Skip to content
Beacon
Screener

CSMD vs FSGS

Congress SMID Growth ETF vs First Trust SMID Growth Strength ETF

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

FSGS

First Trust SMID Growth Strength ETF

First Trust

Annual cost

0.61%

Fund size

$29M

Key differences

  • FSGS costs 0.07% less per year.
  • CSMD is significantly larger than FSGS — larger funds tend to be more liquid and less likely to close.
  • CSMD follows a active selection strategy; FSGS uses index tracking.
  • FSGS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMDFSGS
Annual cost (TER)0.68%0.61%
Fund size (AUM)$433M$29M
Since20232017
Dividend yield0.00%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.9%+6.0%
CAGR 3YN/A+8.3%
CAGR 5YN/A+2.5%
Sharpe 3YN/A0.33
Volatility 1Y18.93%15.30%
Max drawdown-22.54%-43.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CSMD and FSGS