CSMD vs. SCHG
Compare and contrast key facts about Congress SMID Growth ETF (CSMD) and Schwab U.S. Large-Cap Growth ETF (SCHG).
CSMD and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMD or SCHG.
Correlation
The correlation between CSMD and SCHG is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSMD vs. SCHG - Performance Comparison
Key characteristics
CSMD:
0.89
SCHG:
1.71
CSMD:
1.34
SCHG:
2.28
CSMD:
1.16
SCHG:
1.31
CSMD:
1.71
SCHG:
2.53
CSMD:
3.70
SCHG:
9.59
CSMD:
4.19%
SCHG:
3.26%
CSMD:
17.42%
SCHG:
18.13%
CSMD:
-13.85%
SCHG:
-34.59%
CSMD:
-3.81%
SCHG:
-2.23%
Returns By Period
In the year-to-date period, CSMD achieves a 3.07% return, which is significantly higher than SCHG's 2.08% return.
CSMD
3.07%
2.33%
7.95%
16.25%
N/A
N/A
SCHG
2.08%
0.46%
18.85%
29.51%
18.94%
16.73%
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CSMD vs. SCHG - Expense Ratio Comparison
CSMD has a 0.68% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
CSMD vs. SCHG — Risk-Adjusted Performance Rank
CSMD
SCHG
CSMD vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
CSMD has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.
| 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
CSMD vs. SCHG - Drawdown Comparison
The maximum CSMD drawdown since its inception was -13.85%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for CSMD and SCHG. For additional features, visit the drawdowns tool.
Volatility
CSMD vs. SCHG - Volatility Comparison
The current volatility for Congress SMID Growth ETF (CSMD) is 4.70%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.30%. This indicates that CSMD experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.