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RPHS vs CSM

Regents Park Hedged Market Strategy ETF vs ProShares Large Cap Core Plus

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

CSM

ProShares Large Cap Core Plus

Annual cost

0.45%

Fund size

$524M

Key differences

Both RPHS and CSM are alternative ETFs. RPHS charges 0.75% a year and CSM 0.45%. The main difference: CSM costs 0.30% less per year.

  • CSM costs 0.30% less per year.
  • CSM is much larger than RPHS. Larger funds are usually more liquid and less likely to close.
  • Over the last three 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

RPHSCSM
Annual cost (TER)0.75%0.45%
Fund size (AUM)$56M$524M
Since20222009
Dividend yield2.76%1.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+15.5%+23.0%
CAGR 3Y+14.2%+20.7%
CAGR 5YN/A+12.8%
Sharpe 3Y0.921.07
Volatility 1Y10.71%12.19%
Max drawdown-15.77%-36.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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