CSM vs SCHD

ACSM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,122CSM · SCHD $16,459

Lowest cost0.05%IJH · $5 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.4%CSM and SCHD

CSM

SCHD

ProShares - Large Cap Core Plus · $499MSchwab U.S. Dividend Equity ETF · $120B

+22.2%3 years · per year$18,244 · $17,123+19.6%

+11.4%5 years · per year$17,122 · $16,459+10.5%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

1.06%12-mo yield$106 · $296 on $10k2.96%

−9.4%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · SCHD

0.6%PG4.4%

0.5%PEP4.0%

0.5%MRK3.8%

0.4%MO3.0%

Held in common7.4%

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs SCHD

CSM

ProShares - Large Cap Core Plus

$17,122

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCSMSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield1.06%2.96%

5 years, per year+11.4%+10.5%

3 years, per year+22.2%+19.6%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.3%11.8%

4–2measures won
SCHD first

7.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CSM, SCHD, IJH

Today

7.4%most shared, CSM and SCHD

CSMSCHDIJH

CSM—7.4%0.0%

SCHD7.4%—3.5%

IJH0.0%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJH$121 − $5 = $116

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee