CSM vs IWF5YCSMCSMAvsBIWFIWFProShares - Large Cap Core Plus · $506MiShares Russell 1000 Growth ETF · $117BReturns · dividends in+22.1%3 years · per year$18,201 · $17,180+19.8%+11.3%5 years · per year$17,053 · $15,927+9.8%Cost and income0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%1.05%
Overlap: CSM, IWF, SCHDToday35.7%most shared, CSM and IWFCSMIWFSCHDCSM—35.7%7.4%IWF35.7%—3.7%SCHD7.4%3.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CSM vs IWF5YACSMProShares - Large Cap Core Plus$17,053vsIWFBiShares Russell 1000 Growth$15,927$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%1.05%+1.2%+10.2%+12.0%+22.1%+11.3%−9.4%$506M2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 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%1.05%+1.2%+10.2%+12.0%+22.1%+11.3%−9.4%$506M2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: CSM, IWF, SCHDToday35.7%most shared, CSM and IWFCSMIWFSCHDCSM—35.7%7.4%IWF35.7%—3.7%SCHD7.4%3.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287CSM$105 − $45 = $60IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee