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