0.0%most shared, CSM and IJH

CSMIJH

CSM—0.0%

IJH0.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

CSM$108 − $45 = $63

KeptFee

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