Screener
CSMD vs FSMD
Congress SMID Growth ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both CSMD and FSMD are equity ETFs. CSMD charges 0.68% a year and FSMD 0.15%. The main difference: CSMD follows a active selection strategy; FSMD uses index tracking.
- CSMD follows a active selection strategy; FSMD uses index tracking.
- FSMD costs 0.53% less per year.
- FSMD is much larger than CSMD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CSMD | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.15% |
| Fund size (AUM) | $456M | $2.4B |
| Since | 2023 | 2019 |
| Dividend yield | 0.00% | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.2% | +23.0% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +9.4% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 19.51% | 15.43% |
| Max drawdown | -22.54% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.