CSM vs SCHD

ACSM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.5%CSM and SCHD

CSM

SCHD

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

+21.9%3 years · per year$18,102 · $17,266+20.0%

+10.9%5 years · per year$16,787 · $16,267+10.2%

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

1.08%12-mo yield$108 · $300 on $10k3.00%

−9.4%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · SCHD

0.6%PG4.5%

0.5%PEP4.0%

0.5%MRK3.8%

0.4%MO3.1%

Held in common7.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

CSM

ProShares - Large Cap Core Plus

$16,787

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCSMSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield1.08%3.00%

5 years, per year+10.9%+10.2%

3 years, per year+21.9%+20.0%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.2%11.7%

4–2measures won
SCHD first

7.5%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSM, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSMSCHDVUGIWF

CSM—7.5%34.5%35.5%

SCHD7.5%—0.8%3.7%

VUG34.5%0.8%—78.0%

IWF35.5%3.7%78.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

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