CSM vs. IDUB
Compare and contrast key facts about Proshares Large Cap Core Plus (CSM) and Aptus International Enhanced Yield ETF (IDUB).
CSM and IDUB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IDUB is an actively managed fund by Aptus. It was launched on Jul 22, 2021.
Performance
CSM vs. IDUB - Performance Comparison
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CSM vs. IDUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | -5.83% | 21.84% | 22.09% | 23.50% | -18.27% | 10.26% |
IDUB Aptus International Enhanced Yield ETF | 2.69% | 27.53% | 6.12% | 9.07% | -19.79% | -1.25% |
Returns By Period
In the year-to-date period, CSM achieves a -5.83% return, which is significantly lower than IDUB's 2.69% 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%
IDUB
- 1D
- 3.44%
- 1M
- -7.91%
- YTD
- 2.69%
- 6M
- 7.43%
- 1Y
- 25.47%
- 3Y*
- 13.36%
- 5Y*
- —
- 10Y*
- —
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CSM vs. IDUB - Expense Ratio Comparison
Both CSM and IDUB have an expense ratio of 0.45%.
Return for Risk
CSM vs. IDUB — Risk / Return Rank
CSM
IDUB
CSM vs. IDUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Proshares Large Cap Core Plus (CSM) and Aptus International Enhanced Yield ETF (IDUB). 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 | IDUB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.51 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.10 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.16 | -0.67 |
Martin ratioReturn relative to average drawdown | 6.81 | 8.34 | -1.53 |
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 | IDUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.51 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.28 | +0.53 |
Correlation
The correlation between CSM and IDUB 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.
Dividends
CSM vs. IDUB - Dividend Comparison
CSM's dividend yield for the trailing twelve months is around 1.16%, less than IDUB's 5.63% 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% |
IDUB Aptus International Enhanced Yield ETF | 5.63% | 4.90% | 5.64% | 3.71% | 2.62% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSM vs. IDUB - Drawdown Comparison
The maximum CSM drawdown since its inception was -36.11%, which is greater than IDUB's maximum drawdown of -29.20%. Use the drawdown chart below to compare losses from any high point for CSM and IDUB.
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Drawdown Indicators
| CSM | IDUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.11% | -29.20% | -6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -11.46% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.11% | — | — |
Current DrawdownCurrent decline from peak | -7.17% | -8.42% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -11.52% | +7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.96% | -0.14% |
Volatility
CSM vs. IDUB - Volatility Comparison
The current volatility for Proshares Large Cap Core Plus (CSM) is 4.79%, while Aptus International Enhanced Yield ETF (IDUB) has a volatility of 8.04%. This indicates that CSM experiences smaller price fluctuations and is considered to be less risky than IDUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSM | IDUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 8.04% | -3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 11.46% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.97% | 16.97% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 14.45% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 14.45% | +3.92% |