Screener
FSMD vs CSMD
Fidelity Small-Mid Multifactor ETF vs Congress SMID Growth ETF
Key differences
Both FSMD and CSMD are equity ETFs. FSMD charges 0.15% a year and CSMD 0.68%. The main difference: FSMD follows a index tracking strategy; CSMD uses active selection.
- FSMD follows a index tracking strategy; CSMD uses active selection.
- FSMD costs 0.53% less per year.
- FSMD is much larger than CSMD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FSMD | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.68% |
| Fund size (AUM) | $2.4B | $456M |
| Since | 2019 | 2023 |
| Dividend yield | 1.22% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.0% | +9.2% |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | +9.4% | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 15.43% | 19.51% |
| Max drawdown | -40.67% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.