Screener
MDYG vs CSMD
State Street SPDR S&P 400 Mid Cap Growth ETF vs Congress SMID Growth ETF
Key differences
Both MDYG and CSMD are equity ETFs. MDYG charges 0.15% a year and CSMD 0.68%. The main difference: MDYG follows a index tracking strategy; CSMD uses active selection.
- MDYG follows a index tracking strategy; CSMD uses active selection.
- MDYG costs 0.53% less per year.
- MDYG is much larger than CSMD. Larger funds are usually more liquid and less likely to close.
- MDYG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDYG | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.68% |
| Fund size (AUM) | $2.8B | $456M |
| Since | 2005 | 2023 |
| Dividend yield | 0.62% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.7% | +14.0% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 17.59% | 19.86% |
| Max drawdown | -39.27% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.