CSM vs. VOO
Compare and contrast key facts about Proshares Large Cap Core Plus (CSM) and Vanguard S&P 500 ETF (VOO).
CSM and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both CSM and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSM or VOO.
Correlation
The correlation between CSM and VOO is 0.96, 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. VOO - Performance Comparison
Key characteristics
CSM:
1.63
VOO:
1.88
CSM:
2.24
VOO:
2.53
CSM:
1.30
VOO:
1.35
CSM:
2.39
VOO:
2.81
CSM:
9.03
VOO:
11.78
CSM:
2.33%
VOO:
2.02%
CSM:
12.96%
VOO:
12.67%
CSM:
-36.12%
VOO:
-33.99%
CSM:
0.00%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with CSM having a 4.52% return and VOO slightly higher at 4.61%. Over the past 10 years, CSM has underperformed VOO with an annualized return of 11.90%, while VOO has yielded a comparatively higher 13.30% annualized return.
CSM
4.52%
2.21%
9.57%
22.09%
13.19%
11.90%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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CSM vs. VOO - Expense Ratio Comparison
CSM has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CSM vs. VOO — Risk-Adjusted Performance Rank
CSM
VOO
CSM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Proshares Large Cap Core Plus (CSM) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
CSM's dividend yield for the trailing twelve months is around 1.02%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSM Proshares Large Cap Core Plus | 1.02% | 1.06% | 1.17% | 1.37% | 0.78% | 1.21% | 1.41% | 1.54% | 1.28% | 1.49% | 1.67% | 1.39% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CSM vs. VOO - Drawdown Comparison
The maximum CSM drawdown since its inception was -36.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CSM and VOO. For additional features, visit the drawdowns tool.
Volatility
CSM vs. VOO - Volatility Comparison
Proshares Large Cap Core Plus (CSM) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.00% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.