Both CSM and SPY are ETFs. CSM has a lower 5-year return than SPY (8.32% vs 10.67%). CSM has a higher expense ratio than SPY (0.45% vs 0.09%). Below is the comparison between CSM and SPY.
| CSM | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 83 |
| Category | Large Blend | Large Blend |
| Family | ProShares | State Street Global Advisors |
| Net Assets | $418.00M | N/A |
| Expense Ratio | 0.45% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.31% | 1.55% |
| Underlying Index | Credit Suisse 130/30 Large Cap Index | S&P 500 |
| YTD Return | 6.03% | 8.84% |
| 1-Year Return | 0.44% | 6.13% |
| 3-Year Return | 13.11% | 13.70% |
| 5-Year Return | 8.32% | 10.67% |
| 10-Year Return | 10.90% | 11.69% |
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 | 6.03% |
| 1-Month Return | 1.19% |
| 3-Month Return | 0.18% |
| 1-Year Return | 0.44% |
| 3-Year Return | 13.11% |
| 5-Year Return | 8.32% |
| 10-Year Return | 10.90% |
CSM holdings
Top 10 Holdings (13.89% of Total Assets)
CSM pros
The following are CSM strengths from our perspective:
- CSM 3-year return is 13.57%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
CSM cons
The following are CSM weaknesses from our perspective:
- CSM net assets are $418.00 million. This fund is not a popular choice with retail investors.
- CSM 5-year return is 8.54%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- CSM 10-year return is 10.87%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
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 DUSA
- CSM vs DJD
- CSM vs CAPE
- CSM vs DTN
SPY
SPY description
SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
SPY performance & returns
| YTD Return | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
SPY cons
The following are SPY weaknesses from our perspective:
- SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SPY comparisons
You may also want to check out the following SPY comparisons that investors often look for on Finny
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs VTI
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE