CSM vs VXF

ACSM

BVXF

Measures won4–1CSM wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · IWF $16,559

Lowest cost0.05%VXF · $5 on $10k

Most income1.04%VXF · $104 on $10k

Smallest drop−9.4%CSM · worst fall in 1Y

Held in common0.0%CSM and VXF

CSM

VXF

ProShares - Large Cap Core Plus · $521MVanguard Extended Market ETF · $30.2B

+24.3%3 years · per year$19,199 · $18,168+22.0%

+12.1%5 years · per year$17,681 · $13,123+5.6%

0.45%Expense ratio$45 · $5 on $10k · lower wins0.05%

1.04%12-mo yield$104 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−10.2%

12.6%VolatilityLower wins17.3%

4–1CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · VXF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

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 VXF

CSM

ProShares - Large Cap Core Plus

$17,682

VXF

Vanguard Extended Market

$13,123

MeasureCSMVXF

Fee0.45%0.05%

Cost on $10k a year$45$5

Yield1.04%1.04%

5 years, per year+12.1%+5.6%

3 years, per year+24.3%+22.0%

Worst drop · 1Y−9.4%−10.2%

Volatility · 1Y12.6%17.3%

4–1measures won
CSM first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, VXF, IWF

Today

36.2%most shared, CSM and IWF

CSMVXFIWF

CSM—0.0%36.2%

VXF0.0%—4.8%

IWF36.2%4.8%—

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

Income After Fees on $10,000

$99most kept, VXF

VXF$104 − $5 = $99

CSM$104 − $45 = $59

IWF$37 − $18 = $19

KeptFee

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