CSM vs VBND

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

5-Year PerformanceCSM has outperformed VBND, delivering a return of +12.7% compared to +0.0%

CSM vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSM(ETF)	VBND(ETF)
Net Assets	$510M	$510M
Expense Ratio	0.45%	0.41%
Max Drawdown	36.11%	21.99%
Sharpe Ratio	1.37	0.02
5Y Beta	0.98	0.04
P/E Ratio	24.84	N/A
Forward P/E	17.86	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	13.85%	20.36%
5Y EPS CAGR	23.05%	N/A
Debt to Equity	13.74%	N/A
P/S Ratio	2.21	N/A
P/B Ratio	3.80	N/A

Net Assets

CSM

$510M

VBND

$510M

Expense Ratio

CSM

0.45%

Winner

VBND

0.41%

Max Drawdown

CSM

36.11%

Winner

VBND

21.99%

Sharpe Ratio

Winner

CSM

1.37

VBND

0.02

5Y Beta

CSM

0.98

Winner

VBND

0.04

P/E Ratio

CSM

24.84

VBND

N/A

Forward P/E

CSM

17.86

VBND

N/A

PEG Ratio

CSM

0.14

VBND

N/A

5Y Dividends CAGR

CSM

13.85%

Winner

VBND

20.36%

5Y EPS CAGR

CSM

23.05%

VBND

N/A

Debt to Equity

CSM

13.74%

VBND

N/A

P/S Ratio

CSM

2.21

VBND

N/A

P/B Ratio

CSM

3.80

VBND

N/A

CSM vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	CSM	VBND
1 month	+1.30%	-0.46%
3 months	+6.57%	-0.49%
6 months	+9.65%	+0.13%
1 year	+22.26%	+3.68%
5 years(CAGR)	+12.75%	+0.04%
10 years(CAGR)	+13.97%	+1.34%
Max(CAGR)	+14.84%	+1.60%

Winner

CSM

+1.30%

VBND

-0.46%

Winner

CSM

+6.57%

VBND

-0.49%

Winner

CSM

+9.65%

VBND

+0.13%

Winner

CSM

+22.26%

VBND

+3.68%

5Y(CAGR)

Winner

CSM

+12.75%

VBND

+0.04%

10Y(CAGR)

Winner

CSM

+13.97%

VBND

+1.34%

Max(CAGR)

Winner

CSM

+14.84%

VBND

+1.60%

CSM vs VBND - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CSM	VBND
2026	+8.57%	+0.34%
2025	+22.04%	+6.80%
2024	+22.42%	+1.82%
2023	+24.05%	+7.33%
2022	-18.61%	-13.63%
2021	+34.52%	-0.46%
2020	+10.20%	+5.06%
2019	+28.94%	+9.45%
2018	-8.62%	-0.79%
2017	+21.46%	+2.75%
2016	+15.46%	+2.13%
2015	-0.48%	-0.26%
2014	+17.21%	-0.37%
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 VBND Drawdown Comparison

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

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current CSM drawdown is -1.03%. The current VBND drawdown is -1.33%.

Rank	CSM	VBND
#1	-36.11% Feb 19, 2020 - Sep 1, 2020	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-23.81% Dec 29, 2021 - Dec 19, 2023	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-21.13% Sep 21, 2018 - Jul 3, 2019	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-19.99% Apr 29, 2011 - Feb 28, 2012	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-18.30% Feb 19, 2025 - Jun 24, 2025	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-15.53% Apr 15, 2010 - Nov 4, 2010	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-13.68% May 21, 2015 - Apr 18, 2016	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-10.06% Apr 2, 2012 - Aug 7, 2012	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-9.78% Sep 2, 2020 - Nov 24, 2020	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-9.71% Jan 26, 2018 - Aug 20, 2018	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-9.40% Jan 6, 2026 - Apr 15, 2026	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-8.83% Jul 16, 2024 - Sep 19, 2024	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-7.61% Oct 17, 2012 - Jan 4, 2013	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-7.42% Jan 14, 2010 - Mar 5, 2010	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-7.28% Sep 18, 2014 - Oct 31, 2014	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between CSM and VBND is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2009 - 2026)

CSM vs VBND dividend yield comparison.

Year	CSM	VBND
2026	0.51%	2.42%
2025	1.04%	4.22%
2024	1.06%	4.41%
2023	1.17%	3.88%
2022	1.37%	2.55%
2021	0.78%	1.56%
2020	1.21%	1.98%
2019	1.41%	3.14%
2018	1.55%	2.82%
2017	1.28%	2.00%
2016	1.50%	3.12%
2015	1.67%	1.49%
2014	1.39%	0.11%
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%