CSM vs VTV

ACSM

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · CSM $17,681

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common32.1%CSM and VTV

CSM

VTV

ProShares - Large Cap Core Plus · $512MVanguard Morningstar Value ETF · $184B

+24.3%3 years · per year$19,199 · $18,551+22.9%

+12.1%5 years · per year$17,681 · $18,352+12.9%

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

1.04%12-mo yield$104 · $180 on $10k1.80%

−9.4%Worst dropSmaller wins−6.4%

12.6%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · VTV

1.3%MU4.6%

1.2%JPM3.3%

0.8%BRK-B2.9%

0.6%GS0.9%

Held in common32.1%

End-of-day Nov 4, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs VTV

CSM

ProShares - Large Cap Core Plus

$17,682

VTV

Vanguard Morningstar Value

$18,352

MeasureCSMVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.04%1.80%

5 years, per year+12.1%+12.9%

3 years, per year+24.3%+22.9%

Worst drop · 1Y−9.4%−6.4%

Volatility · 1Y12.6%10.2%

5–1measures won
VTV first

32.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, VTV

Today

32.1%most shared, CSM and VTV

CSMVTV

CSM—32.1%

VTV32.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee