SCHB vs CSM

ASCHB

BCSM

Measures won2–3CSM wins · of 6 · 5Y

$10,000 · 5Y$17,292CSM · VUG $16,902

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common54.2%SCHB and CSM

SCHB

CSM

Schwab U.S. Broad Market ETF · $44.0BProShares - Large Cap Core Plus · $512M

+23.8%3 years · per year$18,993 · $19,103+24.1%

+11.1%5 years · per year$16,894 · $17,292+11.6%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.06%12-mo yield$106 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins12.5%

2–3CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHB · CSM

6.7%NVDA5.0%

6.8%AAPL4.9%

5.2%MSFT3.7%

3.3%AMZN2.7%

Held in common54.2%

End-of-day Nov 3, 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	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+0.2%	+9.4%	+11.4%	+24.1%	+11.6%	−9.4%	$512M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

All Three

5Y3 funds

#
1	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+0.2%	+9.4%	+11.4%	+24.1%	+11.6%	−9.4%	$512M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

Cards for this view

SCHB vs CSM

SCHB

Schwab U.S. Broad Market

$16,894

CSM

ProShares - Large Cap Core Plus

$17,292

MeasureSCHBCSM

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.06%1.06%

5 years, per year+11.1%+11.6%

3 years, per year+23.8%+24.1%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.1%12.5%

3–2measures won
CSM first

54.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SCHB, CSM, VUG

Today

54.2%most shared, SCHB and CSM

SCHBCSMVUG

SCHB—54.2%50.2%

CSM54.2%—34.8%

VUG50.2%34.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee