Screener
IVSX vs CSMD
Applied Finance IVS International SMID ETF vs Congress SMID Growth ETF
Key differences
Both IVSX and CSMD are equity ETFs. IVSX charges 0.75% a year and CSMD 0.68%. The main difference: IVSX covers global markets excluding the US; CSMD covers North America.
- IVSX covers global markets excluding the US; CSMD covers North America.
- CSMD costs 0.07% less per year.
- CSMD is much larger than IVSX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IVSX | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.68% |
| Fund size (AUM) | $5M | $456M |
| Since | 2026 | 2023 |
| Dividend yield | — | 0.00% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +14.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 19.86% |
| Max drawdown | -11.97% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.