CSM vs VXF

ACSM

BVXF

Measures won4–2CSM wins · of 6 · 5Y

$10,000 · 5Y$16,826CSM · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%VXF · $109 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

+22.3%3 years · per year$18,272 · $17,165+19.7%

+11.0%5 years · per year$16,826 · $12,303+4.2%

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

1.08%12-mo yield$108 · $109 on $10k1.09%

−9.4%Worst dropSmaller wins−11.0%

13.2%VolatilityLower wins17.9%

4–2CSM 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 5, 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%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

End-of-day Nov 5, 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%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$521M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

End-of-day Nov 5, 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

$16,826

VXF

Vanguard Extended Market

$12,303

MeasureCSMVXF

Fee0.45%0.05%

Cost on $10k a year$45$5

Yield1.08%1.09%

5 years, per year+11.0%+4.2%

3 years, per year+22.3%+19.7%

Worst drop · 1Y−9.4%−11.0%

Volatility · 1Y13.2%17.9%

4–1measures won
CSM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSM, VXF, VUG

Today

35.1%most shared, CSM and VUG

CSMVXFVUG

CSM—0.0%35.1%

VXF0.0%—2.3%

VUG35.1%2.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee