EIPX vs CSM
Comparison between FT ENERGY INCOME PARTNERS STRATEGY ETF (EIPX, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).
EIPX vs CSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EIPX
$524M
Winner
CSM
$524M
Expense Ratio
EIPX
0.95%
Winner
CSM
0.45%
Max Drawdown
Winner
EIPX
16.08%
CSM
36.11%
Sharpe Ratio
Winner
EIPX
2.01
CSM
1.63
5Y Beta
Winner
EIPX
0.49
CSM
0.98
P/E Ratio
Winner
EIPX
18.65
CSM
24.01
Forward P/E
Winner
EIPX
13.75
CSM
17.92
PEG Ratio
Winner
EIPX
0.14
CSM
0.20
5Y Dividends CAGR
EIPX
N/A
CSM
10.96%
5Y EPS CAGR
EIPX
14.95%
Winner
CSM
24.10%
Debt to Equity
EIPX
N/A
CSM
14.94%
P/S Ratio
Winner
EIPX
1.21
CSM
2.31
P/B Ratio
Winner
EIPX
2.39
CSM
3.88
EIPX vs CSM - Holdings Comparison
EIPX and CSM have 18 common holdings. Overlap is 0.85%
EIPX's top 25 holdings weight is 59.44%. CSM's top 25 holdings weight is 44.14%.
| Rank | EIPX | CSM |
|---|---|---|
| #1 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 7.11% | NVIDIA CORP (NVDA) - 5.56% |
| #2 | ENERGY TRANSFER LP (ET) - 6.43% | UBS 130/30 LONG BASKET SWAP (n/a) - 5.05% |
| #3 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 5.48% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.78% |
| #4 | MPLX LP PARTNERSHIP UNITS (MPLX) - 3.81% | APPLE INC (AAPL) - 4.70% |
| #5 | NATIONAL FUEL GAS CO (NFG) - 3.25% | MICROSOFT CORP (MSFT) - 3.36% |
| #6 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.70% | AMAZON.COM INC (AMZN) - 2.45% |
| #7 | KINDER MORGAN INC CLASS P (KMI) - 2.54% | BROADCOM INC (AVGO) - 2.25% |
| #8 | ONEOK INC (OKE) - 2.44% | ALPHABET INC CLASS A (GOOGL) - 2.02% |
| #9 | n/a (SHEL) - 1.86% | CTE PROSHARES TRUST M (n/a) - 1.71% |
| #10 | EXXON MOBIL CORP (XOM) - 1.84% | MICRON TECHNOLOGY INC (MU) - 1.61% |
| #11 | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 1.77% | ALPHABET INC CLASS C (GOOG) - 1.56% |
| #12 | SOUTHERN CO (SO) - 1.66% | META PLATFORMS INC CLASS A (META) - 1.35% |
| #13 | SEMPRA (SRE) - 1.56% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #14 | PHILLIPS 66 (PSX) - 1.55% | ELI LILLY AND CO (LLY) - 1.04% |
| #15 | TECHNIPFMC PLC (n/a) - 1.52% | TESLA INC (TSLA) - 1.00% |
| #16 | RANGE RESOURCES CORP (RRC) - 1.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% |
| #17 | DUKE ENERGY CORP (DUK) - 1.50% | n/a (DELL) - 0.68% |
| #18 | BAKER HUGHES CO CLASS A (BKR) - 1.46% | JPMORGAN CHASE & CO (JPM) - 0.63% |
| #19 | SUNOCO LP (SUN) - 1.42% | NETFLIX INC (NFLX) - 0.60% |
| #20 | VISTRA CORP (VST) - 1.40% | GENERAL DYNAMICS CORP (GD) - 0.33% |
| #21 | HALLIBURTON CO (HAL) - 1.39% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.33% |
| #22 | TXO PARTNERS LP (TXO) - 1.35% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.33% |
| #23 | CACTUS INC CLASS A (WHD) - 1.32% | METLIFE INC (MET) - 0.33% |
| #24 | EOG RESOURCES INC (EOG) - 1.29% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.33% |
| #25 | SLB LTD (SLB) - 1.29% | NORTHROP GRUMMAN CORP (NOC) - 0.33% |
| Total Holdings | 94 | 263 |
EIPX vs CSM - Historical Returns
Returns include dividend reinvestment.
1M
EIPX
-0.47%
Winner
CSM
+0.66%
3M
EIPX
+2.64%
Winner
CSM
+11.28%
6M
Winner
EIPX
+21.24%
CSM
+7.89%
1Y
Winner
EIPX
+27.63%
CSM
+25.29%
5Y(CAGR)
EIPX
N/A
CSM
+12.98%
10Y(CAGR)
EIPX
N/A
CSM
+14.36%
Max(CAGR)
Winner
EIPX
+17.80%
CSM
+14.84%
EIPX vs CSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EIPX | CSM |
|---|---|---|
| 2026 | +20.47% | +6.89% |
| 2025 | +10.31% | +22.04% |
| 2024 | +18.50% | +22.42% |
| 2023 | +12.80% | +24.05% |
| 2022 | +0.56% | -18.61% |
| 2021 | N/A | +34.52% |
| 2020 | N/A | +10.20% |
| 2019 | N/A | +28.94% |
| 2018 | N/A | -8.62% |
| 2017 | N/A | +21.46% |
| 2016 | N/A | +15.46% |
| 2015 | N/A | -0.48% |
| 2014 | N/A | +17.21% |
| 2013 | N/A | +32.52% |
| 2012 | N/A | +14.81% |
| 2011 | N/A | -0.83% |
| 2010 | N/A | +12.54% |
| 2009 | N/A | +25.40% |
EIPX vs CSM Drawdown Comparison
The maximum drawdown for EIPX was -15.43%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current EIPX drawdown is -2.46%. The current CSM drawdown is -2.56%.
| Rank | EIPX | CSM |
|---|---|---|
| #1 | -15.43% Jan 21, 2025 - Aug 28, 2025 | -36.11% Feb 19, 2020 - Sep 1, 2020 |
| #2 | -9.83% Feb 14, 2023 - Jul 13, 2023 | -23.81% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -9.63% Nov 29, 2024 - Jan 17, 2025 | -21.13% Sep 21, 2018 - Jul 3, 2019 |
| #4 | -6.70% Sep 14, 2023 - Jan 3, 2024 | -19.99% Apr 29, 2011 - Feb 28, 2012 |
| #5 | -6.42% Nov 30, 2022 - Feb 10, 2023 | -18.30% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -5.07% May 20, 2024 - Jul 12, 2024 | -15.53% Apr 15, 2010 - Nov 4, 2010 |
| #7 | -4.94% Jul 31, 2024 - Aug 16, 2024 | -13.68% May 21, 2015 - Apr 18, 2016 |
| #8 | -4.45% Jan 3, 2024 - Feb 21, 2024 | -10.06% Apr 2, 2012 - Aug 7, 2012 |
| #9 | -4.27% Oct 7, 2024 - Nov 6, 2024 | -9.78% Sep 2, 2020 - Nov 24, 2020 |
| #10 | -4.12% Apr 30, 2026 - Jun 1, 2026 | -9.71% Jan 26, 2018 - Aug 20, 2018 |
| #11 | -3.99% Sep 26, 2025 - Nov 7, 2025 | -9.40% Jan 6, 2026 - Apr 15, 2026 |
| #12 | -3.93% Aug 26, 2024 - Sep 23, 2024 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -3.79% Mar 27, 2026 - Apr 30, 2026 | -7.61% Oct 17, 2012 - Jan 4, 2013 |
| #14 | -3.58% Apr 8, 2024 - Apr 29, 2024 | -7.42% Jan 14, 2010 - Mar 5, 2010 |
| #15 | -3.46% Dec 4, 2025 - Jan 13, 2026 | -7.28% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EIPX and CSM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
EIPX vs CSM dividend yield comparison.
| Year | EIPX | CSM |
|---|---|---|
| 2026 | 0.64% | 0.25% |
| 2025 | 3.23% | 1.04% |
| 2024 | 3.27% | 1.06% |
| 2023 | 3.48% | 1.17% |
| 2022 | 0.34% | 1.37% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.41% |
| 2018 | 0.00% | 1.55% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.50% |
| 2015 | 0.00% | 1.67% |
| 2014 | 0.00% | 1.39% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 0.61% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 0.34% |
| 2009 | 0.00% | 0.43% |
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