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CSMD vs. IMCG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CSMD and IMCG is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

CSMD vs. IMCG

Last updated Jun 1, 2025

Compare and contrast key facts about Congress SMID Growth ETF (CSMD) and iShares Morningstar Mid-Cap Growth ETF (IMCG).

CSMD and IMCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSMD is an actively managed fund by Congress. It was launched on Aug 21, 2023. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMD or IMCG.

Performance

CSMD vs. IMCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Congress SMID Growth ETF (CSMD) and iShares Morningstar Mid-Cap Growth ETF (IMCG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CSMD:

0.25

IMCG:

0.74

Sortino Ratio

CSMD:

0.48

IMCG:

1.05

Omega Ratio

CSMD:

1.06

IMCG:

1.14

Calmar Ratio

CSMD:

0.21

IMCG:

0.63

Martin Ratio

CSMD:

0.67

IMCG:

2.17

Ulcer Index

CSMD:

7.27%

IMCG:

6.32%

Daily Std Dev

CSMD:

22.77%

IMCG:

21.08%

Max Drawdown

CSMD:

-22.54%

IMCG:

-58.96%

Current Drawdown

CSMD:

-6.08%

IMCG:

-4.82%

Returns By Period

In the year-to-date period, CSMD achieves a 0.64% return, which is significantly lower than IMCG's 2.42% return.

CSMD

YTD

0.64%

1M

7.46%

6M

-5.33%

1Y

5.31%

3Y*

N/A

5Y*

N/A

10Y*

N/A

IMCG

YTD

2.42%

1M

7.00%

6M

-3.63%

1Y

15.29%

3Y*

11.84%

5Y*

11.05%

10Y*

11.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Congress SMID Growth ETF

iShares Morningstar Mid-Cap Growth ETF

CSMD vs. IMCG - Expense Ratio Comparison

CSMD has a 0.68% expense ratio, which is higher than IMCG's 0.06% expense ratio.

CSMD
Congress SMID Growth ETF
IMCG
iShares Morningstar Mid-Cap Growth ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

CSMD vs. IMCG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CSMD
The Risk-Adjusted Performance Rank of CSMD is 2626
Overall Rank
The Sharpe Ratio Rank of CSMD is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of CSMD is 2525
Omega Ratio Rank
The Calmar Ratio Rank of CSMD is 2828
Calmar Ratio Rank
The Martin Ratio Rank of CSMD is 2626
Martin Ratio Rank
IMCG
The Risk-Adjusted Performance Rank of IMCG is 6060
Overall Rank
The Sharpe Ratio Rank of IMCG is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of IMCG is 6060
Sortino Ratio Rank
The Omega Ratio Rank of IMCG is 5959
Omega Ratio Rank
The Calmar Ratio Rank of IMCG is 6262
Calmar Ratio Rank
The Martin Ratio Rank of IMCG is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSMD vs. IMCG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and iShares Morningstar Mid-Cap Growth ETF (IMCG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CSMD Sharpe Ratio is 0.25, which is lower than the IMCG Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CSMD and IMCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

CSMD vs. IMCG - Dividend Comparison

CSMD's dividend yield for the trailing twelve months is around 0.40%, less than IMCG's 0.75% yield.

TTM20242023202220212020201920182017201620152014
CSMD
Congress SMID Growth ETF		0.40%0.40%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IMCG
iShares Morningstar Mid-Cap Growth ETF		0.75%0.78%0.85%0.91%0.41%0.09%0.30%0.35%0.45%0.52%0.38%0.60%

Drawdowns

CSMD vs. IMCG - Drawdown Comparison

The maximum CSMD drawdown since its inception was -22.54%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for CSMD and IMCG.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

CSMD vs. IMCG - Volatility Comparison

Congress SMID Growth ETF (CSMD) has a higher volatility of 6.18% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 5.19%. This indicates that CSMD's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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