Both CSM and FMK are ETFs. CSM has a higher 5-year return than FMK (15.55% vs 10.92%). CSM has a higher expense ratio than FMK (0.46% vs 0.06%). Below is the comparison between CSM and FMK.
| CSM | FMK | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 75 | N/A |
| Category | N/A | Large Blend |
| Family | ProShares | First Trust |
| Net Assets | $434.20M | $2.42B |
| Expense Ratio | 0.46% | 0.06% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.59% | 1.36% |
| Underlying Index | Credit Suisse 130/30 Large Cap Index | NASDAQ AlphaDEX Mega Cap Index |
| YTD Return | 13.93% | 11.29% |
| 1-Year Return | 48.45% | 14.43% |
| 3-Year Return | 14.61% | 9.72% |
| 5-Year Return | 15.55% | 10.92% |
| 10-Year Return | 13.45% | 0.00% |
CSM
CSM description
ProShares Trust - ProShares Large Cap Core Plus is an exchange traded fund launched and managed by ProShare Advisors LLC. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. It employs long/short strategy and uses derivatives such as swaps to create its portfolio. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Credit Suisse 130/30 Large Cap Index, by using synthetic replication technique. ProShares Trust - ProShares Large Cap Core Plus was formed on July 13, 2009 and is domiciled in the United States.
CSM performance & returns
| YTD Return | 13.93% |
| 1-Month Return | 3.93% |
| 3-Month Return | 8.88% |
| 1-Year Return | 48.45% |
| 3-Year Return | 14.61% |
| 5-Year Return | 15.55% |
| 10-Year Return | 13.45% |
CSM holdings
Top 10 Holdings (13.02% of Total Assets)
CSM pros
The following are CSM strengths from our perspective:
- CSM 3-year return is 14.61%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- CSM 5-year return is 15.55%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- CSM 10-year return is 13.45%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
CSM cons
The following are CSM weaknesses from our perspective:
- CSM net assets are $434.20 million. This fund is not a popular choice with retail investors.
Other relevant CSM comparisons
You may also want to check out the following CSM comparisons that investors often look for on Finny
- CSM vs DIA
- CSM vs DLN
- CSM vs FMK
- CSM vs CDC
- CSM vs CFO
- CSM vs CFA
- CSM vs DJD
- CSM vs CAPE
- CSM vs DTN
- CSM vs DEUS
FMK
FMK description
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 15.55% |
| 3-Month Return | 6.09% |
| 1-Year Return | 14.43% |
| 3-Year Return | 9.72% |
| 5-Year Return | 10.92% |
| 10-Year Return | 0.00% |
FMK holdings
Top 10 Holdings (33.71% of Total Assets)
FMK pros
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK cons
None that we could think of.Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
- FMK vs DEUS