CSM vs VIG

ACSM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · CSM $16,787

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.8%CSM and VIG

CSM

VIG

ProShares - Large Cap Core Plus · $499MVanguard Dividend Appreciation ETF · $109B

+21.9%3 years · per year$18,102 · $16,669+18.6%

+10.9%5 years · per year$16,787 · $16,243+10.2%

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

1.08%12-mo yield$108 · $150 on $10k1.50%

−9.4%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · VIG

5.1%AAPL4.9%

4.0%MSFT4.9%

1.4%AVGO4.3%

1.3%LLY4.1%

Held in common30.8%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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 VIG

CSM

ProShares - Large Cap Core Plus

$16,787

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCSMVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield1.08%1.50%

5 years, per year+10.9%+10.2%

3 years, per year+21.9%+18.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.2%10.8%

4–2measures won
VIG first

30.8%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: CSM, VIG, VTV

Today

51.5%most shared, VIG and VTV

CSMVIGVTV

CSM—30.8%32.0%

VIG30.8%—51.5%

VTV32.0%51.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIG$150 − $4 = $146

CSM$108 − $45 = $63

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee