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CSMDvsIVOGETF Comparison

ETF 1

CSMD

Congress SMid Growth ETF

This fund is part of

US Multi-Factor

-0.38%

Full CSMD fund page

VS

ETF 2

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

This fund is part of

US Mid Cap Growth

-0.58%

Full IVOG fund page

Congress SMid Growth ETF (CSMD) belongs to the US Multi-Factor segment. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is part of the US Mid Cap Growth segment. CSMD's top 3 sector exposures are Industrials, Health Care and Information Technology. In contrast, IVOG's top sector exposures are Industrials, Information Technology and Health Care. CSMD is more expensive with a Total Expense Ratio (TER) of 0.9%, versus 0.1% for IVOG. CSMD is up 1.48% year-to-date (YTD) with +$19M in YTD flows. IVOG performs better with 11.2% YTD performance, and +$40M in YTD flows. Run a side-by-side ETF comparison of CSMD and IVOG 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 IVOG performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CSMD IVOG	+8.08%+10.73%	-5.88%+4.70%	+1.48%+11.20%	+15.69%+31.45%	n/a+55.26%	n/a+35.31%
Flows	CSMD IVOG	-$9M+$23M	+$5M+$20M	+$19M+$40M	+$122M+$193M	-+$378M	-+$293M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CSMD IVOG	+22.82%+21.50%	+18.74%+17.06%	n/a+18.54%	n/a+20.77%
Max drawdown	CSMD IVOG	-12.92%-9.92%	-14.80%-9.92%	n/a-25.47%	n/a-29.28%
Max drawdown duration	CSMD IVOG	90d45d	96d45d	n/a379d	n/a829d

Trading data

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	CSMD	IVOG
Last sale 4/29/2026 at 1:30 PM	$31.63	$132.62
Previous close 04/28/2026	$32.05	$133.72
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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CSMD

is actively managed and doesn’t replicate an index

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	CSMD	IVOG
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	CSMD	IVOG
Last price	$31.63	$132.62
1D performance	-1.32%	-0.82%
AuM	$431.16 M	$1.54 B
E/R	0.9%	0.1%

Characteristics

	CSMD	IVOG
Management strategy	Active	Passive
Provider	Congress Asset Management	Vanguard
Benchmark	-	S&P MidCap 400 Growth Index
N° of holdings	42	232
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	August 22, 2023	September 7, 2010
ESG	No	No

More CSMD data on Trackinsight

More IVOG data on Trackinsight

Exposure

Countries

CSMD

USA

88.92%

Other

11.08%

IVOG

USA

90.27%

Other

9.73%

Sectors

CSMD

Industrials

23.29%

Health Care

18.63%

Information Techn.

17.92%

Consumer Discreti.

9.45%

Other

30.71%

IVOG

Industrials

25.27%

Information Techn.

18.43%

Health Care

14.39%

Consumer Discreti.

9.21%

Other

32.7%

Diversification

CSMD

Total weight of top 15 holdings out of 15

48.16%

IVOG

Total weight of top 15 holdings out of 15

20.14%

Top 15 holdings

Data as of March 31, 2026

CSMD

STERLING INFRASTRUCTURE INC

6.26%

CURTISS WRIGHT

4.19%

NVENT ELECTRIC PLC

4.09%

COMFORT SYSTEMS USA

3.34%

BJS WHOLESALE CLUB HOLDINGS INC

3.22%

VALMONT INDUSTRS

3.14%

PENUMBRA

3.06%

CARPENTER TECHNOLOGY

2.83%

RANGE RESOURCES

2.79%

RAMBUS

2.70%

US4859241048

2.57%

MEDPACE HOLDINGS INC

2.52%

PRESTIGE CONSUMER HEALTHCARE

2.52%

TRACTOR SUPPLY

2.48%

HALOZYME THERAPEUTICS

2.45%

IVOG

TECHNIPFMC PLC

1.71%

CASEYS GENERAL STORES

1.65%

UTD THERAPEUT

1.56%

CURTISS WRIGHT

1.54%

FLEX LTD

1.47%

XPO LOGISTICS

1.40%

WOODWARD

1.31%

ROYAL GOLD

1.26%

ATI INC

1.21%

MICHAEL STORES

1.21%

CARPENTER TECHNOLOGY

1.20%

NVENT ELECTRIC PLC

1.17%

TWILIO

1.17%

BWX TECHNOLOGIES INC

1.14%

FABRINET

1.14%

Frequently asked questions about CSMD and IVOG

How have the CSMD and IVOG ETFs performed in 2026?

As of April 28, 2026, CSMD is up 1.48% year-to-date (YTD), while IVOG has returned 11.2%. That puts IVOG better performer ahead so far this year.

Which ETF is attracting more investor money: CSMD or IVOG?

Year-to-date, the CSMD ETF saw +$19M in flows, compared to +$40M for IVOG.

Which ETF is more volatile: CSMD or IVOG?

Over the past year, CSMD had a volatility of 18.74%, while IVOG experienced 17.06%.

Which ETF is bigger: CSMD or IVOG?

As of April 28, 2026, CSMD holds $431.16 M in assets under management (AUM), while IVOG manages $1.54 B.

What sectors do the CSMD and IVOG ETFs invest in?

CSMD leans toward sectors like Industrials, Health Care and Information Technology. Meanwhile, IVOG focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the CSMD ETF and IVOG ETF?

CSMD top holdings include STERLING INFRASTRUCTURE INC, CURTISS WRIGHT and NVENT ELECTRIC PLC. IVOG holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

CSMDvsIVOGETF Comparison

Congress SMid Growth ETF

Vanguard S&P Mid-Cap 400 Growth ETF

CSMD vs IVOG performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CSMD and IVOG ETFs performed in 2026?

As of April 28, 2026, CSMD is up 1.48% year-to-date (YTD), while IVOG has returned 11.2%. That puts IVOG better performer ahead so far this year.

Which ETF is attracting more investor money: CSMD or IVOG?

Year-to-date, the CSMD ETF saw +$19M in flows, compared to +$40M for IVOG.

Which ETF is more volatile: CSMD or IVOG?

Over the past year, CSMD had a volatility of 18.74%, while IVOG experienced 17.06%.

Which ETF is bigger: CSMD or IVOG?

As of April 28, 2026, CSMD holds $431.16 M in assets under management (AUM), while IVOG manages $1.54 B.

What sectors do the CSMD and IVOG ETFs invest in?

CSMD leans toward sectors like Industrials, Health Care and Information Technology. Meanwhile, IVOG focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the CSMD ETF and IVOG ETF?

CSMD top holdings include STERLING INFRASTRUCTURE INC, CURTISS WRIGHT and NVENT ELECTRIC PLC. IVOG holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

Which ETF is more diversified: CSMD or IVOG?

CSMD holds 44 securities with 48.16% of its assets in the top 15. IVOG has 242 securities and a top 15 weight of 20.14%.

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