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CSM vs CGCP
ProShares Large Cap Core Plus vs Capital Group Core Plus Income ETF
Key differences
- CGCP costs 0.11% less per year.
- CGCP is significantly larger than CSM — larger funds tend to be more liquid and less likely to close.
- CSM is classified as alternative, while CGCP is fixed income — different risk/return profiles.
- CSM covers north america markets; CGCP covers global.
- CSM follows a long short strategy; CGCP uses active selection.
- Over the last 3 years, CSM has delivered higher annualized returns.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSM | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.34% |
| Fund size (AUM) | $499M | $7.6B |
| Since | 2009 | 2022 |
| Dividend yield | 1.05% | 5.14% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | long short | active selection |
| CAGR 1Y | +29.2% | +6.6% |
| CAGR 3Y | +23.1% | +5.1% |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 1.20 | 0.29 |
| Volatility 1Y | 12.11% | 3.74% |
| Max drawdown | -36.11% | -15.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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