CSM vs NXTG
Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and FIRST TRUST INDXX NEXTG ETF (NXTG, ETF).
5-Year PerformanceNXTG has outperformed CSM, delivering a return of +17.1% compared to +13.0%
CSM vs NXTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSM
$499M
Winner
NXTG
$500M
Expense Ratio
Winner
CSM
0.45%
NXTG
0.70%
Max Drawdown
CSM
36.11%
Winner
NXTG
34.71%
Sharpe Ratio
CSM
1.69
Winner
NXTG
2.48
5Y Beta
CSM
0.98
Winner
NXTG
0.95
P/E Ratio
CSM
23.98
NXTG
N/A
Forward P/E
CSM
18.26
NXTG
N/A
PEG Ratio
CSM
0.20
NXTG
N/A
5Y Dividends CAGR
CSM
10.96%
Winner
NXTG
21.63%
5Y EPS CAGR
CSM
22.52%
NXTG
N/A
Debt to Equity
CSM
32.86%
NXTG
N/A
P/S Ratio
CSM
2.18
NXTG
N/A
P/B Ratio
CSM
3.90
NXTG
N/A
CSM vs NXTG - Holdings Comparison
CSM and NXTG have 18 common holdings. Overlap is 6.48%
CSM's top 25 holdings weight is 44.63%. NXTG's top 25 holdings weight is 49.71%.
| Rank | CSM | NXTG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.42% | MICRON TECHNOLOGY INC (MU) - 3.13% |
| #2 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.83% | INTEL CORP (INTC) - 2.82% |
| #3 | UBS 130/30 LONG BASKET SWAP (n/a) - 4.72% | MEDIATEK INC (n/a) - 2.75% |
| #4 | APPLE INC (AAPL) - 4.65% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.46% |
| #5 | MICROSOFT CORP (MSFT) - 3.20% | STMICROELECTRONICS NV (n/a) - 2.43% |
| #6 | AMAZON.COM INC (AMZN) - 2.57% | UNITED MICROELECTRONICS CORP (n/a) - 2.41% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.20% | NOKIA OYJ ADR (NOK) - 2.34% |
| #8 | BROADCOM INC (AVGO) - 2.00% | LG ELECTRONICS INC (n/a) - 2.24% |
| #9 | CTE PROSHARES TRUST M (n/a) - 1.70% | CIENA CORP (CIEN) - 2.24% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.69% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 2.24% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.40% | DELTA ELECTRONICS INC (n/a) - 2.23% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.38% | MARVELL TECHNOLOGY INC (MRVL) - 2.10% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | ADVANCED MICRO DEVICES INC (AMD) - 2.05% |
| #14 | ELI LILLY AND CO (LLY) - 1.06% | INFINEON TECHNOLOGIES AG (n/a) - 1.89% |
| #15 | TESLA INC (TSLA) - 1.04% | RENESAS ELECTRONICS CORP (n/a) - 1.89% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.72% | LENOVO GROUP LTD (n/a) - 1.72% |
| #17 | JPMORGAN CHASE & CO (JPM) - 0.65% | ADVANTECH CO LTD (n/a) - 1.63% |
| #18 | NETFLIX INC (NFLX) - 0.64% | PRYSMIAN SPA (n/a) - 1.60% |
| #19 | GE AEROSPACE (GE) - 0.57% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.50% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.57% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.40% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.54% | F5 INC (FFIV) - 1.36% |
| #22 | MORGAN STANLEY (MS) - 0.51% | CISCO SYSTEMS INC (CSCO) - 1.35% |
| #23 | DEVON ENERGY CORP (DVN) - 0.51% | ANALOG DEVICES INC (ADI) - 1.34% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.50% | NXP SEMICONDUCTORS NV (NXPI) - 1.30% |
| #25 | n/a (DELL) - 0.48% | EQUINIX INC (EQIX) - 1.29% |
| Total Holdings | 303 | 110 |
CSM vs NXTG - Historical Returns
Returns include dividend reinvestment.
1M
CSM
+2.08%
Winner
NXTG
+9.45%
3M
CSM
+8.27%
Winner
NXTG
+32.27%
6M
CSM
+7.49%
Winner
NXTG
+41.04%
1Y
CSM
+27.02%
Winner
NXTG
+66.30%
5Y(CAGR)
CSM
+12.99%
Winner
NXTG
+17.07%
10Y(CAGR)
CSM
+14.15%
Winner
NXTG
+16.75%
Max(CAGR)
Winner
CSM
+14.84%
NXTG
+12.69%
CSM vs NXTG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CSM | NXTG |
|---|---|---|
| 2026 | +6.60% | +39.59% |
| 2025 | +22.04% | +28.94% |
| 2024 | +22.42% | +14.55% |
| 2023 | +24.05% | +27.68% |
| 2022 | -18.61% | -25.21% |
| 2021 | +34.52% | +21.75% |
| 2020 | +10.20% | +26.42% |
| 2019 | +28.94% | +29.30% |
| 2018 | -8.62% | -17.25% |
| 2017 | +21.46% | +29.08% |
| 2016 | +15.46% | +17.99% |
| 2015 | -0.48% | -3.79% |
| 2014 | +17.21% | +16.97% |
| 2013 | +32.52% | +31.10% |
| 2012 | +14.81% | +4.91% |
| 2011 | -0.83% | -20.85% |
| 2010 | +12.54% | N/A |
| 2009 | +25.40% | N/A |
CSM vs NXTG Drawdown Comparison
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for NXTG was -33.62%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current CSM drawdown is -2.83%. The current NXTG drawdown is -9.19%.
| Rank | CSM | NXTG |
|---|---|---|
| #1 | -36.11% Feb 19, 2020 - Sep 1, 2020 | -33.62% Jan 3, 2022 - Mar 6, 2024 |
| #2 | -23.81% Dec 29, 2021 - Dec 19, 2023 | -30.46% Feb 18, 2011 - Jul 16, 2013 |
| #3 | -21.13% Sep 21, 2018 - Jul 3, 2019 | -29.87% Feb 12, 2020 - Jul 20, 2020 |
| #4 | -19.99% Apr 29, 2011 - Feb 28, 2012 | -23.64% Jan 17, 2018 - Dec 16, 2019 |
| #5 | -18.30% Feb 19, 2025 - Jun 24, 2025 | -23.50% Apr 23, 2015 - Sep 22, 2016 |
| #6 | -15.53% Apr 15, 2010 - Nov 4, 2010 | -17.75% Feb 20, 2025 - May 15, 2025 |
| #7 | -13.68% May 21, 2015 - Apr 18, 2016 | -13.41% Sep 3, 2014 - Dec 5, 2014 |
| #8 | -10.06% Apr 2, 2012 - Aug 7, 2012 | -10.27% Feb 27, 2026 - Apr 9, 2026 |
| #9 | -9.78% Sep 2, 2020 - Nov 24, 2020 | -9.24% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -9.71% Jan 26, 2018 - Aug 20, 2018 | -9.19% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -9.40% Jan 6, 2026 - Apr 15, 2026 | -9.01% Mar 7, 2024 - Jun 5, 2024 |
| #12 | -8.83% Jul 16, 2024 - Sep 19, 2024 | -8.91% Oct 28, 2025 - Jan 6, 2026 |
| #13 | -7.61% Oct 17, 2012 - Jan 4, 2013 | -8.50% Feb 12, 2021 - Apr 15, 2021 |
| #14 | -7.42% Jan 14, 2010 - Mar 5, 2010 | -6.79% Apr 26, 2021 - Jun 4, 2021 |
| #15 | -7.28% Sep 18, 2014 - Oct 31, 2014 | -6.73% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between CSM and NXTG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
CSM vs NXTG dividend yield comparison.
| Year | CSM | NXTG |
|---|---|---|
| 2026 | 0.25% | 0.15% |
| 2025 | 1.04% | 1.56% |
| 2024 | 1.06% | 1.51% |
| 2023 | 1.17% | 2.15% |
| 2022 | 1.37% | 2.04% |
| 2021 | 0.78% | 1.97% |
| 2020 | 1.21% | 1.04% |
| 2019 | 1.41% | 0.77% |
| 2018 | 1.55% | 1.27% |
| 2017 | 1.28% | 1.65% |
| 2016 | 1.50% | 1.23% |
| 2015 | 1.67% | 1.11% |
| 2014 | 1.39% | 1.07% |
| 2013 | 1.22% | 0.86% |
| 2012 | 0.61% | 1.24% |
| 2011 | 1.01% | 0.87% |
| 2010 | 0.34% | 0.00% |
| 2009 | 0.43% | 0.00% |
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