Screener
CSMD vs DFLV
Congress SMID Growth ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.47% less per year.
- DFLV is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CSMD | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.21% |
| Fund size (AUM) | $433M | $5.9B |
| Since | 2023 | 2022 |
| Dividend yield | 0.00% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.9% | +32.4% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | 18.93% | 11.35% |
| Max drawdown | -22.54% | -16.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CSMD and DFLV
Explore further