CSMD vs. IWP
Compare and contrast key facts about Congress SMID Growth ETF (CSMD) and iShares Russell Mid-Cap Growth ETF (IWP).
CSMD and IWP 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. IWP is a passively managed fund by iShares that tracks the performance of the Russell Midcap Growth Index. It was launched on Jul 17, 2001.
Performance
CSMD vs. IWP - Performance Comparison
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CSMD vs. IWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CSMD Congress SMID Growth ETF | -2.88% | 5.68% | 12.70% | 6.44% |
IWP iShares Russell Mid-Cap Growth ETF | -6.40% | 8.45% | 21.86% | 12.66% |
Returns By Period
In the year-to-date period, CSMD achieves a -2.88% return, which is significantly higher than IWP's -6.40% return.
CSMD
- 1D
- 3.47%
- 1M
- -8.78%
- YTD
- -2.88%
- 6M
- -7.81%
- 1Y
- 11.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWP
- 1D
- 3.64%
- 1M
- -6.27%
- YTD
- -6.40%
- 6M
- -9.89%
- 1Y
- 9.42%
- 3Y*
- 12.54%
- 5Y*
- 4.78%
- 10Y*
- 11.41%
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CSMD vs. IWP - Expense Ratio Comparison
CSMD has a 0.68% expense ratio, which is higher than IWP's 0.23% expense ratio.
Return for Risk
CSMD vs. IWP — Risk / Return Rank
CSMD
IWP
CSMD vs. IWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and iShares Russell Mid-Cap Growth ETF (IWP). 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.
| CSMD | IWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.41 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.75 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.63 | +0.12 |
Martin ratioReturn relative to average drawdown | 2.47 | 1.97 | +0.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSMD | IWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.22 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.41 | +0.02 |
Correlation
The correlation between CSMD and IWP is 0.88, 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.
Dividends
CSMD vs. IWP - Dividend Comparison
CSMD has not paid dividends to shareholders, while IWP's dividend yield for the trailing twelve months is around 0.36%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMD Congress SMID Growth ETF | 0.00% | 0.00% | 0.40% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWP iShares Russell Mid-Cap Growth ETF | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Drawdowns
CSMD vs. IWP - Drawdown Comparison
The maximum CSMD drawdown since its inception was -22.54%, smaller than the maximum IWP drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for CSMD and IWP.
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Drawdown Indicators
| CSMD | IWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.54% | -56.92% | +34.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -14.79% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.62% | — |
Current DrawdownCurrent decline from peak | -11.83% | -11.69% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -9.71% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 4.70% | -0.24% |
Volatility
CSMD vs. IWP - Volatility Comparison
Congress SMID Growth ETF (CSMD) has a higher volatility of 7.98% compared to iShares Russell Mid-Cap Growth ETF (IWP) at 7.01%. This indicates that CSMD's price experiences larger fluctuations and is considered to be riskier than IWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMD | IWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 7.01% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 13.18% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 23.08% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.70% | 22.36% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.70% | 21.63% | -1.93% |