Screener
CSMD vs FORH
Congress SMID Growth ETF vs Formidable ETF
Key differences
- CSMD costs 0.51% less per year.
- CSMD is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- CSMD is classified as equity, while FORH is alternative — different risk/return profiles.
- CSMD follows a active selection strategy; FORH uses option income.
Side-by-side comparison
| CSMD | FORH | |
|---|---|---|
| Annual cost (TER) | 0.68% | 1.19% |
| Fund size (AUM) | $433M | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 0.00% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +12.8% | +13.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | 19.04% | 15.64% |
| Max drawdown | -22.54% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CSMD and FORH
Explore further