CSM vs FIGB

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF).

5-Year PerformanceCSM has outperformed FIGB, delivering a return of +12.7% compared to -0.1%

CSM vs FIGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSM(ETF)	FIGB(ETF)
Net Assets	$510M	$507M
Expense Ratio	0.45%	0.36%
Max Drawdown	36.11%	21.47%
Sharpe Ratio	1.37	-0.07
5Y Beta	0.98	0.01
P/E Ratio	24.84	N/A
Forward P/E	17.86	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	13.85%	53.49%
5Y EPS CAGR	23.05%	N/A
Debt to Equity	13.74%	N/A
P/S Ratio	2.21	N/A
P/B Ratio	3.80	N/A

Net Assets

Winner

CSM

$510M

FIGB

$507M

Expense Ratio

CSM

0.45%

Winner

FIGB

0.36%

Max Drawdown

CSM

36.11%

Winner

FIGB

21.47%

Sharpe Ratio

Winner

CSM

1.37

FIGB

-0.07

5Y Beta

CSM

0.98

Winner

FIGB

0.01

P/E Ratio

CSM

24.84

FIGB

N/A

Forward P/E

CSM

17.86

FIGB

N/A

PEG Ratio

CSM

0.14

FIGB

N/A

5Y Dividends CAGR

CSM

13.85%

Winner

FIGB

53.49%

5Y EPS CAGR

CSM

23.05%

FIGB

N/A

Debt to Equity

CSM

13.74%

FIGB

N/A

P/S Ratio

CSM

2.21

FIGB

N/A

P/B Ratio

CSM

3.80

FIGB

N/A

CSM vs FIGB - Historical Returns

Returns include dividend reinvestment.

Period	CSM	FIGB
1 month	+1.30%	-0.44%
3 months	+6.57%	-0.72%
6 months	+9.65%	-0.16%
1 year	+22.26%	+2.98%
5 years(CAGR)	+12.75%	-0.13%
10 years(CAGR)	+13.97%	N/A
Max(CAGR)	+14.84%	+0.30%

Winner

CSM

+1.30%

FIGB

-0.44%

Winner

CSM

+6.57%

FIGB

-0.72%

Winner

CSM

+9.65%

FIGB

-0.16%

Winner

CSM

+22.26%

FIGB

+2.98%

5Y(CAGR)

Winner

CSM

+12.75%

FIGB

-0.13%

10Y(CAGR)

CSM

+13.97%

FIGB

N/A

Max(CAGR)

Winner

CSM

+14.84%

FIGB

+0.30%

CSM vs FIGB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CSM	FIGB
2026	+8.57%	-0.19%
2025	+22.04%	+7.05%
2024	+22.42%	+1.63%
2023	+24.05%	+6.17%
2022	-18.61%	-12.86%
2021	+34.52%	+1.77%
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 FIGB Drawdown Comparison

The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The current CSM drawdown is -1.03%. The current FIGB drawdown is -2.08%.

Rank	CSM	FIGB
#1	-36.11% Feb 19, 2020 - Sep 1, 2020	-18.08% Sep 14, 2021 - Feb 12, 2026
#2	-23.81% Dec 29, 2021 - Dec 19, 2023	-2.93% Feb 27, 2026 - May 19, 2026
#3	-21.13% Sep 21, 2018 - Jul 3, 2019	-1.04% Aug 2, 2021 - Sep 14, 2021
#4	-19.99% Apr 29, 2011 - Feb 28, 2012	-0.98% Mar 4, 2021 - Apr 13, 2021
#5	-18.30% Feb 19, 2025 - Jun 24, 2025	-0.97% May 7, 2021 - Jun 4, 2021
#6	-15.53% Apr 15, 2010 - Nov 4, 2010	-0.52% Jul 8, 2021 - Jul 19, 2021
#7	-13.68% May 21, 2015 - Apr 18, 2016	-0.50% Apr 21, 2021 - May 7, 2021
#8	-10.06% Apr 2, 2012 - Aug 7, 2012	-0.48% Jun 18, 2021 - Jun 30, 2021
#9	-9.78% Sep 2, 2020 - Nov 24, 2020	-0.43% Jun 10, 2021 - Jun 18, 2021
#10	-9.71% Jan 26, 2018 - Aug 20, 2018	-0.42% Jul 19, 2021 - Aug 2, 2021
#11	-9.40% Jan 6, 2026 - Apr 15, 2026	-0.23% Apr 16, 2021 - Apr 20, 2021
#12	-8.83% Jul 16, 2024 - Sep 19, 2024	-0.21% Feb 17, 2026 - Feb 23, 2026
#13	-7.61% Oct 17, 2012 - Jan 4, 2013	-0.18% Jun 30, 2021 - Jul 2, 2021
#14	-7.42% Jan 14, 2010 - Mar 5, 2010	-0.05% Feb 24, 2026 - Feb 26, 2026
#15	-7.28% Sep 18, 2014 - Oct 31, 2014	-0.01% Jun 4, 2021 - Jun 8, 2021

Correlation

Correlation between CSM and FIGB is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2009 - 2026)

CSM vs FIGB dividend yield comparison.

Year	CSM	FIGB
2026	0.51%	1.98%
2025	1.04%	4.15%
2024	1.06%	4.28%
2023	1.17%	3.79%
2022	1.37%	2.44%
2021	0.78%	1.10%
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%