CSM vs. BRK-B
Compare and contrast key facts about Proshares Large Cap Core Plus (CSM) and Berkshire Hathaway Inc. (BRK-B).
CSM is a passively managed fund by ProShares that tracks the performance of the Credit Suisse 130/30 Large-Cap Index. It was launched on Jul 13, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSM or BRK-B.
Correlation
The correlation between CSM and BRK-B is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CSM vs. BRK-B - Performance Comparison
Key characteristics
CSM:
1.97
BRK-B:
1.98
CSM:
2.66
BRK-B:
2.78
CSM:
1.36
BRK-B:
1.36
CSM:
2.87
BRK-B:
3.78
CSM:
11.49
BRK-B:
9.14
CSM:
2.20%
BRK-B:
3.14%
CSM:
12.82%
BRK-B:
14.51%
CSM:
-36.12%
BRK-B:
-53.86%
CSM:
-1.69%
BRK-B:
-5.06%
Returns By Period
In the year-to-date period, CSM achieves a 24.86% return, which is significantly lower than BRK-B's 28.60% return. Both investments have delivered pretty close results over the past 10 years, with CSM having a 11.76% annualized return and BRK-B not far behind at 11.75%.
CSM
24.86%
0.26%
10.05%
25.29%
13.24%
11.76%
BRK-B
28.60%
-3.76%
11.60%
28.67%
15.20%
11.75%
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Risk-Adjusted Performance
CSM vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Proshares Large Cap Core Plus (CSM) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CSM vs. BRK-B - Dividend Comparison
CSM's dividend yield for the trailing twelve months is around 1.04%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | 1.04% | 1.17% | 1.37% | 0.78% | 1.21% | 1.41% | 1.54% | 1.28% | 1.49% | 1.67% | 1.39% | 1.22% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSM vs. BRK-B - Drawdown Comparison
The maximum CSM drawdown since its inception was -36.12%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CSM and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CSM vs. BRK-B - Volatility Comparison
The current volatility for Proshares Large Cap Core Plus (CSM) is 3.47%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.74%. This indicates that CSM experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.