CSM - ETF AI Analysis
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ProShares Large Cap Core Plus (CSM)
CSM’s rating reflects a solid core of large, high-quality tech and growth companies, led by major positions in Apple, Microsoft, and Alphabet, which benefit from strong financial performance, leadership in cloud and AI, and generally supportive technical trends. Holdings like Nvidia, Amazon, and Meta also add long-term growth potential through AI, data centers, and digital advertising, but their high valuations, mixed technical signals, and cash flow or regulatory concerns introduce more volatility. The main risk factor is the fund’s heavy tilt toward large-cap technology and AI-related names, which can make performance more sensitive to swings in that sector and changes in growth expectations.
CSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 513.37M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 1.00
- Issuer
- ProShares
- Inception Date
- Jul 14, 2009
- Dividend Yield
- 1.04%
- Asset Class
- Equity
- Index Tracked
- Credit Suisse 130/30 Large Cap Index
CSM Summary
ProShares Large Cap Core Plus (CSM) is an ETF that follows the Credit Suisse 130/30 Large Cap Index, focusing mainly on big, well-established U.S. companies. It holds many familiar names like Apple and Nvidia, with a strong tilt toward technology, but also includes financial, health care, and industrial stocks. Investors might consider CSM if they want broad exposure to large U.S. companies with a strategy that aims for growth by trying to beat standard large-cap indexes. A key risk is that it can go up or down with the stock market, and its heavy tech exposure can make it more volatile.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because it uses an actively managed, quantitative “core plus” strategy rather than simple passive indexing.
What would affect this ETF?
This ETF is heavily tied to large U.S. technology and growth companies like Nvidia, Apple, and Microsoft, so it could benefit if innovation, corporate earnings, and investor demand for tech and other large-cap stocks stay strong. On the other hand, higher interest rates, a slowdown in the U.S. economy, tighter regulations on big tech, or setbacks in its quantitative strategy and use of derivatives could hurt performance.
CSM Top 10 Holdings
CSM is essentially riding the Big Tech wave, with Nvidia and Apple doing much of the heavy lifting as their momentum in AI and devices keeps the fund’s tech sleeve rising. Microsoft has been a steady anchor, strong over the past quarter even if it’s cooled a bit lately. On the flip side, Amazon and both Alphabet share classes have been more mixed, occasionally dragging on returns as they work through short-term market jitters. Overall, this is a U.S.-centric, large-cap fund with a clear tilt toward mega-cap technology leadership.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 5.31% | $27.58M | $5.25T | 13.81% | 76Outperform |
 AAPL | Apple | 5.00% | $25.95M | $5.07T | 29.12% | 79Outperform |
 MSFT | Microsoft | 3.87% | $20.10M | $3.95T | -0.04% | 79Outperform |
 AMZN | Amazon | 2.71% | $14.09M | $2.73T | 11.51% | 71Outperform |
 GOOGL | Alphabet Class A | 1.70% | $8.85M | $3.90T | 19.06% | 85Outperform |
 AVGO | Broadcom | 1.63% | $8.47M | $1.63T | -5.45% | 76Outperform |
 MU | Micron | 1.34% | $6.98M | $1.05T | 321.97% | 79Outperform |
 GOOG | Alphabet Class C | 1.31% | $6.82M | $3.90T | 17.37% | 82Outperform |
 META | Meta Platforms | 1.19% | $6.20M | $1.59T | -17.40% | 76Outperform |
CSM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSM, the sentiment is Positive. The current price of 87.45 is below the 20-day moving average (MA) of 87.55, below the 50-day MA of 87.73, and above the 200-day MA of 83.26, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 49.64 is Neutral, neither overbought nor oversold. The STOCH value of 30.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSM.
CSM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CSM | $87.45 | $95.00(8.64% Upside) | $513.37M | 0.45% | 67Neutral |
 CVLC | $94.96 | $116.23(22.39% Upside) | $994.63M | 0.15% | 73Outperform |
 INFO | $28.33 | $33.75(19.13% Upside) | $952.57M | 0.35% | 74Outperform |
 AFLG | $45.00 | $53.12(18.04% Upside) | $900.04M | 0.55% | 74Outperform |
 XVV | $58.88 | $71.16(20.86% Upside) | $894.25M | 0.08% | 74Outperform |
 PTL | $273.14 | $338.66(23.99% Upside) | $870.48M | 0.09% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CSM | ProShares Large Cap Core Plus | 87.45 | 9.66 | 12.41% | |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 94.96 | 11.43 | 13.68% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 28.33 | 3.78 | 15.40% | |
| AFLG | First Trust Active Factor Large Cap ETF | 45.00 | 5.97 | 15.28% | |
| XVV | iShares ESG Screened S&P 500 ETF | 58.88 | 6.31 | 12.01% | |
| PTL | Inspire 500 ETF | 273.14 | 21.93 | 8.73% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.