CSM vs IGLD

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and FT VEST GOLD STRATEGY TARGET INCOME ETF (IGLD, ETF).

5-Year PerformanceIGLD has outperformed CSM, delivering a return of +15.0% compared to +12.5%

CSM vs IGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSM(ETF)	IGLD(ETF)
Net Assets	$516M	$514M
Expense Ratio	0.45%	0.85%
Max Drawdown	36.11%	31.48%
Sharpe Ratio	1.24	0.91
5Y Beta	0.97	0.19
P/E Ratio	22.45	N/A
Forward P/E	17.60	N/A
PEG Ratio	1.31	N/A
5Y Dividends CAGR	13.85%	79.42%
5Y EPS CAGR	23.03%	N/A
Debt to Equity	212.00%	N/A
P/S Ratio	2.21	N/A
P/B Ratio	3.79	N/A

Net Assets

Winner

CSM

$516M

IGLD

$514M

Expense Ratio

Winner

CSM

0.45%

IGLD

0.85%

Max Drawdown

CSM

36.11%

Winner

IGLD

31.48%

Sharpe Ratio

Winner

CSM

1.24

IGLD

0.91

5Y Beta

CSM

0.97

Winner

IGLD

0.19

P/E Ratio

CSM

22.45

IGLD

N/A

Forward P/E

CSM

17.60

IGLD

N/A

PEG Ratio

CSM

1.31

IGLD

N/A

5Y Dividends CAGR

CSM

13.85%

Winner

IGLD

79.42%

5Y EPS CAGR

CSM

23.03%

IGLD

N/A

Debt to Equity

CSM

212.00%

IGLD

N/A

P/S Ratio

CSM

2.21

IGLD

N/A

P/B Ratio

CSM

3.79

IGLD

N/A

CSM vs IGLD - Historical Returns

Returns include dividend reinvestment.

Period	CSM	IGLD
1 month	+3.98%	+12.43%
3 months	+2.90%	+2.19%
6 months	+11.70%	-9.88%
1 year	+20.81%	+26.94%
5 years(CAGR)	+12.50%	+15.00%
10 years(CAGR)	+15.04%	N/A
Max(CAGR)	+16.69%	+14.05%

CSM

+3.98%

Winner

IGLD

+12.43%

Winner

CSM

+2.90%

IGLD

+2.19%

Winner

CSM

+11.70%

IGLD

-9.88%

CSM

+20.81%

Winner

IGLD

+26.94%

5Y(CAGR)

CSM

+12.50%

Winner

IGLD

+15.00%

10Y(CAGR)

CSM

+15.04%

IGLD

N/A

Max(CAGR)

Winner

CSM

+16.69%

IGLD

+14.05%

CSM vs IGLD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CSM	IGLD
2026	+11.21%	+4.59%
2025	+22.04%	+46.37%
2024	+22.42%	+18.90%
2023	+24.05%	+7.19%
2022	-18.61%	-1.37%
2021	+35.69%	+4.28%
2020	+11.83%	N/A
2019	+30.90%	N/A
2018	-7.32%	N/A
2017	+23.14%	N/A
2016	+17.28%	N/A
2015	+1.96%	N/A
2014	+22.43%	N/A
2013	+37.92%	N/A
2012	+16.94%	N/A
2011	+2.18%	N/A
2010	+13.83%	N/A
2009	+27.08%	N/A

CSM vs IGLD Drawdown Comparison

The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.

The maximum drawdown for IGLD was -23.83%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current CSM drawdown is -1.90%. The current IGLD drawdown is -12.52%.

Rank	CSM	IGLD
#1	-36.11% Feb 19, 2020 - Aug 26, 2020	-23.83% Mar 2, 2026 - Jun 24, 2026
#2	-23.81% Dec 29, 2021 - Dec 19, 2023	-18.59% Mar 8, 2022 - Mar 27, 2024
#3	-20.97% Oct 1, 2018 - Apr 30, 2019	-11.59% Jan 28, 2026 - Mar 2, 2026
#4	-18.80% Apr 29, 2011 - Feb 9, 2012	-9.19% Jun 2, 2021 - Mar 1, 2022
#5	-18.30% Feb 19, 2025 - Jun 24, 2025	-7.58% Oct 20, 2025 - Dec 17, 2025
#6	-14.89% Apr 15, 2010 - Nov 4, 2010	-7.48% Oct 30, 2024 - Feb 4, 2025
#7	-12.73% May 21, 2015 - Mar 22, 2016	-5.34% Mar 31, 2025 - Apr 10, 2025
#8	-10.06% Apr 2, 2012 - Aug 7, 2012	-5.15% Apr 21, 2025 - Jun 2, 2025
#9	-9.71% Jan 26, 2018 - Aug 7, 2018	-3.97% May 21, 2024 - Jul 11, 2024
#10	-9.52% Sep 2, 2020 - Nov 16, 2020	-3.74% Dec 26, 2025 - Jan 12, 2026
#11	-9.40% Jan 6, 2026 - Apr 15, 2026	-3.59% Jul 22, 2025 - Aug 28, 2025
#12	-8.83% Jul 16, 2024 - Sep 19, 2024	-3.54% Jun 13, 2025 - Jul 22, 2025
#13	-7.61% Oct 17, 2012 - Jan 2, 2013	-3.16% Mar 17, 2021 - Apr 8, 2021
#14	-7.42% Jan 14, 2010 - Mar 5, 2010	-2.60% Jul 16, 2024 - Aug 12, 2024
#15	-6.91% Apr 30, 2019 - Jul 1, 2019	-2.45% Apr 16, 2024 - May 10, 2024

Correlation

Correlation between CSM and IGLD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2009 - 2026)

CSM vs IGLD dividend yield comparison.

Year	CSM	IGLD
2026	0.50%	14.24%
2025	1.04%	9.91%
2024	1.06%	20.81%
2023	1.17%	7.85%
2022	1.37%	4.45%
2021	1.56%	2.24%
2020	2.42%	0.00%
2019	2.82%	0.00%
2018	3.09%	0.00%
2017	2.57%	0.00%
2016	2.99%	0.00%
2015	4.11%	0.00%
2014	5.57%	0.00%
2013	4.87%	0.00%
2012	2.43%	0.00%
2011	4.05%	0.00%
2010	1.37%	0.00%
2009	1.74%	0.00%