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CSMD vs GSLC

Congress SMID Growth ETF vs Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Goldman Sachs

Annual cost

0.09%

Fund size

$15.0B

Key differences

  • GSLC costs 0.59% less per year.
  • GSLC is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
  • CSMD follows a active selection strategy; GSLC uses index enhanced.
  • GSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMDGSLC
Annual cost (TER)0.68%0.09%
Fund size (AUM)$433M$15.0B
Since20232015
Dividend yield0.00%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+12.8%+26.3%
CAGR 3YN/A+21.4%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.15
Volatility 1Y19.04%11.85%
Max drawdown-22.54%-33.69%

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

Similar to CSMD and GSLC