CSM vs IWF

ACSM

BIWF

Measures won5–1CSM wins · of 6 · 5Y

$10,000 · 5Y$16,826CSM · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%CSM · $108 on $10k

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

Held in common36.0%CSM and IWF

CSM

IWF

ProShares - Large Cap Core Plus · $521MiShares Russell 1000 Growth ETF · $121B

+22.3%3 years · per year$18,272 · $17,073+19.5%

+11.0%5 years · per year$16,826 · $15,330+8.9%

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

1.08%12-mo yield$108 · $39 on $10k0.39%

−9.4%Worst dropSmaller wins−14.6%

13.2%VolatilityLower wins19.3%

5–1CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · IWF

5.0%AAPL8.5%

4.8%NVDA14.6%

4.0%MSFT6.4%

1.5%AVGO4.7%

Held in common36.0%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

CSM

ProShares - Large Cap Core Plus

$16,826

IWF

iShares Russell 1000 Growth

$15,330

MeasureCSMIWF

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield1.08%0.39%

5 years, per year+11.0%+8.9%

3 years, per year+22.3%+19.5%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y13.2%19.3%

5–1measures won
CSM first

36.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: CSM, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSMIWFVUG

CSM—36.0%35.1%

IWF36.0%—78.0%

VUG35.1%78.0%—

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

Income After Fees on $10,000

$63most kept, CSM

CSM$108 − $45 = $63

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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