CSM vs IWF

ACSM

BIWF

Measures won5–1CSM wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%CSM · $104 on $10k

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

Held in common36.2%CSM and IWF

CSM

IWF

ProShares - Large Cap Core Plus · $512MiShares Russell 1000 Growth ETF · $120B

+24.3%3 years · per year$19,199 · $18,310+22.3%

+12.1%5 years · per year$17,681 · $16,559+10.6%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $37 on $10k0.37%

−9.4%Worst dropSmaller wins−15.6%

12.6%VolatilityLower wins18.3%

5–1CSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · IWF

5.1%NVDA15.1%

4.8%AAPL8.1%

3.8%MSFT6.1%

1.6%AVGO4.8%

Held in common36.2%

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs IWF

CSM

ProShares - Large Cap Core Plus

$17,682

IWF

iShares Russell 1000 Growth

$16,559

MeasureCSMIWF

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield1.04%0.37%

5 years, per year+12.1%+10.6%

3 years, per year+24.3%+22.3%

Worst drop · 1Y−9.4%−15.6%

Volatility · 1Y12.6%18.3%

5–1measures won
CSM first

36.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, IWF

Today

36.2%most shared, CSM and IWF

CSMIWF

CSM—36.2%

IWF36.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$59most kept, CSM

CSM$104 − $45 = $59

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee