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CSMD vs MDYG

Congress SMID Growth ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • MDYG costs 0.53% less per year.
  • MDYG is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
  • CSMD follows a active selection strategy; MDYG uses index tracking.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMDMDYG
Annual cost (TER)0.68%0.15%
Fund size (AUM)$433M$2.7B
Since20232005
Dividend yield0.00%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.9%+28.3%
CAGR 3YN/A+17.7%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.77
Volatility 1Y18.93%17.10%
Max drawdown-22.54%-39.28%

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

Similar to CSMD and MDYG