CSMD vs. IMCG
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.
Correlation
The correlation between CSMD and IMCG is 0.92, 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.
Performance
CSMD vs. IMCG - Performance Comparison
Key characteristics
CSMD:
0.47
IMCG:
1.29
CSMD:
0.77
IMCG:
1.81
CSMD:
1.09
IMCG:
1.22
CSMD:
0.89
IMCG:
1.46
CSMD:
1.87
IMCG:
5.72
CSMD:
4.31%
IMCG:
3.23%
CSMD:
17.23%
IMCG:
14.33%
CSMD:
-13.85%
IMCG:
-58.96%
CSMD:
-5.12%
IMCG:
-3.18%
Returns By Period
In the year-to-date period, CSMD achieves a 1.67% return, which is significantly lower than IMCG's 4.18% return.
CSMD
1.67%
-4.85%
4.39%
8.80%
N/A
N/A
IMCG
4.18%
-0.87%
13.12%
19.72%
11.73%
11.74%
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CSMD vs. IMCG - Expense Ratio Comparison
CSMD has a 0.68% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
CSMD vs. IMCG — Risk-Adjusted Performance Rank
CSMD
IMCG
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.
Dividends
CSMD vs. IMCG - Dividend Comparison
CSMD has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMD Congress SMID Growth ETF | 0.00% | 0.00% | 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 -13.85%, 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. For additional features, visit the drawdowns tool.
Volatility
CSMD vs. IMCG - Volatility Comparison
Congress SMID Growth ETF (CSMD) has a higher volatility of 4.51% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 2.96%. 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.