CSM vs VIG

ACSM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,826CSM · VIG $16,331

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common30.8%CSM and VIG

CSM

VIG

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

+22.3%3 years · per year$18,272 · $16,814+18.9%

+11.0%5 years · per year$16,826 · $16,331+10.3%

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

1.08%12-mo yield$108 · $149 on $10k1.49%

−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

5.0%AAPL4.9%

4.0%MSFT4.9%

1.5%AVGO4.3%

1.3%LLY4.1%

Held in common30.8%

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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VIG

CSM

ProShares - Large Cap Core Plus

$16,826

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCSMVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield1.08%1.49%

5 years, per year+11.0%+10.3%

3 years, per year+22.3%+18.9%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.2%10.8%

4–2measures won
VIG first

30.8%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: CSM, VIG, VUG

Today

35.1%most shared, CSM and VUG

CSMVIGVUG

CSM—30.8%35.1%

VIG30.8%—26.4%

VUG35.1%26.4%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

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