Skip to content
Beacon
Screener

CSMD vs DFVX

Congress SMID Growth ETF vs Dimensional US Large Cap Vector ETF

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

DFVX

Dimensional US Large Cap Vector ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$486M

Key differences

  • DFVX costs 0.49% less per year.

Side-by-side comparison

CSMDDFVX
Annual cost (TER)0.68%0.19%
Fund size (AUM)$433M$486M
Since20232023
Dividend yield0.00%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+11.9%+26.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.93%10.94%
Max drawdown-22.54%-16.71%

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

Similar to CSMD and DFVX