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      CSM vs. USMF ETF Comparison

      Comparison of ProShares Large Cap Core Plus (CSM) to WisdomTree U.S. Multifactor Fund (USMF)
      CSM

      ProShares Large Cap Core Plus

      CSM Description

      The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $65.10

      Average Daily Volume

      9,950

      Number of Holdings *

      305

      * may have additional holdings in another (foreign) market
      USMF

      WisdomTree U.S. Multifactor Fund

      USMF Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $48.53

      Average Daily Volume

      23,364

      Number of Holdings *

      197

      * may have additional holdings in another (foreign) market
      Performance
      Period CSM USMF
      30 Days 3.03% 2.18%
      60 Days 4.09% 4.60%
      90 Days 5.04% 6.66%
      12 Months 31.14% 25.77%
      92 Overlapping Holdings
      Symbol Grade Weight in CSM Weight in USMF Overlap
      ABBV C 0.42% 0.51% 0.42%
      AIZ B 0.31% 0.36% 0.31%
      AKAM D 0.12% 1.18% 0.12%
      ALL B 0.38% 0.35% 0.35%
      APA F 0.1% 0.22% 0.1%
      BMY C 0.45% 0.43% 0.43%
      BRK.A C 0.99% 0.43% 0.43%
      CAG C 0.12% 0.36% 0.12%
      CAH C 0.36% 0.44% 0.36%
      CBOE C 0.33% 0.45% 0.33%
      CI C 0.46% 0.3% 0.3%
      CMCSA D 0.22% 0.94% 0.22%
      CMG C 0.05% 0.55% 0.05%
      CNC D 0.34% 0.32% 0.32%
      CSCO C 0.23% 1.37% 0.23%
      CTSH C 0.35% 1.42% 0.35%
      DIS D 0.1% 0.64% 0.1%
      DVN F 0.3% 0.28% 0.28%
      EA D 0.19% 1.06% 0.19%
      EIX C 0.29% 0.37% 0.29%
      EPAM F 0.04% 0.64% 0.04%
      ETR B 0.34% 0.41% 0.34%
      FANG D 0.28% 0.34% 0.28%
      FFIV B 0.32% 1.5% 0.32%
      FOXA B 0.23% 1.1% 0.23%
      FSLR C 0.13% 0.42% 0.13%
      FTNT C 0.28% 0.79% 0.28%
      GILD B 0.45% 0.48% 0.45%
      GL C 0.22% 0.17% 0.17%
      GM C 0.36% 0.51% 0.36%
      HAL F 0.23% 0.26% 0.23%
      HCA B 0.18% 0.41% 0.18%
      HIG B 0.36% 0.48% 0.36%
      HII D 0.3% 0.33% 0.3%
      HOLX B 0.1% 0.46% 0.1%
      HPQ D 0.31% 0.83% 0.31%
      HST C 0.32% 0.65% 0.32%
      IBM B 0.17% 1.62% 0.17%
      INCY C 0.31% 0.37% 0.31%
      IPG C 0.13% 0.74% 0.13%
      JBL D 0.07% 0.57% 0.07%
      JNJ C 0.46% 0.53% 0.46%
      JPM D 0.66% 0.38% 0.38%
      KHC C 0.13% 0.35% 0.13%
      KMB D 0.36% 0.41% 0.36%
      KR C 0.35% 0.36% 0.35%
      L C 0.31% 0.43% 0.31%
      LDOS B 0.34% 0.44% 0.34%
      LLY C 1.16% 0.28% 0.28%
      LMT C 0.48% 0.51% 0.48%
      MET B 0.24% 0.34% 0.24%
      MMC C 0.04% 0.41% 0.04%
      MOH D 0.21% 0.35% 0.21%
      MRK D 0.75% 0.38% 0.38%
      MSI B 0.22% 1.62% 0.22%
      MTB B 0.29% 0.25% 0.25%
      NRG C 0.34% 0.26% 0.26%
      OMC B 0.24% 0.93% 0.24%
      PCAR D 0.31% 0.3% 0.3%
      PCG C 0.29% 0.36% 0.29%
      PG C 0.45% 0.39% 0.39%
      PGR B 0.06% 0.35% 0.06%
      PRU C 0.29% 0.33% 0.29%
      QCOM D 0.15% 0.61% 0.15%
      RL C 0.3% 0.43% 0.3%
      ROP C 0.12% 1.41% 0.12%
      RSG D 0.35% 0.43% 0.35%
      STLD F 0.12% 0.23% 0.12%
      SYF C 0.32% 0.27% 0.27%
      SYK C 0.18% 0.39% 0.18%
      SYY D 0.14% 0.38% 0.14%
      T C 0.21% 1.1% 0.21%
      TAP D 0.31% 0.32% 0.31%
      TDY B 0.32% 1.18% 0.32%
      TGT C 0.35% 0.2% 0.2%
      TJX B 0.52% 0.86% 0.52%
      TMUS C 0.46% 1.22% 0.46%
      TRV C 0.15% 0.42% 0.15%
      TXT D 0.28% 0.3% 0.28%
      UHS B 0.28% 0.41% 0.28%
      VLO F 0.08% 0.29% 0.08%
      VRSN D 0.27% 1.46% 0.27%
      VRTX D 0.05% 0.33% 0.05%
      VTRS D 0.29% 0.33% 0.29%
      VZ B 0.06% 0.88% 0.06%
      WAB B 0.24% 0.34% 0.24%
      WFC D 0.12% 0.29% 0.12%
      WM D 0.04% 0.42% 0.04%
      WMT C 0.22% 0.42% 0.22%
      WRB C 0.09% 0.4% 0.09%
      XEL B 0.36% 0.35% 0.35%
      XOM C 0.54% 0.4% 0.4%
      CSM Overweight 213 Positions Relative to USMF
      Symbol Grade Weight
      MSFT C 4.77%
      AAPL C 4.76%
      NVDA D 4.75%
      AMZN C 2.52%
      META B 1.58%
      AVGO C 1.37%
      GOOGL D 1.19%
      V C 1.03%
      GOOG D 0.96%
      TSLA C 0.75%
      TMO B 0.68%
      CRM D 0.6%
      INTU C 0.59%
      UNH C 0.58%
      GE B 0.57%
      BKNG C 0.5%
      MU F 0.44%
      TT B 0.44%
      NFLX B 0.42%
      PSA B 0.42%
      UBER C 0.42%
      NOC B 0.41%
      CME C 0.41%
      PLD C 0.4%
      MA B 0.39%
      ETN C 0.39%
      BDX D 0.39%
      BX B 0.38%
      RCL B 0.38%
      LEN B 0.38%
      APH D 0.38%
      ACGL C 0.38%
      CCL C 0.37%
      PEP C 0.37%
      NCLH C 0.37%
      VTR C 0.36%
      AME C 0.36%
      HWM B 0.36%
      TRGP B 0.36%
      CDNS D 0.36%
      GRMN D 0.36%
      EMR D 0.36%
      PHM B 0.36%
      AVB B 0.36%
      SNPS D 0.35%
      BK B 0.35%
      EQR B 0.35%
      IDXX C 0.34%
      TEL D 0.34%
      UAL C 0.34%
      COST B 0.34%
      CBRE A 0.33%
      BKR C 0.33%
      OTIS C 0.33%
      BRO C 0.33%
      CNP C 0.33%
      MTD D 0.33%
      BAX C 0.33%
      AAL D 0.32%
      STX C 0.32%
      EMN B 0.32%
      SWK B 0.32%
      WY C 0.32%
      ANET B 0.32%
      TFX C 0.32%
      INVH C 0.32%
      RJF C 0.32%
      TROW D 0.32%
      A C 0.32%
      LYV B 0.32%
      SLB F 0.31%
      PNR B 0.31%
      FDX C 0.31%
      MAA B 0.31%
      TSN C 0.31%
      QRVO F 0.31%
      CLX C 0.31%
      IR C 0.31%
      SNA C 0.31%
      NI B 0.31%
      PH B 0.31%
      CPT B 0.31%
      WYNN D 0.3%
      XYL C 0.3%
      CVS D 0.3%
      BBY C 0.3%
      HD B 0.3%
      IQV C 0.3%
      CE F 0.29%
      EG C 0.29%
      EL F 0.29%
      DHI B 0.29%
      SWKS D 0.28%
      ADBE F 0.28%
      BG D 0.28%
      MDT C 0.28%
      STE C 0.28%
      MAR C 0.28%
      AES C 0.28%
      PAYC D 0.27%
      BAC D 0.27%
      EQIX C 0.27%
      ROL C 0.27%
      IEX D 0.27%
      WDC D 0.27%
      LULU D 0.27%
      NTRS A 0.26%
      ATO B 0.26%
      WELL C 0.26%
      APTV D 0.26%
      HBAN B 0.25%
      UDR C 0.25%
      CSX D 0.25%
      PPG D 0.25%
      AMAT D 0.24%
      BEN F 0.24%
      GEHC C 0.23%
      RMD C 0.23%
      COF B 0.22%
      INTC F 0.22%
      PYPL B 0.22%
      LNT B 0.21%
      ACN C 0.2%
      SJM C 0.2%
      AMD D 0.19%
      TPR C 0.19%
      MGM F 0.19%
      PANW D 0.19%
      EBAY B 0.19%
      ABNB D 0.19%
      PARA F 0.18%
      BIIB F 0.18%
      EXC C 0.18%
      ZTS C 0.18%
      BLDR C 0.17%
      NOW B 0.17%
      CFG C 0.17%
      CRWD D 0.16%
      WMB B 0.16%
      DAY D 0.16%
      IVZ B 0.16%
      GPC D 0.16%
      OKE B 0.16%
      DFS B 0.15%
      KO C 0.15%
      MSCI C 0.15%
      BWA D 0.15%
      LYB D 0.15%
      CVX D 0.15%
      WBA F 0.15%
      ADSK C 0.15%
      F F 0.15%
      APD B 0.14%
      WTW C 0.14%
      PNW C 0.14%
      FITB B 0.14%
      SPG B 0.14%
      PFE C 0.14%
      KDP B 0.14%
      CRL F 0.13%
      DTE C 0.13%
      BR D 0.13%
      JKHY B 0.13%
      PODD B 0.13%
      ON D 0.13%
      URI B 0.12%
      ALLE B 0.12%
      NWSA D 0.12%
      FCX D 0.12%
      CPB C 0.11%
      LKQ F 0.11%
      PFG B 0.11%
      FE C 0.11%
      CTVA B 0.1%
      KMI B 0.1%
      CAT B 0.1%
      MTCH C 0.09%
      NUE F 0.09%
      ISRG B 0.09%
      LIN B 0.09%
      LVS D 0.09%
      AOS D 0.07%
      FIS B 0.07%
      ORCL C 0.07%
      FTV C 0.07%
      SMCI F 0.07%
      MKTX C 0.07%
      PAYX C 0.07%
      DLR B 0.07%
      CHD D 0.06%
      ABT C 0.06%
      MNST D 0.06%
      MKC C 0.06%
      DXCM F 0.06%
      HRL C 0.06%
      ROST C 0.05%
      MAS B 0.05%
      WST D 0.04%
      DHR B 0.04%
      PTC D 0.04%
      PM C 0.04%
      MCD B 0.04%
      LW D 0.04%
      TRMB C 0.04%
      J C 0.04%
      ARE C 0.04%
      CSGP D 0.04%
      FAST C 0.04%
      FDS C 0.04%
      AMGN B 0.04%
      PKG B 0.04%
      LOW B 0.04%
      RF B 0.04%
      CSM Underweight 105 Positions Relative to USMF
      Symbol Grade Weight
      GDDY C -1.23%
      SNX D -1.13%
      NSIT D -1.12%
      JNPR B -0.98%
      WDAY D -0.95%
      VNT F -0.93%
      NYT C -0.91%
      DBX D -0.87%
      CRUS D -0.84%
      MUSA D -0.83%
      WPC C -0.81%
      NTAP D -0.79%
      DRI B -0.77%
      HRB C -0.77%
      DOCU C -0.72%
      CIEN C -0.7%
      RHP C -0.69%
      ARMK B -0.65%
      HPE D -0.65%
      TXRH C -0.62%
      APP C -0.61%
      GNTX F -0.58%
      DTM B -0.5%
      APPF D -0.5%
      ULTA D -0.48%
      REGN C -0.46%
      INGR B -0.45%
      EHC C -0.45%
      UTHR C -0.45%
      ATR B -0.44%
      CL D -0.44%
      CACI B -0.44%
      DPZ F -0.44%
      AFL C -0.44%
      DGX B -0.44%
      BSX B -0.43%
      ECL B -0.43%
      EXPE C -0.42%
      CNA C -0.41%
      MO C -0.41%
      CW B -0.4%
      PSN B -0.4%
      RGA C -0.39%
      AEP C -0.39%
      ORI B -0.39%
      OGE C -0.39%
      CINF B -0.39%
      PPC D -0.38%
      EXEL C -0.38%
      POST C -0.38%
      AMP A -0.37%
      GIS B -0.37%
      CHE C -0.37%
      MCK F -0.37%
      UNM B -0.36%
      ELV C -0.36%
      CMI C -0.35%
      ACI F -0.35%
      AFG B -0.35%
      RLI B -0.35%
      RYAN D -0.35%
      SAIC C -0.35%
      DKS D -0.34%
      AIG D -0.34%
      ZBH F -0.34%
      GPK B -0.34%
      DCI C -0.34%
      PRI B -0.34%
      ADTN D -0.34%
      AXP B -0.34%
      MKL C -0.33%
      MPC F -0.32%
      DE B -0.32%
      MSA D -0.32%
      VOYA B -0.32%
      CCK A -0.31%
      IBKR B -0.31%
      NBIX F -0.31%
      EME B -0.31%
      KEX C -0.31%
      ALSN B -0.31%
      WSM D -0.31%
      AYI B -0.29%
      CHRD F -0.29%
      FLS D -0.29%
      SFM B -0.29%
      FCNCA D -0.28%
      THC A -0.28%
      WWD D -0.28%
      MLI A -0.28%
      ANF D -0.28%
      EQH C -0.27%
      DVA B -0.26%
      APO C -0.25%
      CMC D -0.25%
      DINO F -0.25%
      GAP F -0.25%
      OVV F -0.23%
      OC D -0.23%
      SW B -0.23%
      DAL C -0.22%
      CRBG D -0.22%
      LPLA D -0.22%
      HQY C -0.2%
      CNM F -0.2%

      CSM: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Drug Manufacturers - Major Diagnostics & Research Medical Instruments & Supplies Semiconductors Packaged Foods Asset Management Credit Services REIT - Residential Utilities - Regulated Electric Banks - Regional - US Business Services Health Care Plans Household & Personal Products Information Technology Services Insurance - Property & Casualty Internet Content & Information Specialty Industrial Machinery Aerospace & Defense
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Electronics Electricity Medicine Aerospace Bank Telecommunications Banking Mobile Devices Real Estate Investment Trust Work From Home Chemical Transport Disability Insurance Products

      USMF: Top Represented Industries & Keywords

      Industries: Insurance - Property & Casualty Information Technology Services Biotechnology Communication Equipment Diversified Industrials Drug Manufacturers - Major Insurance - Diversified Insurance - Life Medical Care Packaged Foods Software - Application Oil & Gas E&P Restaurants Utilities - Regulated Electric Aerospace & Defense Asset Management Health Care Plans Packaging & Containers Specialty Retail Apparel Stores
      Keywords: S&P 500 Insurance Nasdaq 100 Disability Life Insurance Computing Insurance Products Medicine Natural Gas Dow Jones Component Aerospace Electricity Telecommunications Bank Casualty Insurance Electronics Health Insurance Chemical Grocery Store Petroleum Industry
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