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FSGS vs CSMD

First Trust SMID Growth Strength ETF vs Congress SMID Growth ETF

FSGS

First Trust SMID Growth Strength ETF

First Trust

Annual cost

0.61%

Fund size

$29M

CSMD

Congress SMID Growth ETF

Congress

Annual cost

0.68%

Fund size

$433M

Key differences

  • FSGS costs 0.07% less per year.
  • CSMD is significantly larger than FSGS — larger funds tend to be more liquid and less likely to close.
  • FSGS follows a index tracking strategy; CSMD uses active selection.
  • FSGS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSGSCSMD
Annual cost (TER)0.61%0.68%
Fund size (AUM)$29M$433M
Since20172023
Dividend yield0.00%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.0%+11.9%
CAGR 3Y+8.3%N/A
CAGR 5Y+2.5%N/A
Sharpe 3Y0.33N/A
Volatility 1Y15.30%18.93%
Max drawdown-43.25%-22.54%

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

Similar to FSGS and CSMD