Screener
CSMD vs DFSV
Congress SMID Growth ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.38% less per year.
- DFSV is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CSMD | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.30% |
| Fund size (AUM) | $433M | $7.5B |
| Since | 2023 | 2022 |
| Dividend yield | 0.00% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.9% | +35.8% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 18.93% | 17.83% |
| Max drawdown | -22.54% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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