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CSMD vs CGMM

Congress SMID Growth ETF vs Capital Group U.S. Small and Mid Cap ETF

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • CGMM costs 0.17% less per year.
  • CGMM is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
  • CSMD follows a active selection strategy; CGMM uses index tracking.

Side-by-side comparison

CSMDCGMM
Annual cost (TER)0.68%0.51%
Fund size (AUM)$433M$2.5B
Since20232025
Dividend yield0.00%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.9%+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.93%15.95%
Max drawdown-22.54%-21.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CSMD and CGMM