CSM vs SCHB

ACSM

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,787CSM · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common54.0%CSM and SCHB

CSM

SCHB

ProShares - Large Cap Core Plus · $499MSchwab U.S. Broad Market ETF · $43.2B

+21.9%3 years · per year$18,102 · $17,991+21.6%

+10.9%5 years · per year$16,787 · $16,377+10.4%

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

1.08%12-mo yield$108 · $109 on $10k1.09%

−9.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · SCHB

5.1%AAPL7.1%

4.6%NVDA6.2%

4.0%MSFT5.6%

2.9%AMZN3.6%

Held in common54.0%

End-of-day Nov 6, 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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs SCHB

CSM

ProShares - Large Cap Core Plus

$16,787

SCHB

Schwab U.S. Broad Market

$16,377

MeasureCSMSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.08%1.09%

5 years, per year+10.9%+10.4%

3 years, per year+21.9%+21.6%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.2%13.8%

3–2measures won
CSM first

54.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CSM, SCHB, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSMSCHBIWFVUG

CSM—54.0%35.5%34.5%

SCHB54.0%—52.6%50.0%

IWF35.5%52.6%—78.0%

VUG34.5%50.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

CSM$108 − $45 = $63

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee