CSM vs VTI

ACSM

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · CSM $16,826

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common53.4%CSM and VTI

CSM

VTI

ProShares - Large Cap Core Plus · $499MVanguard 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
3	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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: CSM, VTI, IVV

Today

86.5%most shared, VTI and IVV

CSMVTIIVV

CSM—53.4%56.1%

VTI53.4%—86.5%

IVV56.1%86.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

CSM$108 − $45 = $63

KeptFee

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