Congress SMID Growth ETF (CSMD) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CSMD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSMD
CSMD charges 0.68% annually. There are 29 ETFs in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 655.66M | Apr 2020 | CSMD vs BKMC | |
| Vanguard Mid-Cap Growth ETF | 0.05% | 33.80B | Aug 2006 | CSMD vs VOT | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | 3.97B | Jun 2004 | CSMD vs IMCG | |
| Vanguard S&P Mid-Cap 400 Growth ETF | 0.10% | 1.80B | Sep 2010 | CSMD vs IVOG | |
| Invesco NASDAQ Next Gen 100 ETF | 0.15% | 1.15B | Oct 2020 | CSMD vs QQQJ |
Best Risk-Adjusted Alternatives to CSMD
CSMD has a PortfoliosLab risk / return rank of 20. There are 24 ETFs in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 92 | 16.74M | Sep 2024 | CSMD vs TEKX | |
| Invesco NASDAQ Next Gen 100 ETF | 80 | 1.15B | Oct 2020 | CSMD vs QQQJ | |
| Pinnacle Focused Opportunities ETF | 59 | 86.95M | Dec 2022 | CSMD vs FCUS | |
| First Trust Multi Cap Growth AlphaDEX Fund | 57 | 561.53M | May 2007 | CSMD vs FAD | |
| John Hancock Multifactor Mid Cap ETF | 55 | 5.89B | Sep 2015 | CSMD vs JHMM |
Top Performing CSMD Alternatives (YTD)
CSMD is at 9.52% YTD. There are 21 ETFs in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 65.46% | 16.74M | Sep 2024 | CSMD vs TEKX | |
| Innovator IBD Breakout Opportunities ETF | 27.17% | 15.73M | Sep 2018 | CSMD vs BOUT | |
| Pinnacle Focused Opportunities ETF | 22.78% | 86.95M | Dec 2022 | CSMD vs FCUS | |
| Renaissance IPO ETF | 22.19% | 159.56M | Oct 2013 | CSMD vs IPO | |
| iShares Morningstar Mid-Cap Growth ETF | 21.17% | 3.97B | Jun 2004 | CSMD vs IMCG |
Lowest Volatility Alternatives to CSMD
CSMD has 20.57% 1-year volatility. There are 25 ETFs in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.64% | 310.95M | Apr 2019 | CSMD vs TPLC | |
| John Hancock Multifactor Mid Cap ETF | 14.45% | 5.89B | Sep 2015 | CSMD vs JHMM | |
| Virtus KAR Mid-Cap ETF | 14.91% | 46.45M | Oct 2024 | CSMD vs KMID | |
| WisdomTree U.S. MidCap Quality Growth Fund | 15.11% | 2.20M | Jan 2024 | CSMD vs QMID | |
| BNY Mellon US Mid Cap Core Equity ETF | 15.44% | 655.66M | Apr 2020 | CSMD vs BKMC |
Lowest Drawdown Alternatives to CSMD
CSMD has a 1-year max drawdown of -14.79%. There are 23 ETFs in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 310.95M | Apr 2019 | CSMD vs TPLC | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.89B | Sep 2015 | CSMD vs JHMM | |
| Invesco S&P MidCap Momentum ETF | -8.71% | 7.45B | Mar 2005 | CSMD vs XMMO | |
| Vanguard S&P Mid-Cap 400 Growth ETF | -9.69% | 1.80B | Sep 2010 | CSMD vs IVOG | |
| BNY Mellon US Mid Cap Core Equity ETF | -9.82% | 655.66M | Apr 2020 | CSMD vs BKMC |
Other ETFs from Congress
The 2 most viewed Congress ETFs shown here include CAML, CAFX and span 2 categories. AUM among these funds goes as high as $384M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Congress Large Cap Growth ETF | Large Cap Growth Equities | 20 | 4.19% | 384.23M | Aug 2023 | CSMD vs CAML | |
| Congress Intermediate Bond ETF | Intermediate Core Bond | 34 | -0.08% | 321.55M | Sep 2024 | CSMD vs CAFX |
Often Compared With CSMD
Investors most often compare CSMD with FDL, FESM, SCHG. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CSMD with Any Fund or Stock
Compare CSMD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSMD with funds that move differently
Congress SMID Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSMD.
Explore CSMD Diversifiers