CSMDvsFFOXETF Comparison
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Congress SMid Growth ETF (CSMD) belongs to the US Multi-Factor segment. FundX Future Fund Opportunities ETF (FFOX) is part of the Multiple Trends segment. CSMD's top 3 sector exposures are Technology, Industrials and Healthcare. In contrast, FFOX's top sector exposures are Industrials, Healthcare and Technology. CSMD is less expensive with a Total Expense Ratio (TER) of 0.68%, versus 1.02% for FFOX. CSMD is up 6.04% year-to-date (YTD) with +$20M in YTD flows. FFOX performs better with 6.23% YTD performance, and +$37M in YTD flows. Run a side-by-side ETF comparison of CSMD and FFOX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CSMD vs FFOX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CSMD FFOX | -8.15%-4.47% | +3.29%+0.84% | +6.04%+6.23% | +3.27%+11.65% | n/an/a | n/an/a |
| Flows | CSMD FFOX | +$2M+$2M | +$2M+$12M | +$20M+$37M | +$100M+$71M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CSMD FFOX | +21.94%+16.71% | +20.42%+17.50% | n/an/a | n/an/a |
| Max drawdown | CSMD FFOX | -9.67%-6.75% | -14.80%-12.49% | n/an/a | n/an/a |
| Max drawdown duration | CSMD FFOX | 30d24d | 130d49d | n/an/a | n/an/a |
Trading data
CSMD | FFOX | |
Last sale 7/31/2026 at 1:30 PM | $33.71 | $29.03 |
| Previous close 07/30/2026 | $33.53 | $28.94 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
CSMD | FFOX | |
|---|---|---|
| Last price | $33.71 | $29.03 |
| 1D performance | +0.54% | +0.31% |
| AuM | $451.55 M | $231.69 M |
| E/R | 0.68% | 1.02% |
Characteristics
CSMD | FFOX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Congress Asset Management | FundX |
| Benchmark | - | - |
| N° of holdings | 46 | 72 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 22, 2023 | June 9, 2025 |
| ESG | No | No |
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Exposure
Countries
CSMD
USA
92.13%
Other
7.87%
FFOX
USA
90.23%
Other
9.77%
Sectors
CSMD
Technology
21.11%
Industrials
20.93%
Healthcare
19.65%
Non-Energy Materi.
10.95%
Finance
8.23%
Other
19.13%
FFOX
Industrials
19.07%
Healthcare
18.45%
Technology
18.39%
Finance
10.57%
Non-Energy Materi.
8.57%
Consumer Services
7.45%
Other
17.5%
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Diversification
CSMD
Total weight of top 15 holdings out of 15
46.04%
FFOX
Total weight of top 15 holdings out of 15
32.06%
Top 15 holdings
Data as of June 30, 2026
CSMD
Curtiss-Wright Corp.
4.13%
Valmont Industries, Inc.
3.88%
Carpenter Technology Corp.
3.77%
nVent Electric Plc
3.63%
Sterling Infrastructure, Inc.
3.46%
Rambus, Inc.
3.24%
Rubrik, Inc.
3.17%
Repligen Corp.
2.75%
Novanta, Inc.
2.64%
Ligand Pharmaceuticals, Inc.
2.64%
Entegris, Inc.
2.64%
Affirm Holdings, Inc.
2.61%
UFP Technologies, Inc.
2.54%
Halozyme Therapeutics, Inc.
2.47%
Dutch Bros, Inc.
2.47%
FFOX
Guardant Health, Inc.
3.15%
Halozyme Therapeutics, Inc.
3.12%
Carpenter Technology Corp.
2.20%
BWX Technologies, Inc.
2.17%
Ionis Pharmaceuticals, Inc.
2.15%
StoneX Group, Inc.
2.06%
Ciena Corp.
2.05%
Globus Medical, Inc.
2.03%
Mercury Systems, Inc.
2.00%
Natera, Inc.
1.99%
Advanced Drainage Systems, Inc.
1.90%
Ligand Pharmaceuticals, Inc.
1.89%
FirstCash Holdings, Inc.
1.81%
Wintrust Financial Corp.
1.80%
Standex International Corp.
1.74%
Frequently asked questions about CSMD and FFOX
How have the CSMD and FFOX ETFs performed in 2026?
As of July 30, 2026, CSMD is up 6.04% year-to-date (YTD), while FFOX has returned 6.23%. That puts FFOX better performer ahead so far this year.
Which ETF is attracting more investor money: CSMD or FFOX?
Year-to-date, the CSMD ETF saw +$20M in flows, compared to +$37M for FFOX.
Which ETF is more volatile: CSMD or FFOX?
Over the past year, CSMD had a volatility of 20.42%, while FFOX experienced 17.5%.
Which ETF is bigger: CSMD or FFOX?
As of July 30, 2026, CSMD holds $451.55 M in assets under management (AUM), while FFOX manages $231.69 M.
What sectors do the CSMD and FFOX ETFs invest in?
CSMD leans toward sectors like Technology, Industrials and Healthcare. Meanwhile, FFOX focuses on Industrials, Healthcare and Technology.
What are the top holdings of the CSMD ETF and FFOX ETF?
CSMD top holdings include Curtiss-Wright Corp., Valmont Industries, Inc. and Carpenter Technology Corp.. FFOX holds in its top three: Guardant Health, Inc., Halozyme Therapeutics, Inc. and Carpenter Technology Corp..
Which ETF is more diversified: CSMD or FFOX?
CSMD holds 46 securities with 46.04% of its assets in the top 15. FFOX has 72 securities and a top 15 weight of 32.06%.
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