Screener
CSMD vs BGRO
Congress SMID Growth ETF vs iShares Large Cap Growth Active ETF
Key differences
- BGRO costs 0.13% less per year.
- CSMD is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- CSMD is classified as equity, while BGRO is alternative — different risk/return profiles.
Side-by-side comparison
| CSMD | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.55% |
| Fund size (AUM) | $433M | $9M |
| Since | 2023 | 2024 |
| Dividend yield | 0.00% | 0.04% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.9% | +25.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.93% | 18.04% |
| Max drawdown | -22.54% | -24.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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