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CSMD vs DFIS
Congress SMID Growth ETF vs Dimensional International Small Cap ETF
Key differences
- DFIS costs 0.29% less per year.
- DFIS is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CSMD | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.39% |
| Fund size (AUM) | $433M | $5.6B |
| Since | 2023 | 2022 |
| Dividend yield | 0.00% | 2.06% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.9% | +31.3% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | 18.93% | 14.54% |
| Max drawdown | -22.54% | -27.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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