CSMD vs. SFYX

Last updated Jun 4, 2026

CSMD (Congress SMID Growth ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds. CSMD is actively managed, while SFYX is passively managed. Their correlation of 0.82 suggests significant overlap in exposure. CSMD charges 0.68%/yr vs 0.00%/yr for SFYX.

Performance

CSMD vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Congress SMID Growth ETF (CSMD) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CSMD

• 1D: 0.29%
• 1M: 7.59%
• YTD: 10.72%
• 6M: 8.83%
• 1Y: 14.97%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CSMD vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
CSMD Congress SMID Growth ETF	10.72%	5.68%	12.70%	6.44%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	7.60%

Correlation

The correlation between CSMD and SFYX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.70
Correlation (All Time) Calculated using the full available price history since Aug 23, 2023	0.82

The correlation between CSMD and SFYX shifts across timeframes, from 0.70 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.

CSMD vs. SFYX - Sectors Allocation Comparison

Sectors	CSMD	SFYX
Industrials	31.1%	20.5%
Technology	25.3%	16.9%
Healthcare	14.6%	12.1%
Consumer Cyclical	8.7%	9.9%
Consumer Defensive	6.8%	3.0%
Financial Services	3.7%	15.9%
Energy	3.6%	4.5%
Basic Materials	2.0%	3.2%
Real Estate	1.6%	6.4%
Communication Services	-	4.5%
Utilities	-	2.2%

Return for Risk

CSMD vs. SFYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSMD

CSMD Risk / Return Rank: 24
CSMD Sharpe Ratio Rank: 24
CSMD Sortino Ratio Rank: 24
CSMD Omega Ratio Rank: 23
CSMD Calmar Ratio Rank: 23
CSMD Martin Ratio Rank: 24

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSMD vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and SoFi Next 500 ETF (SFYX). 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	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	0.79	—	—
Sortino ratio: Return per unit of downside risk	1.24	—	—
Omega ratio: Gain probability vs. loss probability	1.15	—	—
Calmar ratio: Return relative to maximum drawdown	1.02	—	—
Martin ratio: Return relative to average drawdown	3.09	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CSMD	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.79	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	—	—

Drawdowns

Drawdown Indicators

	CSMD	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-22.54%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.79%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-4.75%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.85%	—	—

Volatility

Volatility by Period

	CSMD	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.03%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.45%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.97%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.77%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.77%	—	—

CSMD vs. SFYX - Expense Ratio Comparison

CSMD has a 0.68% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

CSMD vs. SFYX - Dividend Comparison

CSMD has not paid dividends to shareholders, while SFYX's dividend yield for the trailing twelve months is around 1.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
CSMD Congress SMID Growth ETF	0.00%	0.00%	0.40%	0.02%	0.00%	0.00%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both CSMD and SFYX in my portfolio?

CSMD and SFYX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CSMD or SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CSMD or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.68% for CSMD.

Which ETF pays a higher dividend yield, CSMD or SFYX?

SFYX has the higher dividend yield at 1.36%, compared with 0.00% for CSMD.

What is the main difference between CSMD and SFYX?

They also come from different issuers: Congress and Toroso Investments. Their fees differ too: 0.68% for CSMD and 0.00% for SFYX.