CSM vs SCHB

ACSM

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · CSM $16,826

Lowest cost0.03%SCHB · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common54.3%CSM and SCHB

CSM

SCHB

ProShares - Large Cap Core Plus · $499MSchwab U.S. Broad Market ETF · $42.9B

+22.3%3 years · per year$18,272 · $18,100+21.9%

+11.0%5 years · per year$16,826 · $16,348+10.3%

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 three, one scale

Shared top holdingsCSM · SCHB

5.0%AAPL6.9%

4.8%NVDA6.5%

4.0%MSFT5.6%

2.8%AMZN3.5%

Held in common54.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

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 SCHB

CSM

ProShares - Large Cap Core Plus

$16,826

SCHB

Schwab U.S. Broad Market

$16,348

MeasureCSMSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.08%1.09%

5 years, per year+11.0%+10.3%

3 years, per year+22.3%+21.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.2%13.8%

3–2measures won
CSM first

54.3%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CSM, SCHB, VTV

Today

54.3%most shared, CSM and SCHB

CSMSCHBVTV

CSM—54.3%32.0%

SCHB54.3%—39.1%

VTV32.0%39.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SCHB$109 − $3 = $106

CSM$108 − $45 = $63

KeptFee

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