CSM vs SPY

ACSM

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · CSM $17,681

Lowest cost0.09%SPY · $9 on $10k

Most income1.04%CSM · $104 on $10k

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

Held in common56.2%CSM and SPY

CSM

SPY

ProShares - Large Cap Core Plus · $512MState Street SPDR S&P 500 ETF · $798B

+24.3%3 years · per year$19,199 · $19,132+24.1%

+12.1%5 years · per year$17,681 · $18,060+12.6%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

1.04%12-mo yield$104 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · SPY

5.1%NVDA7.7%

4.8%AAPL7.4%

3.8%MSFT5.9%

2.7%AMZN3.8%

Held in common56.2%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

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 SPY

CSM

ProShares - Large Cap Core Plus

$17,682

SPY

SPDR S&P 500

$18,060

MeasureCSMSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield1.04%0.99%

5 years, per year+12.1%+12.6%

3 years, per year+24.3%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y12.6%12.9%

3–2measures won
SPY first

56.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, SPY

Today

56.2%most shared, CSM and SPY

CSMSPY

CSM—56.2%

SPY56.2%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CSM$104 − $45 = $59

KeptFee

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