CSM vs VUG

ACSM

BVUG

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · CSM $17,122

Lowest cost0.03%VUG · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common34.8%CSM and VUG

CSM

VUG

ProShares - Large Cap Core Plus · $508MVanguard 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 four, 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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
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
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
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
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CSM, VUG, VOO, IWF

Today

78.1%most shared, VUG and IWF

CSMVUGVOOIWF

CSM—34.8%54.9%35.7%

VUG34.8%—58.2%78.1%

VOO54.9%58.2%—59.3%

IWF35.7%78.1%59.3%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

CSM$106 − $45 = $61

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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