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DUSG vs CSMD

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Congress SMID Growth ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

Key differences

  • DUSG costs 0.36% less per year.
  • DUSG is significantly larger than CSMD — larger funds tend to be more liquid and less likely to close.
  • DUSG follows a index tracking strategy; CSMD uses active selection.

Side-by-side comparison

DUSGCSMD
Annual cost (TER)0.32%0.68%
Fund size (AUM)$1.9B$433M
Since20262023
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+12.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.04%
Max drawdown-4.19%-22.54%

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

Similar to DUSG and CSMD