CSM vs VIG

ACSM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common30.7%CSM and VIG

CSM

VIG

ProShares - Large Cap Core Plus · $521MVanguard Dividend Appreciation ETF · $109B

+24.3%3 years · per year$19,199 · $17,533+20.6%

+12.1%5 years · per year$17,681 · $17,005+11.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

1.04%12-mo yield$104 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−7.9%

12.6%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · VIG

4.8%AAPL4.9%

3.8%MSFT4.9%

1.6%AVGO4.3%

1.3%LLY4.1%

Held in common30.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 VIG

CSM

ProShares - Large Cap Core Plus

$17,682

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCSMVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield1.04%1.44%

5 years, per year+12.1%+11.2%

3 years, per year+24.3%+20.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y12.6%10.2%

4–2measures won
VIG first

30.7%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSM, VIG, SCHD

Today

30.7%most shared, CSM and VIG

CSMVIGSCHD

CSM—30.7%7.3%

VIG30.7%—14.5%

SCHD7.3%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

CSM$104 − $45 = $59

KeptFee

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