CSM vs VUG

ACSM

BVUG

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,122CSM · VIG $16,638

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common34.8%CSM and VUG

CSM

VUG

ProShares - Large Cap Core Plus · $499MVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,244 · $18,569+22.9%

+11.4%5 years · per year$17,122 · $16,565+10.6%

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

1.06%12-mo yield$106 · $41 on $10k0.41%

−9.4%Worst dropSmaller wins−15.1%

13.3%VolatilityLower wins19.1%

4–2CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · VUG

5.1%AAPL12.5%

4.7%NVDA13.5%

4.0%MSFT9.7%

2.9%AMZN4.3%

Held in common34.8%

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs VUG

CSM

ProShares - Large Cap Core Plus

$17,122

VUG

Vanguard Morningstar Growth

$16,565

MeasureCSMVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.06%0.41%

5 years, per year+11.4%+10.6%

3 years, per year+22.2%+22.9%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y13.3%19.1%

4–2measures won
CSM first

34.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: CSM, VUG, VIG

Today

34.8%most shared, CSM and VUG

CSMVUGVIG

CSM—34.8%30.7%

VUG34.8%—26.4%

VIG30.7%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee