CSM vs IJR5YCSMCSMAvsBIJRIJRProShares - Large Cap Core Plus · $506MiShares Core S&P Small-Cap ETF · $106BReturns · dividends in+21.6%3 years · per year$17,962 · $15,695+16.2%+11.2%5 years · per year$17,017 · $13,218+5.7%Cost and income0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%1.06%12-mo yield$106 · $121 on $10k
Overlap: CSM, IJR, IWFToday35.9%most shared, CSM and IWFCSMIJRIWFCSM—0.0%35.9%IJR0.0%—0.1%IWF35.9%0.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CSM vs IJR5YACSMProShares - Large Cap Core Plus$17,017vsIJRBiShares Core S&P Small-Cap$13,218$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSMProShares - Large Cap Core PlusReadDesk0.45%1.06%−0.3%+8.8%+12.5%+21.6%+11.2%−9.4%$506M2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B3BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSMProShares - Large Cap Core PlusReadDesk0.45%1.06%−0.3%+8.8%+12.5%+21.6%+11.2%−9.4%$506M2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B3BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: CSM, IJR, IWFToday35.9%most shared, CSM and IWFCSMIJRIWFCSM—0.0%35.9%IJR0.0%—0.1%IWF35.9%0.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115CSM$106 − $45 = $61IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee