Screener
CSM vs PEPS
ProShares Large Cap Core Plus vs Parametric Equity Plus ETF
Key differences
- PEPS costs 0.35% less per year.
- CSM is significantly larger than PEPS — larger funds tend to be more liquid and less likely to close.
- CSM follows a long short strategy; PEPS uses option income.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSM | PEPS | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.10% |
| Fund size (AUM) | $499M | $26M |
| Since | 2009 | 2024 |
| Dividend yield | 1.05% | 0.94% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +29.2% | +32.6% |
| CAGR 3Y | +23.1% | N/A |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 12.11% | 13.22% |
| Max drawdown | -36.11% | -9.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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