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 moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSM vs. BRK-B - Performance Comparison
Key characteristics
CSM:
1.49
BRK-B:
1.18
CSM:
2.06
BRK-B:
1.75
CSM:
1.27
BRK-B:
1.22
CSM:
2.21
BRK-B:
2.10
CSM:
8.35
BRK-B:
4.94
CSM:
2.33%
BRK-B:
3.56%
CSM:
13.09%
BRK-B:
14.94%
CSM:
-36.12%
BRK-B:
-53.86%
CSM:
-2.13%
BRK-B:
-1.04%
Returns By Period
In the year-to-date period, CSM achieves a 2.30% return, which is significantly lower than BRK-B's 5.62% return. Over the past 10 years, CSM has underperformed BRK-B with an annualized return of 11.64%, while BRK-B has yielded a comparatively higher 12.42% annualized return.
CSM
2.30%
-1.39%
6.70%
17.09%
12.68%
11.64%
BRK-B
5.62%
3.96%
5.59%
15.31%
15.90%
12.42%
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Risk-Adjusted Performance
CSM vs. BRK-B — Risk-Adjusted Performance Rank
CSM
BRK-B
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 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | 1.04% | 1.06% | 1.17% | 1.37% | 0.78% | 1.21% | 1.41% | 1.54% | 1.28% | 1.49% | 1.67% | 1.39% |
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 3.45%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.27%. 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.