CSM vs. FBGRX
Compare and contrast key facts about Proshares Large Cap Core Plus (CSM) and Fidelity Blue Chip Growth Fund (FBGRX).
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. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
CSM vs. FBGRX - Performance Comparison
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CSM vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | -5.83% | 21.84% | 22.09% | 23.50% | -18.27% | 33.13% | 10.94% | 29.26% | -7.88% | 22.52% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, CSM achieves a -5.83% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, CSM has underperformed FBGRX with an annualized return of 12.84%, while FBGRX has yielded a comparatively higher 18.55% annualized return.
CSM
- 1D
- 2.46%
- 1M
- -4.91%
- YTD
- -5.83%
- 6M
- -1.69%
- 1Y
- 18.78%
- 3Y*
- 17.57%
- 5Y*
- 11.42%
- 10Y*
- 12.84%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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CSM vs. FBGRX - Expense Ratio Comparison
CSM has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
CSM vs. FBGRX — Risk / Return Rank
CSM
FBGRX
CSM vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Proshares Large Cap Core Plus (CSM) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| CSM | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.91 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.43 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.36 | +0.13 |
Martin ratioReturn relative to average drawdown | 6.81 | 5.44 | +1.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSM | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.91 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.45 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.64 | +0.17 |
Correlation
The correlation between CSM and FBGRX is 0.88, 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.
Dividends
CSM vs. FBGRX - Dividend Comparison
CSM's dividend yield for the trailing twelve months is around 1.16%, less than FBGRX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | 1.16% | 1.04% | 1.06% | 1.17% | 1.37% | 0.78% | 1.21% | 1.41% | 1.54% | 1.28% | 1.49% | 1.67% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
CSM vs. FBGRX - Drawdown Comparison
The maximum CSM drawdown since its inception was -36.11%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for CSM and FBGRX.
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Drawdown Indicators
| CSM | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.11% | -58.64% | +22.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -13.89% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -43.08% | +19.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.11% | -43.08% | +6.97% |
Current DrawdownCurrent decline from peak | -7.17% | -12.65% | +5.48% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -12.58% | +8.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.47% | -0.65% |
Volatility
CSM vs. FBGRX - Volatility Comparison
The current volatility for Proshares Large Cap Core Plus (CSM) is 4.79%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.13%. This indicates that CSM experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSM | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.13% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 13.36% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.97% | 24.63% | -5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 24.86% | -7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 23.59% | -5.22% |