CSM vs SPYM

ACSM

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common56.1%CSM and SPYM

CSM

SPYM

ProShares - Large Cap Core Plus · $521MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.3%3 years · per year$18,272 · $18,222+22.1%

+11.0%5 years · per year$16,826 · $17,164+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

1.08%12-mo yield$108 · $106 on $10k1.06%

−9.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · SPYM

5.0%AAPL7.7%

4.8%NVDA7.3%

4.0%MSFT6.2%

2.8%AMZN3.9%

Held in common56.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M

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 SPYM

CSM

ProShares - Large Cap Core Plus

$16,826

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureCSMSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield1.08%1.06%

5 years, per year+11.0%+11.4%

3 years, per year+22.3%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.2%13.6%

3–2measures won
SPYM first

56.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CSM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CSMSPYMIVV

CSM—56.1%56.1%

SPYM56.1%—99.9%

IVV56.1%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

CSM$108 − $45 = $63

KeptFee

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