IDUB vs. CSM
Compare and contrast key facts about Aptus International Enhanced Yield ETF (IDUB) and Proshares Large Cap Core Plus (CSM).
IDUB and CSM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDUB is an actively managed fund by Aptus. It was launched on Jul 22, 2021. 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.
Performance
IDUB vs. CSM - Performance Comparison
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IDUB vs. CSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDUB Aptus International Enhanced Yield ETF | 2.69% | 27.53% | 6.12% | 9.07% | -19.79% | -1.25% |
CSM Proshares Large Cap Core Plus | -5.83% | 21.84% | 22.09% | 23.50% | -18.27% | 10.26% |
Returns By Period
In the year-to-date period, IDUB achieves a 2.69% return, which is significantly higher than CSM's -5.83% return.
IDUB
- 1D
- 3.44%
- 1M
- -7.91%
- YTD
- 2.69%
- 6M
- 7.43%
- 1Y
- 25.47%
- 3Y*
- 13.36%
- 5Y*
- —
- 10Y*
- —
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%
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IDUB vs. CSM - Expense Ratio Comparison
Both IDUB and CSM have an expense ratio of 0.45%.
Return for Risk
IDUB vs. CSM — Risk / Return Rank
IDUB
CSM
IDUB vs. CSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus International Enhanced Yield ETF (IDUB) and Proshares Large Cap Core Plus (CSM). 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.
| IDUB | CSM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.99 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.53 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.49 | +0.67 |
Martin ratioReturn relative to average drawdown | 8.34 | 6.81 | +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
| IDUB | CSM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.99 | +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 | 0.28 | 0.81 | -0.53 |
Correlation
The correlation between IDUB and CSM 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
IDUB vs. CSM - Dividend Comparison
IDUB's dividend yield for the trailing twelve months is around 5.63%, more than CSM's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
IDUB vs. CSM - Drawdown Comparison
The maximum IDUB drawdown since its inception was -29.20%, smaller than the maximum CSM drawdown of -36.11%. Use the drawdown chart below to compare losses from any high point for IDUB and CSM.
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Drawdown Indicators
| IDUB | CSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.20% | -36.11% | +6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.46% | -12.92% | +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 | -8.42% | -7.17% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -4.07% | -7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.82% | +0.14% |
Volatility
IDUB vs. CSM - Volatility Comparison
Aptus International Enhanced Yield ETF (IDUB) has a higher volatility of 8.04% compared to Proshares Large Cap Core Plus (CSM) at 4.79%. This indicates that IDUB's price experiences larger fluctuations and is considered to be riskier than CSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUB | CSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 4.79% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 9.49% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 18.97% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 17.12% | -2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.45% | 18.37% | -3.92% |