Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  CSMD Congress SMID Growth ETF |
|---|---|
| Price | 35.07 +0.75% |
| Issuer | Congress |
| AUM | $454.8M |
| Expense Ratio | 0.68% |
| Yield (TTM) | — |
| Inception | Aug 21, 2023 |
| Holdings | 10 |
| Avg Volume | 48.17K |
| YTD | +10.91% |
| 1Y total | +7.61% |
| 3Y total (ann.) | +11.56% |
| 5Y total (ann.) | — |
| Volatility 1Y | 21.04% |
| Sharpe 1Y | 0.301 |
| Max drawdown 1Y | -14.79% |
| Beta vs S&P 500 (3Y) | 1.10 |
| Top 10 holdings | RBRK 4.43% HALO 3.60% CW 3.54% RGEN 3.41% NVT 3.41% VMI 3.34% CRS 3.16% UFPT 3.04% MEDP 2.86% BJ 2.64% |
| Sector mix | Industrials 25.53% Technology 23.44% Healthcare 21.35% Consumer Cyclical 7.77% Consumer Defensive 7.65% Financial Services 7.13% |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.