CSM vs JCAL
Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).
CSM vs JCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSM
$510M
JCAL
$510M
Expense Ratio
CSM
0.45%
Winner
JCAL
0.34%
Max Drawdown
CSM
36.11%
Winner
JCAL
1.39%
Sharpe Ratio
Winner
CSM
1.37
JCAL
-3.88
5Y Beta
CSM
0.98
Winner
JCAL
0.05
P/E Ratio
CSM
24.84
JCAL
N/A
Forward P/E
CSM
17.86
JCAL
N/A
PEG Ratio
CSM
0.14
JCAL
N/A
5Y Dividends CAGR
CSM
13.85%
JCAL
N/A
5Y EPS CAGR
CSM
23.05%
JCAL
N/A
Debt to Equity
CSM
13.74%
JCAL
N/A
P/S Ratio
CSM
2.21
JCAL
N/A
P/B Ratio
CSM
3.80
JCAL
N/A
CSM vs JCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSM
+1.30%
JCAL
-0.64%
3M
CSM
+6.57%
JCAL
N/A
6M
CSM
+9.65%
JCAL
N/A
1Y
CSM
+22.26%
JCAL
N/A
5Y(CAGR)
CSM
+12.75%
JCAL
N/A
10Y(CAGR)
CSM
+13.97%
JCAL
N/A
Max(CAGR)
Winner
CSM
+14.84%
JCAL
-4.55%
CSM vs JCAL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CSM | JCAL |
|---|---|---|
| 2026 | +8.57% | -0.46% |
| 2025 | +22.04% | N/A |
| 2024 | +22.42% | N/A |
| 2023 | +24.05% | N/A |
| 2022 | -18.61% | N/A |
| 2021 | +34.52% | N/A |
| 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 JCAL Drawdown Comparison
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The current CSM drawdown is -1.03%. The current JCAL drawdown is -1.12%.
| Rank | CSM | JCAL |
|---|---|---|
| #1 | -36.11% Feb 19, 2020 - Sep 1, 2020 | -1.12% Jun 29, 2026 - Jul 21, 2026 |
| #2 | -23.81% Dec 29, 2021 - Dec 19, 2023 | -0.12% Jun 18, 2026 - Jun 24, 2026 |
| #3 | -21.13% Sep 21, 2018 - Jul 3, 2019 | -0.06% Jun 16, 2026 - Jun 18, 2026 |
| #4 | -19.99% Apr 29, 2011 - Feb 28, 2012 | N/A |
| #5 | -18.30% Feb 19, 2025 - Jun 24, 2025 | N/A |
| #6 | -15.53% Apr 15, 2010 - Nov 4, 2010 | N/A |
| #7 | -13.68% May 21, 2015 - Apr 18, 2016 | N/A |
| #8 | -10.06% Apr 2, 2012 - Aug 7, 2012 | N/A |
| #9 | -9.78% Sep 2, 2020 - Nov 24, 2020 | N/A |
| #10 | -9.71% Jan 26, 2018 - Aug 20, 2018 | N/A |
| #11 | -9.40% Jan 6, 2026 - Apr 15, 2026 | N/A |
| #12 | -8.83% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #13 | -7.61% Oct 17, 2012 - Jan 4, 2013 | N/A |
| #14 | -7.42% Jan 14, 2010 - Mar 5, 2010 | N/A |
| #15 | -7.28% Sep 18, 2014 - Oct 31, 2014 | N/A |
Correlation
Correlation between CSM and JCAL is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
Dividend Comparison (2009 - 2026)
CSM vs JCAL dividend yield comparison.
| Year | CSM | JCAL |
|---|---|---|
| 2026 | 0.51% | 0.27% |
| 2025 | 1.04% | 0.00% |
| 2024 | 1.06% | 0.00% |
| 2023 | 1.17% | 0.00% |
| 2022 | 1.37% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 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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