VVR vs CSM

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

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

VVR vs CSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

VVR

$517M

CSM

$516M

Expense Ratio

VVR

N/A

CSM

0.45%

Max Drawdown

VVR

79.46%

Winner

CSM

36.11%

Sharpe Ratio

VVR

-0.72

Winner

CSM

1.24

5Y Beta

Winner

VVR

0.41

CSM

0.97

P/E Ratio

VVR

N/A

CSM

22.45

Forward P/E

VVR

N/A

CSM

17.60

PEG Ratio

VVR

N/A

CSM

1.31

5Y Dividends CAGR

VVR

12.78%

Winner

CSM

13.85%

5Y EPS CAGR

VVR

N/A

CSM

23.03%

Debt to Equity

VVR

N/A

CSM

212.00%

P/S Ratio

VVR

N/A

CSM

2.21

P/B Ratio

VVR

N/A

CSM

3.79

VVR vs CSM - Historical Returns

Returns include dividend reinvestment.

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

VVR

+0.31%

Winner

CSM

+3.98%

VVR

+0.58%

Winner

CSM

+2.90%

VVR

-0.26%

Winner

CSM

+11.70%

VVR

-7.32%

Winner

CSM

+20.81%

5Y(CAGR)

VVR

+4.29%

Winner

CSM

+12.50%

10Y(CAGR)

VVR

+5.40%

Winner

CSM

+15.04%

Max(CAGR)

VVR

+4.01%

Winner

CSM

+16.69%

VVR vs CSM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

VVR vs CSM Drawdown Comparison

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

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

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

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

Correlation

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

0.95

-101

Dividend Comparison (1999 - 2026)

VVR vs CSM dividend yield comparison.

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