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CSMDvsIVOGETF Comparison
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 down -0.8% year-to-date (YTD) with +$7M in YTD flows. IVOG performs better with 3.11% YTD performance, and +$16M 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.
CSMD vs IVOG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CSMD IVOG | -7.01%-4.28% | -1.88%+2.39% | -0.80%+3.11% | +16.13%+23.45% | n/a+50.36% | n/a+30.16% |
| Flows | CSMD IVOG | -$20M-$9M | +$20M+$18M | +$7M+$16M | +$128M+$165M | -+$350M | -+$268M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CSMD IVOG | +18.73%+17.77% | +22.08%+21.96% | n/a+18.38% | n/a+20.68% |
| Max drawdown | CSMD IVOG | -9.98%-7.52% | -13.31%-15.01% | n/a-25.47% | n/a-29.28% |
| Max drawdown duration | CSMD IVOG | 50d11d | 38d46d | n/a379d | n/a829d |
CSMD | IVOG | |
Last sale 3/13/2026 at 1:30 PM | $31.33 | $124.17 |
| Previous close 03/12/2026 | $31.53 | $124.46 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CSMD | IVOG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CSMD | IVOG | |
|---|---|---|
| Last price | $31.33 | $124.17 |
| 1D performance | -0.62% | -0.23% |
| AuM | $410.19 M | $1.41 B |
| E/R | 0.9% | 0.1% |
CSMD | IVOG | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Congress Asset Management | Vanguard |
| Benchmark | - | S&P MidCap 400 Growth Index |
| N° of holdings | 41 | 230 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 22, 2023 | September 7, 2010 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CSMD and IVOG ETFs performed in 2026?
As of March 13, 2026, CSMD is down -0.8% year-to-date (YTD), while IVOG has returned 3.11%. 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 +$7M in flows, compared to +$16M for IVOG.
Which ETF is more volatile: CSMD or IVOG?
Over the past year, CSMD had a volatility of 22.08%, while IVOG experienced 21.96%.
Which ETF is bigger: CSMD or IVOG?
As of March 13, 2026, CSMD holds $410.19 M in assets under management (AUM), while IVOG manages $1.41 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 CURTISS WRIGHT, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. IVOG holds in its top three: CIENA, US19247G1076 and LUMENTUM HOLDINGS.
Which ETF is more diversified: CSMD or IVOG?
CSMD holds 42 securities with 51.02% of its assets in the top 15. IVOG has 240 securities and a top 15 weight of 20.13%.
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