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CSMD vs SVAL
Congress SMID Growth ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.48% less per year.
- CSMD follows a active selection strategy; SVAL uses index tracking.
Side-by-side comparison
| CSMD | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.20% |
| Fund size (AUM) | $433M | $188M |
| Since | 2023 | 2020 |
| Dividend yield | 0.00% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.9% | +36.9% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 18.93% | 18.05% |
| Max drawdown | -22.54% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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