HELSvsCSMETF Comparison
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Hedgeye 130/30 Equity ETF (HELS) and ProShares Large Cap Core Plus ETF (CSM) belong to the same industry segment: Alternatives. HELS's top 3 sector exposures are Technology, Industrials and Finance. HELS is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.45% for CSM. HELS is up 0.23% year-to-date (YTD) with +$9M in YTD flows. CSM performs better with 7.9% YTD performance, and -$11M in YTD flows. Run a side-by-side ETF comparison of HELS and CSM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HELS vs CSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELS CSM | +1.71%+0.81% | +8.41%+4.56% | +0.23%+7.90% | n/a+20.93% | n/a+69.57% | n/a+83.79% |
| Flows | HELS CSM | -$993K-$3M | -$3M-$5M | +$9M-$11M | --$27M | --$124M | --$206M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELS CSM | +16.24%+12.38% | n/a+12.50% | n/a+15.36% | n/a+17.27% |
| Max drawdown | HELS CSM | -4.16%-4.82% | n/a-9.26% | n/a-18.18% | n/a-23.88% |
| Max drawdown duration | HELS CSM | 21d46d | n/a98d | n/a124d | n/a713d |
Trading data
HELS | CSM | |
Last sale 7/17/2026 at 1:30 PM | $24.52 | $85.44 |
| Previous close 07/16/2026 | $24.65 | $86.12 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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HELS
is actively managed and doesn’t replicate an indexHELS | CSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
HELS | CSM | |
|---|---|---|
| Last price | $24.52 | $85.44 |
| 1D performance | -0.52% | -0.79% |
| AuM | $22.81 M | $511.33 M |
| E/R | 0.7% | 0.45% |
Characteristics
HELS | CSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Hedgeye Asset Management | ProShares |
| Benchmark | - | Credit Suisse 130/30 Large Cap Index |
| N° of holdings | 74 | - |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 10, 2025 | July 13, 2009 |
| ESG | No | No |
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Exposure
Countries
HELS
Data will be available soon
CSM
Data will be available soon
Sectors
HELS
Data will be available soon
CSM
Data will be available soon
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Diversification
HELS
Data will be available soon
CSM
Data will be available soon
Top 15 holdings
Data as of May 31, 2026
HELS
Data will be available soon
CSM
Data will be available soon
Frequently asked questions about HELS and CSM
How have the HELS and CSM ETFs performed in 2026?
As of July 17, 2026, HELS is up 0.23% year-to-date (YTD), while CSM has returned 7.9%. That puts CSM better performer ahead so far this year.
Which ETF is attracting more investor money: HELS or CSM?
Year-to-date, the HELS ETF saw +$9M in flows, compared to -$11M for CSM.
Which ETF is bigger: HELS or CSM?
As of July 17, 2026, HELS holds $22.81 M in assets under management (AUM), while CSM manages $511.33 M.
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