CSM vs SCHB

ACSM

BSCHB

Measures won3–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common54.4%CSM and SCHB

CSM

SCHB

ProShares - Large Cap Core Plus · $521MSchwab U.S. Broad Market ETF · $44.9B

+24.3%3 years · per year$19,199 · $19,056+24.0%

+12.1%5 years · per year$17,681 · $17,270+11.5%

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

1.04%12-mo yield$104 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.1%

3–2CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · SCHB

5.1%NVDA6.8%

4.8%AAPL6.6%

3.8%MSFT5.3%

2.7%AMZN3.4%

Held in common54.4%

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

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 SCHB

CSM

ProShares - Large Cap Core Plus

$17,682

SCHB

Schwab U.S. Broad Market

$17,270

MeasureCSMSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.04%1.04%

5 years, per year+12.1%+11.5%

3 years, per year+24.3%+24.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y12.6%13.1%

3–2measures won
CSM first

54.4%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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$62.5B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CSM, SCHB, VUG

Today

54.4%most shared, CSM and SCHB

CSMSCHBVUG

CSM—54.4%35.1%

SCHB54.4%—50.5%

VUG35.1%50.5%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

CSM$104 − $45 = $59

VUG$40 − $3 = $37

KeptFee

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