CSM vs IYY: holdings overlap, shared companies and scores
As of October 9, 2026, CSM and IYY overlap 57.6% by weight. ProShares Large Cap Core Plus (CSM): U.S. large-cap equities. iShares Dow Jones U.S. ETF (IYY): U.S. large- and mid-cap stocks.
Updated October 9, 2026
Where CSM and IYY trade against their own history
CSM trades at 21.0 times earnings, against its own median of 19.8, and is more expensive than 63% of its own 115 monthly readings since 2017.
IYY trades at 24.5 times earnings, against its own median of 22.4, and is more expensive than 63% of its own 115 monthly readings since 2017.
What moved CSM and IYY this week
CSM rose 0.9% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
IYY rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do CSM and IYY each hold?
What's inside CSM: Tech 35%, Magnificent 7 24%.
32% of CSM is its ten largest holdings.
What's inside IYY: Tech 45%, Magnificent 7 33%.
37% of IYY is its ten largest holdings.
How much do CSM and IYY overlap? 57.6% by weight
As of October 9, 2026, CSM and IYY overlap 57.6% by weight.
95% of CSM is already inside IYY.
79% of IYY is already inside CSM.
CSM holds 301 companies and IYY holds 941; 300 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score CSM and IYY? 6.4 and 6.7 out of 10
As of October 9, 2026, ETF Copilot scores CSM 6.4 out of 10 and IYY 6.7 out of 10.
They differ most on Growth: CSM 6.2 and IYY 7.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | CSM | IYY |
|---|---|---|
| Growth | 6.2 | 7.5 |
| Value | 3.5 | 2.9 |
| Risk | 6.8 | 6.4 |
| Quality | 7.4 | 8.1 |
| Return | 7.6 | 7.8 |
IYY is the cheaper of the two at 0.20% a year
As of October 9, 2026, CSM charges 0.45% a year, yields 1.04% and holds $524M in assets across 301 positions.
As of October 9, 2026, IYY charges 0.20% a year, yields 0.85% and holds $3.1B in assets across 941 positions.
| Measure | CSM | IYY |
|---|---|---|
| Expense ratio | 0.45% | 0.20% |
| Dividend yield | 1.04% | 0.85% |
| Assets under management | $524M | $3.1B |
| Holdings | 301 | 941 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “CSM vs IYY holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/csm-vs-iyy
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