FIGB vs CSM

Comparison between FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).

5-Year PerformanceCSM has outperformed FIGB, delivering a return of +12.1% compared to -0.3%

FIGB vs CSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIGB(ETF)	CSM(ETF)
Net Assets	$507M	$510M
Expense Ratio	0.36%	0.45%
Max Drawdown	21.47%	36.11%
Sharpe Ratio	-0.32	1.21
5Y Beta	0.01	0.98
P/E Ratio	N/A	24.83
Forward P/E	N/A	17.98
PEG Ratio	N/A	0.12
5Y Dividends CAGR	53.49%	13.85%
5Y EPS CAGR	N/A	23.00%
Debt to Equity	N/A	13.76%
P/S Ratio	N/A	2.23
P/B Ratio	N/A	3.85

Net Assets

FIGB

$507M

Winner

CSM

$510M

Expense Ratio

Winner

FIGB

0.36%

CSM

0.45%

Max Drawdown

Winner

FIGB

21.47%

CSM

36.11%

Sharpe Ratio

FIGB

-0.32

Winner

CSM

1.21

5Y Beta

Winner

FIGB

0.01

CSM

0.98

P/E Ratio

FIGB

N/A

CSM

24.83

Forward P/E

FIGB

N/A

CSM

17.98

PEG Ratio

FIGB

N/A

CSM

0.12

5Y Dividends CAGR

Winner

FIGB

53.49%

CSM

13.85%

5Y EPS CAGR

FIGB

N/A

CSM

23.00%

Debt to Equity

FIGB

N/A

CSM

13.76%

P/S Ratio

FIGB

N/A

CSM

2.23

P/B Ratio

FIGB

N/A

CSM

3.85

FIGB vs CSM - Historical Returns

Returns include dividend reinvestment.

Period	FIGB	CSM
1 month	-0.99%	+0.77%
3 months	-1.22%	+4.60%
6 months	-0.85%	+6.86%
1 year	+2.59%	+19.02%
5 years(CAGR)	-0.25%	+12.10%
10 years(CAGR)	N/A	+13.70%
Max(CAGR)	+0.21%	+14.72%

FIGB

-0.99%

Winner

CSM

+0.77%

FIGB

-1.22%

Winner

CSM

+4.60%

FIGB

-0.85%

Winner

CSM

+6.86%

FIGB

+2.59%

Winner

CSM

+19.02%

5Y(CAGR)

FIGB

-0.25%

Winner

CSM

+12.10%

10Y(CAGR)

FIGB

N/A

CSM

+13.70%

Max(CAGR)

FIGB

+0.21%

Winner

CSM

+14.72%

FIGB vs CSM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FIGB	CSM
2026	-0.67%	+6.71%
2025	+7.05%	+22.04%
2024	+1.63%	+22.42%
2023	+6.17%	+24.05%
2022	-12.86%	-18.61%
2021	+1.77%	+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%

FIGB vs CSM Drawdown Comparison

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

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

The current FIGB drawdown is -2.55%. The current CSM drawdown is -2.73%.

Rank	FIGB	CSM
#1	-18.08% Sep 14, 2021 - Feb 12, 2026	-36.11% Feb 19, 2020 - Sep 1, 2020
#2	-2.93% Feb 27, 2026 - May 19, 2026	-23.81% Dec 29, 2021 - Dec 19, 2023
#3	-1.04% Aug 2, 2021 - Sep 14, 2021	-21.13% Sep 21, 2018 - Jul 3, 2019
#4	-0.98% Mar 4, 2021 - Apr 13, 2021	-19.99% Apr 29, 2011 - Feb 28, 2012
#5	-0.97% May 7, 2021 - Jun 4, 2021	-18.30% Feb 19, 2025 - Jun 24, 2025
#6	-0.52% Jul 8, 2021 - Jul 19, 2021	-15.53% Apr 15, 2010 - Nov 4, 2010
#7	-0.50% Apr 21, 2021 - May 7, 2021	-13.68% May 21, 2015 - Apr 18, 2016
#8	-0.48% Jun 18, 2021 - Jun 30, 2021	-10.06% Apr 2, 2012 - Aug 7, 2012
#9	-0.43% Jun 10, 2021 - Jun 18, 2021	-9.78% Sep 2, 2020 - Nov 24, 2020
#10	-0.42% Jul 19, 2021 - Aug 2, 2021	-9.71% Jan 26, 2018 - Aug 20, 2018
#11	-0.23% Apr 16, 2021 - Apr 20, 2021	-9.40% Jan 6, 2026 - Apr 15, 2026
#12	-0.21% Feb 17, 2026 - Feb 23, 2026	-8.83% Jul 16, 2024 - Sep 19, 2024
#13	-0.18% Jun 30, 2021 - Jul 2, 2021	-7.61% Oct 17, 2012 - Jan 4, 2013
#14	-0.05% Feb 24, 2026 - Feb 26, 2026	-7.42% Jan 14, 2010 - Mar 5, 2010
#15	-0.01% Jun 4, 2021 - Jun 8, 2021	-7.28% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIGB and CSM is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2009 - 2026)

FIGB vs CSM dividend yield comparison.

Year	FIGB	CSM
2026	1.99%	0.52%
2025	4.15%	1.04%
2024	4.28%	1.06%
2023	3.79%	1.17%
2022	2.44%	1.37%
2021	1.10%	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%