CSMD vs. TMFX

Last updated Apr 1, 2026

Compare and contrast key facts about Congress SMID Growth ETF (CSMD) and Motley Fool Next Index ETF (TMFX).

CSMD and TMFX 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. TMFX is a passively managed fund by Motley Fool that tracks the performance of the Motley Fool Next Index. It was launched on Dec 29, 2021.

Performance

CSMD vs. TMFX - Performance Comparison

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

CSMD vs. TMFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
CSMD Congress SMID Growth ETF	-2.88%	5.68%	12.70%	6.44%
TMFX Motley Fool Next Index ETF	-7.32%	10.41%	16.04%	10.19%

Returns By Period

In the year-to-date period, CSMD achieves a -2.88% return, which is significantly higher than TMFX's -7.32% return.

CSMD

• 1D: 3.47%
• 1M: -8.78%
• YTD: -2.88%
• 6M: -7.81%
• 1Y: 11.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —

TMFX

• 1D: 3.29%
• 1M: -7.00%
• YTD: -7.32%
• 6M: -7.58%
• 1Y: 9.33%
• 3Y*: 9.63%
• 5Y*: —
• 10Y*: —

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

CSMD vs. TMFX - Expense Ratio Comparison

CSMD has a 0.68% expense ratio, which is higher than TMFX's 0.50% expense ratio.

CSMD

Congress SMID Growth ETF

TMFX

Motley Fool Next Index ETF

Return for Risk

CSMD vs. TMFX — Risk / Return Rank

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

CSMD

CSMD Risk / Return Rank: 28
CSMD Sharpe Ratio Rank: 27
CSMD Sortino Ratio Rank: 29
CSMD Omega Ratio Rank: 26
CSMD Calmar Ratio Rank: 30
CSMD Martin Ratio Rank: 29

TMFX

TMFX Risk / Return Rank: 27
TMFX Sharpe Ratio Rank: 25
TMFX Sortino Ratio Rank: 27
TMFX Omega Ratio Rank: 26
TMFX Calmar Ratio Rank: 28
TMFX Martin Ratio Rank: 28

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. TMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and Motley Fool Next Index ETF (TMFX). 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	TMFX	Difference
Sharpe ratio Return per unit of total volatility	0.49	0.41	+0.08
Sortino ratio Return per unit of downside risk	0.86	0.75	+0.11
Omega ratio Gain probability vs. loss probability	1.11	1.10	+0.01
Calmar ratio Return relative to maximum drawdown	0.74	0.64	+0.11
Martin ratio Return relative to average drawdown	2.47	2.25	+0.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CSMD vs. TMFX - Sharpe Ratio Comparison

The current CSMD Sharpe Ratio is 0.49, which is comparable to the TMFX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of CSMD and TMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CSMD	TMFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.49	0.41	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.01	+0.42

Correlation

The correlation between CSMD and TMFX is 0.89, 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. TMFX - Dividend Comparison

CSMD has not paid dividends to shareholders, while TMFX's dividend yield for the trailing twelve months is around 0.05%.

	TTM	2025	2024	2023	2022
CSMD Congress SMID Growth ETF	0.00%	0.00%	0.40%	0.02%	0.00%
TMFX Motley Fool Next Index ETF	0.05%	0.05%	0.06%	0.16%	0.22%

Drawdowns

CSMD vs. TMFX - Drawdown Comparison

The maximum CSMD drawdown since its inception was -22.54%, smaller than the maximum TMFX drawdown of -34.30%. Use the drawdown chart below to compare losses from any high point for CSMD and TMFX.

Drawdown Indicators

	CSMD	TMFX	Difference
Max Drawdown Largest peak-to-trough decline	-22.54%	-34.30%	+11.76%
Max Drawdown (1Y) Largest decline over 1 year	-14.79%	-14.74%	-0.05%
Current Drawdown Current decline from peak	-11.83%	-11.12%	-0.71%
Average Drawdown Average peak-to-trough decline	-4.71%	-14.74%	+10.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.46%	4.19%	+0.27%

Volatility

CSMD vs. TMFX - Volatility Comparison

Congress SMID Growth ETF (CSMD) has a higher volatility of 7.98% compared to Motley Fool Next Index ETF (TMFX) at 6.50%. This indicates that CSMD's price experiences larger fluctuations and is considered to be riskier than TMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSMD	TMFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.98%	6.50%	+1.48%
Volatility (6M) Calculated over the trailing 6-month period	14.86%	13.03%	+1.83%
Volatility (1Y) Calculated over the trailing 1-year period	22.59%	23.11%	-0.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.70%	23.63%	-3.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.70%	23.63%	-3.93%