Screener
CSMD vs IVSS
Congress SMID Growth ETF vs Applied Finance IVS US SMID ETF
Key differences
Both CSMD and IVSS are equity ETFs. CSMD charges 0.68% a year and IVSS 0.59%. The main difference: IVSS costs 0.09% less per year.
- IVSS costs 0.09% less per year.
- CSMD is much larger than IVSS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CSMD | IVSS | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.59% |
| Fund size (AUM) | $456M | $24M |
| Since | 2023 | 2025 |
| Dividend yield | 0.00% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.2% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 19.51% | — |
| Max drawdown | -22.54% | -8.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.