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