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CSMD vs VIOG

Congress SMID Growth ETF vs Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

VIOG

Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$947M

Key differences

  • VIOG costs 0.58% less per year.
  • CSMD follows a active selection strategy; VIOG uses index tracking.
  • VIOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSMDVIOG
Annual cost (TER)0.68%0.10%
Fund size (AUM)$433M$947M
Since20232010
Dividend yield0.00%0.84%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.9%+28.0%
CAGR 3YN/A+15.7%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.65
Volatility 1Y18.93%17.54%
Max drawdown-22.54%-41.73%

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

Similar to CSMD and VIOG