CSM vs VTI

ACSM

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,826CSM · VTI $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 on $10k

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

Held in common53.4%CSM and VTI

CSM

VTI

ProShares - Large Cap Core Plus · $521MVanguard Morningstar Total Stock Market ETF · $689B

+22.3%3 years · per year$18,272 · $18,113+21.9%

+11.0%5 years · per year$16,826 · $16,332+10.3%

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

1.08%12-mo yield$108 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · VTI

5.0%AAPL6.6%

4.8%NVDA7.1%

4.0%MSFT5.2%

2.8%AMZN3.3%

Held in common53.4%

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

Both

5Y2 funds

#			Trend
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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

Both

5Y2 funds

#			Trend
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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 VTI

CSM

ProShares - Large Cap Core Plus

$16,826

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureCSMVTI

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.08%1.10%

5 years, per year+11.0%+10.3%

3 years, per year+22.3%+21.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.2%13.7%

3–2measures won
CSM first

53.4%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSM, VTI

Today

53.4%most shared, CSM and VTI

CSMVTI

CSM—53.4%

VTI53.4%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

CSM$108 − $45 = $63

KeptFee

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