Screener
STXG vs CSMD
Strive 1000 Growth ETF vs Congress SMID Growth ETF
Key differences
Both STXG and CSMD are equity ETFs. STXG charges 0.18% a year and CSMD 0.68%. The main difference: STXG follows a index tracking strategy; CSMD uses active selection.
- STXG follows a index tracking strategy; CSMD uses active selection.
- STXG costs 0.50% less per year.
- CSMD is much larger than STXG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STXG | CSMD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.68% |
| Fund size (AUM) | $152M | $456M |
| Since | 2022 | 2023 |
| Dividend yield | 0.46% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.9% | +14.0% |
| CAGR 3Y | +23.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.06 | N/A |
| Volatility 1Y | 15.01% | 19.86% |
| Max drawdown | -21.22% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.