BLW vs CSM
Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).
5-Year PerformanceCSM has outperformed BLW, delivering a return of +12.5% compared to +3.4%
BLW vs CSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BLW vs CSM - Historical Returns
Returns include dividend reinvestment.
BLW vs CSM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | BLW | CSM |
|---|---|---|
| 2026 | +0.12% | +11.21% |
| 2025 | +6.59% | +22.04% |
| 2024 | +10.99% | +22.42% |
| 2023 | +17.58% | +24.05% |
| 2022 | -13.83% | -18.61% |
| 2021 | +15.47% | +35.69% |
| 2020 | +5.10% | +11.83% |
| 2019 | +29.26% | +30.90% |
| 2018 | -10.83% | -7.32% |
| 2017 | +10.73% | +23.14% |
| 2016 | +15.15% | +17.28% |
| 2015 | +0.64% | +1.96% |
| 2014 | -0.89% | +22.43% |
| 2013 | -0.84% | +37.92% |
| 2012 | +22.20% | +16.94% |
| 2011 | +6.25% | +2.18% |
| 2010 | +19.07% | +13.83% |
| 2009 | +41.15% | +27.08% |
| 2008 | -25.24% | N/A |
| 2007 | -8.08% | N/A |
| 2006 | +19.10% | N/A |
| 2005 | -8.69% | N/A |
| 2004 | +15.50% | N/A |
| 2003 | -2.24% | N/A |
BLW vs CSM Drawdown Comparison
The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.
The current BLW drawdown is -2.23%. The current CSM drawdown is -1.90%.
| Rank | BLW | CSM |
|---|---|---|
| #1 | -44.04% Apr 16, 2007 - Feb 26, 2010 | -36.11% Feb 19, 2020 - Aug 26, 2020 |
| #2 | -41.88% Jan 24, 2020 - Nov 24, 2020 | -23.81% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -26.26% Nov 12, 2021 - Mar 1, 2024 | -20.97% Oct 1, 2018 - Apr 30, 2019 |
| #4 | -16.95% Jun 29, 2011 - Mar 23, 2012 | -18.80% Apr 29, 2011 - Feb 9, 2012 |
| #5 | -14.04% May 24, 2013 - May 27, 2016 | -18.30% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -13.50% Jan 16, 2018 - Apr 11, 2019 | -14.89% Apr 15, 2010 - Nov 4, 2010 |
| #7 | -13.28% Feb 7, 2005 - Feb 21, 2006 | -12.73% May 21, 2015 - Mar 22, 2016 |
| #8 | -11.64% Apr 1, 2004 - Sep 22, 2004 | -10.06% Apr 2, 2012 - Aug 7, 2012 |
| #9 | -11.19% Feb 18, 2026 - Mar 30, 2026 | -9.71% Jan 26, 2018 - Aug 7, 2018 |
| #10 | -11.09% May 3, 2010 - Jul 26, 2010 | -9.52% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -10.56% Mar 3, 2025 - May 13, 2025 | -9.40% Jan 6, 2026 - Apr 15, 2026 |
| #12 | -10.46% Nov 8, 2010 - Mar 29, 2011 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -6.43% May 11, 2012 - Jun 26, 2012 | -7.61% Oct 17, 2012 - Jan 2, 2013 |
| #14 | -6.10% Oct 26, 2012 - Nov 23, 2012 | -7.42% Jan 14, 2010 - Mar 5, 2010 |
| #15 | -5.78% Mar 27, 2012 - May 1, 2012 | -6.91% Apr 30, 2019 - Jul 1, 2019 |
Correlation
Correlation between BLW and CSM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
BLW vs CSM dividend yield comparison.
| Year | BLW | CSM |
|---|---|---|
| 2026 | 7.07% | 0.50% |
| 2025 | 9.89% | 1.04% |
| 2024 | 9.39% | 1.06% |
| 2023 | 8.63% | 1.17% |
| 2022 | 8.26% | 1.37% |
| 2021 | 6.99% | 1.56% |
| 2020 | 7.39% | 2.42% |
| 2019 | 6.27% | 2.82% |
| 2018 | 7.14% | 3.09% |
| 2017 | 6.24% | 2.57% |
| 2016 | 9.68% | 2.99% |
| 2015 | 8.26% | 4.11% |
| 2014 | 8.24% | 5.57% |
| 2013 | 7.47% | 4.87% |
| 2012 | 7.55% | 2.43% |
| 2011 | 8.05% | 4.05% |
| 2010 | 6.68% | 1.37% |
| 2009 | 6.60% | 1.74% |
| 2008 | 12.65% | 0.00% |
| 2007 | 10.28% | 0.00% |
| 2006 | 7.85% | 0.00% |
| 2005 | 8.76% | 0.00% |
| 2004 | 7.62% | 0.00% |
| 2003 | 3.30% | 0.00% |
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