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CSMD vs FLRG

Congress SMID Growth ETF vs Fidelity U.S. Multifactor ETF

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$456M

FLRG

Fidelity U.S. Multifactor ETF

Annual cost

0.15%

Fund size

$292M

Key differences

Both CSMD and FLRG are equity ETFs. CSMD charges 0.68% a year and FLRG 0.15%. The main difference: CSMD follows a active selection strategy; FLRG uses index tracking.

  • CSMD follows a active selection strategy; FLRG uses index tracking.
  • FLRG costs 0.53% less per year.

Side-by-side comparison

CSMDFLRG
Annual cost (TER)0.68%0.15%
Fund size (AUM)$456M$292M
Since20232020
Dividend yield0.00%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.2%+14.7%
CAGR 3YN/A+18.1%
CAGR 5YN/A+12.4%
Sharpe 3YN/A1.04
Volatility 1Y19.51%10.38%
Max drawdown-22.54%-19.64%

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

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