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CSMD vs CGGR

Congress SMID Growth ETF vs Capital Group Growth ETF

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$456M

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both CSMD and CGGR are equity ETFs. CSMD charges 0.68% a year and CGGR 0.39%. The main difference: CSMD covers North America; CGGR covers global markets.

  • CSMD covers North America; CGGR covers global markets.
  • CGGR costs 0.29% less per year.
  • CGGR is much larger than CSMD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CSMDCGGR
Annual cost (TER)0.68%0.39%
Fund size (AUM)$456M$24.6B
Since20232022
Dividend yield0.00%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+9.2%+14.4%
CAGR 3YN/A+23.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.00
Volatility 1Y19.51%16.93%
Max drawdown-22.54%-28.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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