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CSMD vs IMCG
Congress SMID Growth ETF vs iShares Morningstar Mid-Cap Growth ETF
Key differences
- IMCG costs 0.62% less per year.
- IMCG is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
- CSMD follows a active selection strategy; IMCG uses index tracking.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSMD | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.06% |
| Fund size (AUM) | $433M | $3.5B |
| Since | 2023 | 2004 |
| Dividend yield | 0.00% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.9% | +20.2% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | 18.93% | 15.45% |
| Max drawdown | -22.54% | -35.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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