CSM vs IVV

ACSM

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common56.0%CSM and IVV

CSM

IVV

ProShares - Large Cap Core Plus · $508MiShares Core S&P 500 ETF · $875B

+22.2%3 years · per year$18,244 · $18,159+22.0%

+11.4%5 years · per year$17,122 · $17,545+11.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $111 on $10k1.11%

−9.4%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · IVV

5.1%AAPL7.9%

4.7%NVDA7.1%

4.0%MSFT6.2%

2.9%AMZN4.0%

Held in common56.0%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs IVV

CSM

ProShares - Large Cap Core Plus

$17,122

IVV

iShares Core S&P 500

$17,545

MeasureCSMIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.06%1.11%

5 years, per year+11.4%+11.9%

3 years, per year+22.2%+22.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.3%13.8%

3–2measures won
IVV first

56.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CSM, IVV, VUG, SPY

Today

99.9%most shared, IVV and SPY

CSMIVVVUGSPY

CSM—56.0%34.8%56.0%

IVV56.0%—55.1%99.9%

VUG34.8%55.1%—55.1%

SPY56.0%99.9%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee