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CSMD vs FNY
Congress SMID Growth ETF vs First Trust Mid Cap Growth AlphaDEX Fund
Key differences
- CSMD follows a active selection strategy; FNY uses index tracking.
- FNY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSMD | FNY | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.73% |
| Fund size (AUM) | $433M | $518M |
| Since | 2023 | 2011 |
| Dividend yield | 0.00% | 0.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.9% | +31.0% |
| CAGR 3Y | N/A | +20.1% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 18.93% | 19.81% |
| Max drawdown | -22.54% | -38.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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