Screener
EPSV vs CSMD
Harbor SMID Cap Value ETF vs Congress SMID Growth ETF
Key differences
- CSMD costs 0.20% less per year.
- CSMD is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- EPSV follows a index tracking strategy; CSMD uses active selection.
Side-by-side comparison
| EPSV | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.68% |
| Fund size (AUM) | $5M | $433M |
| Since | 2025 | 2023 |
| Dividend yield | — | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +43.7% | +11.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.79% | 18.93% |
| Max drawdown | -8.93% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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