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TMFS vs CSMD

Motley Fool Small-Cap Growth ETF vs Congress SMID Growth ETF

TMFS

Motley Fool Small-Cap Growth ETF

Annual cost

0.85%

Fund size

$59M

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$456M

Key differences

Both TMFS and CSMD are equity ETFs. TMFS charges 0.85% a year and CSMD 0.68%. The main difference: CSMD costs 0.17% less per year.

  • CSMD costs 0.17% less per year.
  • CSMD is much larger than TMFS. Larger funds are usually more liquid and less likely to close.
  • TMFS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFSCSMD
Annual cost (TER)0.85%0.68%
Fund size (AUM)$59M$456M
Since20182023
Dividend yield0.00%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-0.9%+14.0%
CAGR 3Y+7.2%N/A
CAGR 5Y-1.1%N/A
Sharpe 3Y0.27N/A
Volatility 1Y19.89%19.86%
Max drawdown-48.79%-22.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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