CSM vs VXF

ACSM

BVXF

Measures won5–1CSM wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · CSM $17,122

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.0%CSM and VXF

CSM

VXF

ProShares - Large Cap Core Plus · $508MVanguard Extended Market ETF · $30.2B

+22.2%3 years · per year$18,244 · $17,436+20.4%

+11.4%5 years · per year$17,122 · $12,651+4.8%

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

1.06%12-mo yield$106 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−11.0%

13.3%VolatilityLower wins18.1%

5–1CSM 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 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+3.6%	+12.3%	+14.3%	+20.4%	+4.8%	−11.0%	$30.2B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+3.6%	+12.3%	+14.3%	+20.4%	+4.8%	−11.0%	$30.2B

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 VXF

CSM

ProShares - Large Cap Core Plus

$17,122

VXF

Vanguard Extended Market

$12,651

MeasureCSMVXF

Fee0.45%0.05%

Cost on $10k a year$45$5

Yield1.06%1.04%

5 years, per year+11.4%+4.8%

3 years, per year+22.2%+20.4%

Worst drop · 1Y−9.4%−11.0%

Volatility · 1Y13.3%18.1%

5–1measures won
CSM first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSM, VXF, VTV

Today

32.0%most shared, CSM and VTV

CSMVXFVTV

CSM—0.0%32.0%

VXF0.0%—0.9%

VTV32.0%0.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VXF$104 − $5 = $99

CSM$106 − $45 = $61

KeptFee

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