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CSM vs IJH

ProShares Large Cap Core Plus vs iShares Core S&P Mid-Cap ETF

CSM

ProShares Large Cap Core Plus

ProShares

Annual cost

0.45%

Fund size

$499M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.40% less per year.
  • IJH is significantly larger than CSM — larger funds tend to be more liquid and less likely to close.
  • CSM is classified as alternative, while IJH is equity — different risk/return profiles.
  • CSM follows a long short strategy; IJH uses index tracking.
  • Over the last 3 years, CSM has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMIJH
Annual cost (TER)0.45%0.05%
Fund size (AUM)$499M$115.7B
Since20092000
Dividend yield1.05%1.22%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+29.2%+24.7%
CAGR 3Y+23.1%+16.0%
CAGR 5Y+13.4%+7.8%
Sharpe 3Y1.200.72
Volatility 1Y12.11%15.66%
Max drawdown-36.11%-42.18%

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

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