CSM vs BSJT
Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).
5-Year PerformanceCSM has outperformed BSJT, delivering a return of +13.0% compared to +2.7%
CSM vs BSJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSM
$524M
Winner
BSJT
$525M
Expense Ratio
CSM
0.45%
Winner
BSJT
0.42%
Max Drawdown
CSM
36.11%
Winner
BSJT
23.60%
Sharpe Ratio
Winner
CSM
1.63
BSJT
0.67
5Y Beta
CSM
0.98
Winner
BSJT
0.21
P/E Ratio
CSM
24.01
BSJT
N/A
Forward P/E
CSM
17.92
BSJT
N/A
PEG Ratio
CSM
0.20
BSJT
N/A
5Y Dividends CAGR
CSM
10.96%
BSJT
N/A
5Y EPS CAGR
CSM
24.10%
BSJT
N/A
Debt to Equity
CSM
14.94%
BSJT
N/A
P/S Ratio
CSM
2.31
BSJT
N/A
P/B Ratio
CSM
3.88
BSJT
N/A
CSM vs BSJT - Holdings Comparison
CSM and BSJT have 1 common holdings. Overlap is -2.21%
CSM's top 25 holdings weight is 44.14%. BSJT's top 25 holdings weight is 24.95%.
| Rank | CSM | BSJT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.56% | ECHOSTAR CORP. 10.75% (n/a) - 2.64% |
| #2 | UBS 130/30 LONG BASKET SWAP (n/a) - 5.05% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.76% |
| #3 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.78% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.68% |
| #4 | APPLE INC (AAPL) - 4.70% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.45% |
| #5 | MICROSOFT CORP (MSFT) - 3.36% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.34% |
| #6 | AMAZON.COM INC (AMZN) - 2.45% | n/a (n/a) - 1.31% |
| #7 | BROADCOM INC (AVGO) - 2.25% | TRANSDIGM, INC. 6.375% (n/a) - 1.24% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.02% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.18% |
| #9 | CTE PROSHARES TRUST M (n/a) - 1.71% | STAPLES, INC. 10.75% (n/a) - 1.05% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.61% | n/a (n/a) - 0.99% |
| #11 | ALPHABET INC CLASS C (GOOG) - 1.56% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.97% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.35% | n/a (n/a) - 0.92% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | INGRAM MICRO INC. 4.75% (n/a) - 0.87% |
| #14 | ELI LILLY AND CO (LLY) - 1.04% | n/a (n/a) - 0.80% |
| #15 | TESLA INC (TSLA) - 1.00% | COMSTOCK RESOURCES, INC. 6.75% (n/a) - 0.70% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.69% |
| #17 | n/a (DELL) - 0.68% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.64% |
| #18 | JPMORGAN CHASE & CO (JPM) - 0.63% | n/a (n/a) - 0.64% |
| #19 | NETFLIX INC (NFLX) - 0.60% | DISH DBS CORPORATION 5.125% (n/a) - 0.61% |
| #20 | GENERAL DYNAMICS CORP (GD) - 0.33% | VIRGIN MEDIA SECURED FINANCE PLC 5.5% (n/a) - 0.61% |
| #21 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.33% | DISCOVERY GLOBAL HOLDINGS INC. 4.054% (n/a) - 0.60% |
| #22 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.33% | TENET HEALTHCARE CORPORATION 4.25% (n/a) - 0.60% |
| #23 | METLIFE INC (MET) - 0.33% | n/a (n/a) - 0.57% |
| #24 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.33% | SIRIUS XM RADIO LLC 5.5% (n/a) - 0.55% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 0.33% | ITT HOLDINGS LLC 6.5% (n/a) - 0.54% |
| Total Holdings | 263 | 318 |
CSM vs BSJT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSM
+0.66%
BSJT
+0.61%
3M
Winner
CSM
+11.28%
BSJT
+2.53%
6M
Winner
CSM
+7.89%
BSJT
+2.07%
1Y
Winner
CSM
+25.29%
BSJT
+6.14%
5Y(CAGR)
Winner
CSM
+12.98%
BSJT
+2.70%
10Y(CAGR)
CSM
+14.36%
BSJT
N/A
Max(CAGR)
Winner
CSM
+14.84%
BSJT
+2.70%
CSM vs BSJT - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CSM | BSJT |
|---|---|---|
| 2026 | +6.89% | +1.29% |
| 2025 | +22.04% | +7.39% |
| 2024 | +22.42% | +8.75% |
| 2023 | +24.05% | +13.25% |
| 2022 | -18.61% | -14.68% |
| 2021 | +34.52% | -0.52% |
| 2020 | +10.20% | N/A |
| 2019 | +28.94% | N/A |
| 2018 | -8.62% | N/A |
| 2017 | +21.46% | N/A |
| 2016 | +15.46% | N/A |
| 2015 | -0.48% | N/A |
| 2014 | +17.21% | N/A |
| 2013 | +32.52% | N/A |
| 2012 | +14.81% | N/A |
| 2011 | -0.83% | N/A |
| 2010 | +12.54% | N/A |
| 2009 | +25.40% | N/A |
CSM vs BSJT Drawdown Comparison
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.
The current CSM drawdown is -2.56%. The current BSJT drawdown is -0.07%.
| Rank | CSM | BSJT |
|---|---|---|
| #1 | -36.11% Feb 19, 2020 - Sep 1, 2020 | -19.62% Sep 15, 2021 - Jul 11, 2024 |
| #2 | -23.81% Dec 29, 2021 - Dec 19, 2023 | -5.59% Feb 28, 2025 - Jun 3, 2025 |
| #3 | -21.13% Sep 21, 2018 - Jul 3, 2019 | -2.47% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -19.99% Apr 29, 2011 - Feb 28, 2012 | -1.88% Dec 6, 2024 - Jan 24, 2025 |
| #5 | -18.30% Feb 19, 2025 - Jun 24, 2025 | -1.50% Sep 19, 2024 - Nov 29, 2024 |
| #6 | -15.53% Apr 15, 2010 - Nov 4, 2010 | -1.20% Sep 29, 2025 - Oct 24, 2025 |
| #7 | -13.68% May 21, 2015 - Apr 18, 2016 | -1.15% Jul 31, 2024 - Aug 14, 2024 |
| #8 | -10.06% Apr 2, 2012 - Aug 7, 2012 | -1.06% Oct 27, 2025 - Nov 25, 2025 |
| #9 | -9.78% Sep 2, 2020 - Nov 24, 2020 | -0.80% May 6, 2026 - May 29, 2026 |
| #10 | -9.71% Jan 26, 2018 - Aug 20, 2018 | -0.66% Feb 6, 2025 - Feb 14, 2025 |
| #11 | -9.40% Jan 6, 2026 - Apr 15, 2026 | -0.58% Jul 16, 2024 - Jul 30, 2024 |
| #12 | -8.83% Jul 16, 2024 - Sep 19, 2024 | -0.56% Jun 12, 2025 - Jun 20, 2025 |
| #13 | -7.61% Oct 17, 2012 - Jan 4, 2013 | -0.56% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -7.42% Jan 14, 2010 - Mar 5, 2010 | -0.49% Apr 27, 2026 - May 6, 2026 |
| #15 | -7.28% Sep 18, 2014 - Oct 31, 2014 | -0.48% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between CSM and BSJT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
CSM vs BSJT dividend yield comparison.
| Year | CSM | BSJT |
|---|---|---|
| 2026 | 0.25% | 2.71% |
| 2025 | 1.04% | 6.77% |
| 2024 | 1.06% | 6.65% |
| 2023 | 1.17% | 6.42% |
| 2022 | 1.37% | 5.45% |
| 2021 | 0.78% | 1.20% |
| 2020 | 1.21% | 0.00% |
| 2019 | 1.41% | 0.00% |
| 2018 | 1.55% | 0.00% |
| 2017 | 1.28% | 0.00% |
| 2016 | 1.50% | 0.00% |
| 2015 | 1.67% | 0.00% |
| 2014 | 1.39% | 0.00% |
| 2013 | 1.22% | 0.00% |
| 2012 | 0.61% | 0.00% |
| 2011 | 1.01% | 0.00% |
| 2010 | 0.34% | 0.00% |
| 2009 | 0.43% | 0.00% |
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