VBND vs CSM

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

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

VBND vs CSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

VBND

$510M

CSM

$510M

Expense Ratio

Winner

VBND

0.41%

CSM

0.45%

Max Drawdown

Winner

VBND

21.99%

CSM

36.11%

Sharpe Ratio

VBND

0.02

Winner

CSM

1.37

5Y Beta

Winner

VBND

0.04

CSM

0.98

P/E Ratio

VBND

N/A

CSM

24.84

Forward P/E

VBND

N/A

CSM

17.86

PEG Ratio

VBND

N/A

CSM

0.14

5Y Dividends CAGR

Winner

VBND

20.36%

CSM

13.85%

5Y EPS CAGR

VBND

N/A

CSM

23.05%

Debt to Equity

VBND

N/A

CSM

13.74%

P/S Ratio

VBND

N/A

CSM

2.21

P/B Ratio

VBND

N/A

CSM

3.80

VBND vs CSM - Historical Returns

Returns include dividend reinvestment.

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

VBND

-0.46%

Winner

CSM

+1.30%

VBND

-0.49%

Winner

CSM

+6.57%

VBND

+0.13%

Winner

CSM

+9.65%

VBND

+3.68%

Winner

CSM

+22.26%

5Y(CAGR)

VBND

+0.04%

Winner

CSM

+12.75%

10Y(CAGR)

VBND

+1.34%

Winner

CSM

+13.97%

Max(CAGR)

VBND

+1.60%

Winner

CSM

+14.84%

VBND vs CSM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

VBND vs CSM Drawdown Comparison

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

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

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

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

Correlation

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

0.70

-101

Dividend Comparison (2009 - 2026)

VBND vs CSM dividend yield comparison.

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