Screener
CSMD vs IVSX
Congress SMID Growth ETF vs Applied Finance IVS International SMID ETF
Key differences
Both CSMD and IVSX are equity ETFs. CSMD charges 0.68% a year and IVSX 0.75%. The main difference: CSMD covers North America; IVSX covers global markets excluding the US.
- CSMD covers North America; IVSX covers global markets excluding the US.
- CSMD costs 0.07% less per year.
- CSMD is much larger than IVSX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CSMD | IVSX | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.75% |
| Fund size (AUM) | $456M | $5M |
| Since | 2023 | 2026 |
| Dividend yield | 0.00% | — |
| Asset class | equity | equity |
| Region | north america | global ex us |
| 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% | -11.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.