Screener
CSMD vs STXK
Congress SMID Growth ETF vs Strive Small-Cap ETF
Key differences
Both CSMD and STXK are equity ETFs. CSMD charges 0.68% a year and STXK 0.18%. The main difference: CSMD follows a active selection strategy; STXK uses index tracking.
- CSMD follows a active selection strategy; STXK uses index tracking.
- STXK costs 0.50% less per year.
- CSMD is much larger than STXK. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CSMD | STXK | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.18% |
| Fund size (AUM) | $456M | $80M |
| Since | 2023 | 2022 |
| Dividend yield | 0.00% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.0% | +26.8% |
| CAGR 3Y | N/A | +14.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.59 |
| Volatility 1Y | 19.86% | 17.05% |
| Max drawdown | -22.54% | -27.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.