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CSM vs SPY

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CSM, delivering a return of +13.3% compared to +13.0%

CSM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CSM
$499M
Winner
SPY
$735B
Expense Ratio
CSM
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
CSM
36.11%
SPY
56.47%
Sharpe Ratio
Winner
CSM
1.69
SPY
1.62
5Y Beta
Winner
CSM
0.98
SPY
1.00
P/E Ratio
Winner
CSM
23.98
SPY
28.99
Forward P/E
Winner
CSM
18.26
SPY
22.37
PEG Ratio
CSM
0.20
SPY
N/A
5Y Dividends CAGR
Winner
CSM
10.96%
SPY
5.43%
5Y EPS CAGR
CSM
22.52%
Winner
SPY
26.05%
Debt to Equity
CSM
32.86%
Winner
SPY
32.40%
P/S Ratio
Winner
CSM
2.18
SPY
3.74
P/B Ratio
Winner
CSM
3.90
SPY
5.61

CSM vs SPY - Holdings Comparison

CSM and SPY have 299 common holdings. Overlap is 54.28%

CSM's top 25 holdings weight is 44.63%. SPY's top 25 holdings weight is 52.37%.

RankCSMSPY
#1
NVIDIA CORP (NVDA) - 5.42%
NVIDIA CORP (NVDA) - 8.10%
#2
PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.83%
APPLE INC (AAPL) - 7.02%
#3
UBS 130/30 LONG BASKET SWAP (n/a) - 4.72%
MICROSOFT CORP (MSFT) - 4.79%
#4
APPLE INC (AAPL) - 4.65%
AMAZON.COM INC (AMZN) - 4.02%
#5
MICROSOFT CORP (MSFT) - 3.20%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AMAZON.COM INC (AMZN) - 2.57%
BROADCOM INC (AVGO) - 3.10%
#7
ALPHABET INC CLASS A (GOOGL) - 2.20%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BROADCOM INC (AVGO) - 2.00%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CTE PROSHARES TRUST M (n/a) - 1.70%
TESLA INC (TSLA) - 1.89%
#10
ALPHABET INC CLASS C (GOOG) - 1.69%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
META PLATFORMS INC CLASS A (META) - 1.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MICRON TECHNOLOGY INC (MU) - 1.38%
ELI LILLY AND CO (LLY) - 1.31%
#13
ADVANCED MICRO DEVICES INC (AMD) - 1.08%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ELI LILLY AND CO (LLY) - 1.06%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
TESLA INC (TSLA) - 1.04%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.72%
INTEL CORP (INTC) - 0.90%
#17
JPMORGAN CHASE & CO (JPM) - 0.65%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NETFLIX INC (NFLX) - 0.64%
VISA INC CLASS A (V) - 0.85%
#19
GE AEROSPACE (GE) - 0.57%
WALMART INC (WMT) - 0.81%
#20
PROCTER & GAMBLE CO (PG) - 0.57%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
THE GOLDMAN SACHS GROUP INC (GS) - 0.54%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MORGAN STANLEY (MS) - 0.51%
CATERPILLAR INC (CAT) - 0.66%
#23
DEVON ENERGY CORP (DVN) - 0.51%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WESTERN DIGITAL CORP (WDC) - 0.50%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
n/a (DELL) - 0.48%
ABBVIE INC (ABBV) - 0.58%
Total Holdings303505

CSM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSM
+2.08%
SPY
+1.90%
3M
CSM
+8.27%
Winner
SPY
+8.55%
6M
CSM
+7.49%
Winner
SPY
+8.18%
1Y
Winner
CSM
+27.02%
SPY
+25.79%
5Y(CAGR)
CSM
+12.99%
Winner
SPY
+13.32%
10Y(CAGR)
CSM
+14.15%
Winner
SPY
+15.19%
Max(CAGR)
Winner
CSM
+14.84%
SPY
+8.47%

CSM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSMSPY
2026+6.60%+8.26%
2025+22.04%+18.00%
2024+22.42%+25.59%
2023+24.05%+26.72%
2022-18.61%-18.64%
2021+34.52%+30.52%
2020+10.20%+17.28%
2019+28.94%+31.09%
2018-8.62%-5.24%
2017+21.46%+20.78%
2016+15.46%+13.59%
2015-0.48%+1.31%
2014+17.21%+14.56%
2013+32.52%+29.00%
2012+14.81%+14.17%
2011-0.83%+0.85%
2010+12.54%+13.14%
2009+25.40%+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CSM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CSM drawdown is -2.83%. The current SPY drawdown is -2.90%.

RankCSMSPY
#1-36.11%
Feb 19, 2020 - Sep 1, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.81%
Dec 29, 2021 - Dec 19, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.13%
Sep 21, 2018 - Jul 3, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.99%
Apr 29, 2011 - Feb 28, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.30%
Feb 19, 2025 - Jun 24, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.53%
Apr 15, 2010 - Nov 4, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.68%
May 21, 2015 - Apr 18, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.06%
Apr 2, 2012 - Aug 7, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.78%
Sep 2, 2020 - Nov 24, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.71%
Jan 26, 2018 - Aug 20, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.40%
Jan 6, 2026 - Apr 15, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.83%
Jul 16, 2024 - Sep 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.61%
Oct 17, 2012 - Jan 4, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.42%
Jan 14, 2010 - Mar 5, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.28%
Sep 18, 2014 - Oct 31, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CSM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

CSM vs SPY dividend yield comparison.

YearCSMSPY
20260.25%0.24%
20251.04%1.07%
20241.06%1.21%
20231.17%1.40%
20221.37%1.65%
20210.78%1.20%
20201.21%1.52%
20191.41%1.75%
20181.55%2.04%
20171.28%1.80%
20161.50%2.03%
20151.67%2.06%
20141.39%1.87%
20131.22%1.81%
20120.61%2.18%
20111.01%2.05%
20100.34%1.80%
20090.43%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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