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CSMD vs PFOE

Congress SMID Growth ETF vs Pathfinder Focused Opportunities ETF

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$433M

PFOE

Pathfinder Focused Opportunities ETF

Annual cost

0.59%

Fund size

$105M

Key differences

  • PFOE costs 0.09% less per year.
  • CSMD is significantly larger than PFOE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CSMDPFOE
Annual cost (TER)0.68%0.59%
Fund size (AUM)$433M$105M
Since20232025
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+12.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.04%
Max drawdown-22.54%-18.19%

Similar to CSMD and PFOE