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CSM vs EMPB

ProShares Large Cap Core Plus vs Efficient Market Portfolio Plus ETF

CSM

ProShares Large Cap Core Plus

ProShares

Annual cost

0.45%

Fund size

$499M

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

Key differences

  • CSM costs 1.76% less per year.
  • CSM is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • CSM follows a long short strategy; EMPB uses active selection.
  • CSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMEMPB
Annual cost (TER)0.45%2.21%
Fund size (AUM)$499M$18M
Since20092024
Dividend yield1.05%0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1Y+29.2%+21.5%
CAGR 3Y+23.1%N/A
CAGR 5Y+13.4%N/A
Sharpe 3Y1.20N/A
Volatility 1Y12.11%11.41%
Max drawdown-36.11%-7.55%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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