Screener
CSMD vs EPMB
Congress SMID Growth ETF vs Harbor Mid Cap Core ETF
Key differences
- CSMD costs 0.20% less per year.
- CSMD is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
- CSMD follows a active selection strategy; EPMB uses index tracking.
Side-by-side comparison
| CSMD | EPMB | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.88% |
| Fund size (AUM) | $433M | $5M |
| Since | 2023 | 2025 |
| Dividend yield | 0.00% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.9% | +27.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.93% | 14.52% |
| Max drawdown | -22.54% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CSMD and EPMB
Explore further