CSM vs VO

ACSM

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common23.9%CSM and VO

CSM

ProShares - Large Cap Core Plus · $499MVanguard Morningstar Mid-Cap ETF · $103B

+21.9%3 years · per year$18,102 · $16,701+18.6%

+10.9%5 years · per year$16,787 · $13,590+6.3%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

1.08%12-mo yield$108 · $139 on $10k1.39%

−9.4%Worst dropSmaller wins−8.2%

13.2%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · VO

0.4%NEM0.6%

0.4%ALL0.6%

0.4%ADSK0.4%

0.4%KDP0.4%

Held in common23.9%

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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

CSM

ProShares - Large Cap Core Plus

$16,787

Vanguard Morningstar Mid-Cap

$13,590

MeasureCSMVO

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.08%1.39%

5 years, per year+10.9%+6.3%

3 years, per year+21.9%+18.6%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y13.2%12.9%

4–2measures won
VO first

23.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSM, VO, IWF

Today

35.5%most shared, CSM and IWF

CSMVOIWF

CSM—23.9%35.5%

VO23.9%—9.2%

IWF35.5%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

CSM$108 − $45 = $63

IWF$39 − $18 = $21

KeptFee

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