CSM vs VVR

Comparison between PROSHARES LARGE CAP CORE PLUS (CSM, ETF) and Invesco Senior Income Trust (VVR, ETF).

5-Year PerformanceCSM has outperformed VVR, delivering a return of +12.5% compared to +4.3%

CSM vs VVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSM(ETF)	VVR(ETF)
Net Assets	$516M	$517M
Expense Ratio	0.45%	N/A
Max Drawdown	36.11%	79.46%
Sharpe Ratio	1.24	-0.72
5Y Beta	0.97	0.41
P/E Ratio	22.45	N/A
Forward P/E	17.60	N/A
PEG Ratio	1.31	N/A
5Y Dividends CAGR	13.85%	12.78%
5Y EPS CAGR	23.03%	N/A
Debt to Equity	212.00%	N/A
P/S Ratio	2.21	N/A
P/B Ratio	3.79	N/A

Net Assets

CSM

$516M

Winner

VVR

$517M

Expense Ratio

CSM

0.45%

VVR

N/A

Max Drawdown

Winner

CSM

36.11%

VVR

79.46%

Sharpe Ratio

Winner

CSM

1.24

VVR

-0.72

5Y Beta

CSM

0.97

Winner

VVR

0.41

P/E Ratio

CSM

22.45

VVR

N/A

Forward P/E

CSM

17.60

VVR

N/A

PEG Ratio

CSM

1.31

VVR

N/A

5Y Dividends CAGR

Winner

CSM

13.85%

VVR

12.78%

5Y EPS CAGR

CSM

23.03%

VVR

N/A

Debt to Equity

CSM

212.00%

VVR

N/A

P/S Ratio

CSM

2.21

VVR

N/A

P/B Ratio

CSM

3.79

VVR

N/A

CSM vs VVR - Historical Returns

Returns include dividend reinvestment.

Period	CSM	VVR
1 month	+3.98%	+0.31%
3 months	+2.90%	+0.58%
6 months	+11.70%	-0.26%
1 year	+20.81%	-7.32%
5 years(CAGR)	+12.50%	+4.29%
10 years(CAGR)	+15.04%	+5.40%
Max(CAGR)	+16.69%	+4.01%

Winner

CSM

+3.98%

VVR

+0.31%

Winner

CSM

+2.90%

VVR

+0.58%

Winner

CSM

+11.70%

VVR

-0.26%

Winner

CSM

+20.81%

VVR

-7.32%

5Y(CAGR)

Winner

CSM

+12.50%

VVR

+4.29%

10Y(CAGR)

Winner

CSM

+15.04%

VVR

+5.40%

Max(CAGR)

Winner

CSM

+16.69%

VVR

+4.01%

CSM vs VVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSM	VVR
2026	+11.21%	-1.37%
2025	+22.04%	-6.86%
2024	+22.42%	+8.01%
2023	+24.05%	+20.83%
2022	-18.61%	-1.32%
2021	+35.69%	+17.85%
2020	+11.83%	-0.61%
2019	+30.90%	+14.90%
2018	-7.32%	-6.85%
2017	+23.14%	-0.24%
2016	+17.28%	+24.32%
2015	+1.96%	-4.52%
2014	+22.43%	-2.92%
2013	+37.92%	+3.58%
2012	+16.94%	+27.58%
2011	+2.18%	-3.18%
2010	+13.83%	+15.92%
2009	+27.08%	+67.32%
2008	N/A	-58.92%
2007	N/A	-13.25%
2006	N/A	+22.63%
2005	N/A	-1.38%
2004	N/A	+1.63%
2003	N/A	+33.74%
2002	N/A	+1.60%
2001	N/A	+5.87%
2000	N/A	+3.10%
1999	N/A	-10.09%

CSM vs VVR Drawdown Comparison

The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

The current CSM drawdown is -1.90%. The current VVR drawdown is -14.06%.

Rank	CSM	VVR
#1	-36.11% Feb 19, 2020 - Aug 26, 2020	-73.76% Jun 19, 2007 - Mar 8, 2013
#2	-23.81% Dec 29, 2021 - Dec 19, 2023	-55.89% Feb 19, 2020 - Jan 14, 2021
#3	-20.97% Oct 1, 2018 - Apr 30, 2019	-23.07% May 10, 2013 - Dec 9, 2016
#4	-18.80% Apr 29, 2011 - Feb 9, 2012	-19.49% Feb 28, 2025 - Apr 7, 2025
#5	-18.30% Feb 19, 2025 - Jun 24, 2025	-18.97% Sep 21, 2000 - Apr 2, 2003
#6	-14.89% Apr 15, 2010 - Nov 4, 2010	-14.53% Jan 18, 2022 - Feb 15, 2023
#7	-12.73% May 21, 2015 - Mar 22, 2016	-12.46% May 10, 2017 - Feb 28, 2019
#8	-10.06% Apr 2, 2012 - Aug 7, 2012	-12.22% Mar 6, 2023 - Aug 11, 2023
#9	-9.71% Jan 26, 2018 - Aug 7, 2018	-12.03% Nov 16, 1999 - Jul 27, 2000
#10	-9.52% Sep 2, 2020 - Nov 16, 2020	-10.75% Sep 12, 2024 - Feb 18, 2025
#11	-9.40% Jan 6, 2026 - Apr 15, 2026	-10.69% Mar 8, 2005 - May 26, 2006
#12	-8.83% Jul 16, 2024 - Sep 19, 2024	-9.01% Apr 7, 2004 - Feb 4, 2005
#13	-7.61% Oct 17, 2012 - Jan 2, 2013	-7.29% Oct 10, 2023 - Dec 1, 2023
#14	-7.42% Jan 14, 2010 - Mar 5, 2010	-6.35% May 21, 2024 - Jul 12, 2024
#15	-6.91% Apr 30, 2019 - Jul 1, 2019	-5.36% Jun 29, 2021 - Sep 15, 2021

Correlation

Correlation between CSM and VVR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

CSM vs VVR dividend yield comparison.

Year	CSM	VVR
2026	0.50%	9.12%
2025	1.04%	13.94%
2024	1.06%	13.06%
2023	1.17%	11.54%
2022	1.37%	11.46%
2021	1.56%	7.22%
2020	2.42%	6.71%
2019	2.82%	6.22%
2018	3.09%	6.68%
2017	2.57%	5.95%
2016	2.99%	6.41%
2015	4.11%	7.97%
2014	5.57%	7.11%
2013	4.87%	7.26%
2012	2.43%	6.25%
2011	4.05%	6.73%
2010	1.37%	6.52%
2009	1.74%	7.46%
2008	0.00%	21.18%
2007	0.00%	10.55%
2006	0.00%	7.89%
2005	0.00%	6.89%
2004	0.00%	5.07%
2003	0.00%	4.42%
2002	0.00%	6.88%
2001	0.00%	9.57%
2000	0.00%	11.27%
1999	0.00%	1.76%