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CSMD vs FDEV

Congress SMID Growth ETF vs Fidelity International Multifactor ETF

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$456M

FDEV

Fidelity International Multifactor ETF

Annual cost

0.18%

Fund size

$269M

Key differences

Both CSMD and FDEV are equity ETFs. CSMD charges 0.68% a year and FDEV 0.18%. The main difference: CSMD follows a active selection strategy; FDEV uses index tracking.

  • CSMD follows a active selection strategy; FDEV uses index tracking.
  • CSMD covers North America; FDEV covers global markets excluding the US.
  • FDEV costs 0.50% less per year.

Side-by-side comparison

CSMDFDEV
Annual cost (TER)0.68%0.18%
Fund size (AUM)$456M$269M
Since20232019
Dividend yield0.00%2.78%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+9.2%+14.1%
CAGR 3YN/A+14.7%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.87
Volatility 1Y19.51%11.92%
Max drawdown-22.54%-30.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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