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GROZ vs CSMD

Zacks Focus Growth ETF vs Congress SMID Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$76M

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$433M

Key differences

  • GROZ costs 0.13% less per year.
  • CSMD is significantly larger than GROZ — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

GROZCSMD
Annual cost (TER)0.55%0.68%
Fund size (AUM)$76M$433M
Since20242023
Dividend yield0.04%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+32.7%+12.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.38%19.04%
Max drawdown-23.33%-22.54%

Similar to GROZ and CSMD