Screener
SCHG vs CSMD
Schwab U.S. Large-Cap Growth ETF vs Congress SMID Growth ETF
Key differences
Both SCHG and CSMD are equity ETFs. SCHG charges 0.04% a year and CSMD 0.68%. The main difference: SCHG follows a index tracking strategy; CSMD uses active selection.
- SCHG follows a index tracking strategy; CSMD uses active selection.
- SCHG costs 0.64% less per year.
- SCHG is much larger than CSMD. Larger funds are usually more liquid and less likely to close.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHG | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.68% |
| Fund size (AUM) | $61.1B | $456M |
| Since | 2009 | 2023 |
| Dividend yield | 0.36% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +17.3% | +9.2% |
| CAGR 3Y | +22.8% | N/A |
| CAGR 5Y | +14.7% | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 15.90% | 19.51% |
| Max drawdown | -34.59% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.