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CSMDvsSCDVETF Comparison
Congress SMid Growth ETF (CSMD) belongs to the US Multi-Factor segment. Bahl & Gaynor Small Cap Dividend ETF (SCDV) is part of the US High Dividend segment. CSMD's top 3 sector exposures are Industrials, Health Care and Information Technology. In contrast, SCDV's top sector exposures are Industrials, Health Care and Financials. CSMD is more expensive with a Total Expense Ratio (TER) of 0.9%, versus 0.7% for SCDV. CSMD is down -0.8% year-to-date (YTD) with +$7M in YTD flows. SCDV performs better with 5.39% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of CSMD and SCDV 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 SCDV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CSMD SCDV | -7.01%-8.02% | -1.88%+4.71% | -0.80%+5.39% | +16.13%+19.97% | n/an/a | n/an/a |
| Flows | CSMD SCDV | -$20M+$3M | +$20M+$7M | +$7M+$5M | +$128M+$22M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CSMD SCDV | +18.73%+14.89% | +22.08%+18.61% | n/an/a | n/an/a |
| Max drawdown | CSMD SCDV | -9.98%-8.40% | -13.31%-12.33% | n/an/a | n/an/a |
| Max drawdown duration | CSMD SCDV | 50d19d | 38d44d | n/an/a | n/an/a |
CSMD | SCDV | |
Last sale 3/13/2026 at 1:30 PM | $31.33 | $25.14 |
| Previous close 03/12/2026 | $31.53 | $25.25 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
CSMD | SCDV | |
|---|---|---|
| Last price | $31.33 | $25.14 |
| 1D performance | -0.62% | -0.46% |
| AuM | $410.19 M | $135.55 M |
| E/R | 0.9% | 0.7% |
CSMD | SCDV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Congress Asset Management | Bahl & Gaynor |
| Benchmark | - | - |
| N° of holdings | 41 | 33 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 22, 2023 | December 12, 2024 |
| 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 SCDV ETFs performed in 2026?
As of March 13, 2026, CSMD is down -0.8% year-to-date (YTD), while SCDV has returned 5.39%. That puts SCDV better performer ahead so far this year.
Which ETF is attracting more investor money: CSMD or SCDV?
Year-to-date, the CSMD ETF saw +$7M in flows, compared to +$5M for SCDV.
Which ETF is more volatile: CSMD or SCDV?
Over the past year, CSMD had a volatility of 22.08%, while SCDV experienced 18.61%.
Which ETF is bigger: CSMD or SCDV?
As of March 13, 2026, CSMD holds $410.19 M in assets under management (AUM), while SCDV manages $135.55 M.
What sectors do the CSMD and SCDV ETFs invest in?
CSMD leans toward sectors like Industrials, Health Care and Information Technology. Meanwhile, SCDV focuses on Industrials, Health Care and Financials.
What are the top holdings of the CSMD ETF and SCDV ETF?
CSMD top holdings include CURTISS WRIGHT, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. SCDV holds in its top three: ENSIGN GROUP, GILDAN ACTIVEWEAR and CURTISS WRIGHT.
Which ETF is more diversified: CSMD or SCDV?
CSMD holds 42 securities with 51.02% of its assets in the top 15. SCDV has 35 securities and a top 15 weight of 67.55%.
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