QQJG vs. CSMD

Last updated Apr 1, 2026

Compare and contrast key facts about Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and Congress SMID Growth ETF (CSMD).

QQJG and CSMD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQJG is a passively managed fund by Invesco that tracks the performance of the Nasdaq Next Generation 100 ESG Index - Benchmark TR Gross. It was launched on Oct 27, 2021. CSMD is an actively managed fund by Congress. It was launched on Aug 21, 2023.

Performance

QQJG vs. CSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and Congress SMID Growth ETF (CSMD). The values are adjusted to include any dividend payments, if applicable.

QQJG vs. CSMD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	1.44%	18.05%	14.67%	7.55%
CSMD Congress SMID Growth ETF	-2.88%	5.68%	12.70%	6.44%

Returns By Period

In the year-to-date period, QQJG achieves a 1.44% return, which is significantly higher than CSMD's -2.88% return.

QQJG

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.44%
• 6M: 3.93%
• 1Y: 28.17%
• 3Y*: 14.20%
• 5Y*: —
• 10Y*: —

CSMD

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

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

QQJG vs. CSMD - Expense Ratio Comparison

QQJG has a 0.20% expense ratio, which is lower than CSMD's 0.68% expense ratio.

CSMD

Congress SMID Growth ETF

QQJG

Invesco ESG NASDAQ Next Gen 100 ETF

Return for Risk

QQJG vs. CSMD — Risk / Return Rank

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

QQJG

QQJG Risk / Return Rank: 73
QQJG Sharpe Ratio Rank: 73
QQJG Sortino Ratio Rank: 75
QQJG Omega Ratio Rank: 77
QQJG Calmar Ratio Rank: 64
QQJG Martin Ratio Rank: 75

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

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.

QQJG vs. CSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and Congress SMID Growth ETF (CSMD). 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.

	QQJG	CSMD	Difference
Sharpe ratio Return per unit of total volatility	1.31	0.49	+0.82
Sortino ratio Return per unit of downside risk	1.92	0.86	+1.05
Omega ratio Gain probability vs. loss probability	1.29	1.11	+0.18
Calmar ratio Return relative to maximum drawdown	1.63	0.74	+0.89
Martin ratio Return relative to average drawdown	7.94	2.47	+5.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QQJG vs. CSMD - Sharpe Ratio Comparison

The current QQJG Sharpe Ratio is 1.31, which is higher than the CSMD Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of QQJG and CSMD, 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

	QQJG	CSMD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	0.49	+0.82
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.42	-0.26

Correlation

The correlation between QQJG and CSMD is 0.82, 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

QQJG vs. CSMD - Dividend Comparison

QQJG's dividend yield for the trailing twelve months is around 13.86%, while CSMD has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	13.86%	0.68%	0.65%	0.54%	0.70%	0.08%
CSMD Congress SMID Growth ETF	0.00%	0.00%	0.40%	0.02%	0.00%	0.00%

Drawdowns

QQJG vs. CSMD - Drawdown Comparison

The maximum QQJG drawdown since its inception was -36.76%, which is greater than CSMD's maximum drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for QQJG and CSMD.

Drawdown Indicators

	QQJG	CSMD	Difference
Max Drawdown Largest peak-to-trough decline	-36.76%	-22.54%	-14.22%
Max Drawdown (1Y) Largest decline over 1 year	-14.51%	-14.79%	+0.28%
Current Drawdown Current decline from peak	-2.09%	-11.83%	+9.74%
Average Drawdown Average peak-to-trough decline	-15.85%	-4.71%	-11.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.12%	4.46%	-1.34%

Volatility

QQJG vs. CSMD - Volatility Comparison

The current volatility for Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) is 0.00%, while Congress SMID Growth ETF (CSMD) has a volatility of 7.98%. This indicates that QQJG experiences smaller price fluctuations and is considered to be less risky than CSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QQJG	CSMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	7.98%	-7.98%
Volatility (6M) Calculated over the trailing 6-month period	11.78%	14.86%	-3.08%
Volatility (1Y) Calculated over the trailing 1-year period	21.80%	22.59%	-0.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.13%	19.70%	+2.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.13%	19.70%	+2.43%