|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||Credit Suisse 130/30 Large Cap Index||Dow Jones U.S. Large Cap Total Stock Market Index|
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
Top 10 Holdings (20.09% of Total Assets)
CSM prosNone that we could think of.
The following are CSM weaknesses from our perspective:
- CSM net assets are $396.20 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 CDC
- CSM vs CFO
- CSM vs CFA
- CSM vs DUSA
- CSM vs CAPE
- CSM vs DJD
- CSM vs DEUS
- CSM vs DFND
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.
SCHX performance & returns
Top 10 Holdings (28.65% of Total Assets)
|Alphabet Inc Class A||GOOGL||1.99%|
|Alphabet Inc Class C||GOOG||1.73%|
|Meta Platforms Inc Class A||META||1.61%|
|Berkshire Hathaway Inc Class B||BRK.B||1.58%|
|Exxon Mobil Corp||XOM||1.11%|
The following are SCHX strengths from our perspective:
- SCHX 3-year return is 10.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SCHX 5-year return is 9.74%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SCHX 10-year return is 11.59%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
The following are SCHX weaknesses from our perspective:
- SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SCHX comparisons
You may also want to check out the following SCHX comparisons that investors often look for on Finny
- SCHX vs VOO
- SCHX vs SCHB
- SCHX vs SCHD
- SCHX vs SCHG
- SCHX vs IVV
- SCHX vs SWPPX
- SCHX vs VTI
- SCHX vs SPY
- SCHX vs DIA
- SCHX vs DLN
- SCHX vs CDC
- SCHX vs CFO
- SCHX vs CFA
- SCHX vs CSM
- SCHX vs DUSA
- SCHX vs CAPE
- SCHX vs DJD
- SCHX vs DEUS