CSM vs JRI

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and Nuveen Real Asset Income and Growth Fund (JRI, ETF).

5-Year PerformanceCSM has outperformed JRI, delivering a return of +13.0% compared to +5.9%

CSM vs JRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSM(ETF)	JRI(ETF)
Net Assets	$499M	$498M
Expense Ratio	0.45%	N/A
Max Drawdown	36.11%	64.29%
Sharpe Ratio	1.69	0.51
5Y Beta	0.98	0.49
P/E Ratio	23.98	N/A
Forward P/E	18.26	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	10.96%	8.48%
5Y EPS CAGR	22.52%	N/A
Debt to Equity	32.86%	N/A
P/S Ratio	2.18	N/A
P/B Ratio	3.90	N/A

Net Assets

Winner

CSM

$499M

JRI

$498M

Expense Ratio

CSM

0.45%

JRI

N/A

Max Drawdown

Winner

CSM

36.11%

JRI

64.29%

Sharpe Ratio

Winner

CSM

1.69

JRI

0.51

5Y Beta

CSM

0.98

Winner

JRI

0.49

P/E Ratio

CSM

23.98

JRI

N/A

Forward P/E

CSM

18.26

JRI

N/A

PEG Ratio

CSM

0.20

JRI

N/A

5Y Dividends CAGR

Winner

CSM

10.96%

JRI

8.48%

5Y EPS CAGR

CSM

22.52%

JRI

N/A

Debt to Equity

CSM

32.86%

JRI

N/A

P/S Ratio

CSM

2.18

JRI

N/A

P/B Ratio

CSM

3.90

JRI

N/A

CSM vs JRI - Historical Returns

Returns include dividend reinvestment.

Period	CSM	JRI
1 month	+2.08%	-2.34%
3 months	+8.27%	+0.52%
6 months	+7.49%	-2.23%
1 year	+27.02%	+10.43%
5 years(CAGR)	+12.99%	+5.91%
10 years(CAGR)	+14.15%	+7.01%
Max(CAGR)	+14.84%	+7.21%

Winner

CSM

+2.08%

JRI

-2.34%

Winner

CSM

+8.27%

JRI

+0.52%

Winner

CSM

+7.49%

JRI

-2.23%

Winner

CSM

+27.02%

JRI

+10.43%

5Y(CAGR)

Winner

CSM

+12.99%

JRI

+5.91%

10Y(CAGR)

Winner

CSM

+14.15%

JRI

+7.01%

Max(CAGR)

Winner

CSM

+14.84%

JRI

+7.21%

CSM vs JRI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CSM	JRI
2026	+6.60%	-1.98%
2025	+22.04%	+26.60%
2024	+22.42%	+14.99%
2023	+24.05%	+8.60%
2022	-18.61%	-20.87%
2021	+34.52%	+31.52%
2020	+10.20%	-19.68%
2019	+28.94%	+44.37%
2018	-8.62%	-18.14%
2017	+21.46%	+20.55%
2016	+15.46%	+14.02%
2015	-0.48%	-12.34%
2014	+17.21%	+29.61%
2013	+32.52%	+6.11%
2012	+14.81%	-0.54%
2011	-0.83%	N/A
2010	+12.54%	N/A
2009	+25.40%	N/A

CSM vs JRI Drawdown Comparison

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

The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.

The current CSM drawdown is -2.83%. The current JRI drawdown is -4.09%.

Rank	CSM	JRI
#1	-36.11% Feb 19, 2020 - Sep 1, 2020	-60.68% Feb 21, 2020 - Aug 15, 2024
#2	-23.81% Dec 29, 2021 - Dec 19, 2023	-29.66% Apr 28, 2015 - Aug 22, 2016
#3	-21.13% Sep 21, 2018 - Jul 3, 2019	-21.99% Aug 3, 2017 - Jun 6, 2019
#4	-19.99% Apr 29, 2011 - Feb 28, 2012	-14.64% May 2, 2012 - Jan 7, 2013
#5	-18.30% Feb 19, 2025 - Jun 24, 2025	-14.54% May 10, 2013 - Jan 21, 2014
#6	-15.53% Apr 15, 2010 - Nov 4, 2010	-13.74% Nov 29, 2024 - Apr 29, 2025
#7	-13.68% May 21, 2015 - Apr 18, 2016	-12.94% Oct 1, 2025 - Mar 23, 2026
#8	-10.06% Apr 2, 2012 - Aug 7, 2012	-12.82% Sep 8, 2016 - Mar 1, 2017
#9	-9.78% Sep 2, 2020 - Nov 24, 2020	-9.27% Dec 11, 2014 - Jan 12, 2015
#10	-9.71% Jan 26, 2018 - Aug 20, 2018	-7.66% Sep 10, 2014 - Nov 5, 2014
#11	-9.40% Jan 6, 2026 - Apr 15, 2026	-5.38% Jun 30, 2014 - Aug 13, 2014
#12	-8.83% Jul 16, 2024 - Sep 19, 2024	-4.29% Jan 29, 2015 - Apr 17, 2015
#13	-7.61% Oct 17, 2012 - Jan 4, 2013	-4.15% Sep 30, 2024 - Nov 27, 2024
#14	-7.42% Jan 14, 2010 - Mar 5, 2010	-3.44% Nov 10, 2014 - Dec 8, 2014
#15	-7.28% Sep 18, 2014 - Oct 31, 2014	-3.43% Jul 2, 2025 - Aug 15, 2025

Correlation

Correlation between CSM and JRI 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 JRI dividend yield comparison.

Year	CSM	JRI
2026	0.25%	5.29%
2025	1.04%	11.77%
2024	1.06%	11.83%
2023	1.17%	9.18%
2022	1.37%	9.89%
2021	0.78%	7.18%
2020	1.21%	9.06%
2019	1.41%	7.05%
2018	1.55%	9.34%
2017	1.28%	7.21%
2016	1.50%	8.57%
2015	1.67%	10.33%
2014	1.39%	14.80%
2013	1.22%	20.27%
2012	0.61%	6.32%
2011	1.01%	0.00%
2010	0.34%	0.00%
2009	0.43%	0.00%