New

Ready-made ETF portfolios built for real investor needs. Explore now →

Advertisement
Advertisement

IJKvsCSMDETF Comparison

ETF 1
IJK

iShares S&P Mid-Cap 400 Growth ETF

This fund is part of
US Mid Cap Growth
+0.17%
VS
ETF 2
CSMD

Congress SMid Growth ETF

This fund is part of
US Multi-Factor
+0.07%

iShares S&P Mid-Cap 400 Growth ETF (IJK) belongs to the US Mid Cap Growth segment. Congress SMid Growth ETF (CSMD) is part of the US Multi-Factor segment. IJK's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, CSMD's top sector exposures are Industrials, Health Care and Information Technology. IJK is less expensive with a Total Expense Ratio (TER) of 0.17%, versus 0.9% for CSMD. IJK is up 12.72% year-to-date (YTD) with +$312M in YTD flows. CSMD performs worse with 3.21% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of IJK and CSMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios.  Discover our library of Model portfolios

IJK vs CSMD performance and flow charts

Performance

0.02.04.06.08.0%Apr 1Apr 9Apr 16Apr 23Apr 30

Cumulative Flows

-400 M-300 M-200 M-100 M0 M100 MApr 1Apr 9Apr 16Apr 23Apr 30

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

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 05/01/2026
1M3MYTD1Y3Y5Y
Perf.
IJK
CSMD
+7.25%+5.40%
+7.25%-3.09%
+12.72%+3.21%
+31.51%+16.61%
+56.99%n/a
+39.61%n/a
Flows
IJK
CSMD
-$130M+$2M
+$420M-$2M
+$312M+$16M
-$26M+$117M
-$452M-
-$481M-
Volatility and drawdown
3M1Y3Y5Y
Volatility
IJK
CSMD
+21.83%+23.40%
+17.23%+18.96%
+18.66%n/a
+20.61%n/a
Max drawdown
IJK
CSMD
-9.92%-12.77%
-9.92%-14.80%
-25.48%n/a
-29.27%n/a
Max drawdown duration
IJK
CSMD
45d81d
45d99d
379dn/a
834dn/a
Trading data

Create an account to view trading data

Join for free
IJK
CSMD
Last sale
5/1/2026 at 1:30 PM
$109.12
$32.63
Previous close
04/29/2026
$108.71
$32.45
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of April 30, 2026
1-year trailing difference

Create an account to view replication metrics

Join for free

CSMD
is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free
IJK
CSMD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
Advertisement
Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
IJK
CSMD
Last price
$109.12
$32.63
1D performance
+0.38%
+0.55%
AuM$10.61 B$435.58 M
E/R0.17%0.9%
Characteristics
IJK
CSMD
Management strategyPassiveActive
ProvideriSharesCongress Asset Management
BenchmarkS&P MidCap 400 Growth Index-
N° of holdings23242
Asset classEquities-
Trailing 12m distribution yield
Join
Join
Inception dateJuly 24, 2000August 22, 2023
ESGNoNo
Advertisement
Exposure

Countries

IJK
USA
90.53%
Other
9.47%
CSMD
USA
88.92%
Other
11.08%

Sectors

IJK
Industrials
25.32%
Information Techn.
18.47%
Health Care
14.42%
Consumer Discreti.
9.23%
Other
32.56%
CSMD
Industrials
23.29%
Health Care
18.63%
Information Techn.
17.92%
Consumer Discreti.
9.45%
Other
30.71%
Advertisement

Diversification

IJK

Total weight of top 15 holdings out of 15

20.18%
CSMD

Total weight of top 15 holdings out of 15

48.16%

Top 15 holdings

Data as of March 31, 2026
IJK
TECHNIPFMC PLC
1.71%
CASEYS GENERAL STORES
1.65%
UTD THERAPEUT
1.57%
CURTISS WRIGHT
1.54%
FLEX LTD
1.48%
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
1.15%
FABRINET
1.15%
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%
Frequently asked questions about IJK and CSMD

How have the IJK and CSMD ETFs performed in 2026?

As of May 1, 2026, IJK is up 12.72% year-to-date (YTD), while CSMD has returned 3.21%. That puts IJK better performer ahead so far this year.

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

Year-to-date, the IJK ETF saw +$312M in flows, compared to +$16M for CSMD.

Which ETF is more volatile: IJK or CSMD?

Over the past year, IJK had a volatility of 17.23%, while CSMD experienced 18.96%.

Which ETF is bigger: IJK or CSMD?

As of May 1, 2026, IJK holds $10.61 B in assets under management (AUM), while CSMD manages $435.58 M.

What sectors do the IJK and CSMD ETFs invest in?

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

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

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

Which ETF is more diversified: IJK or CSMD?

IJK holds 243 securities with 20.18% of its assets in the top 15. CSMD has 44 securities and a top 15 weight of 48.16%.

Advertisement
Advertisement
Advertisement
Webcast on Demand

Calamos Investments Powers the Next Phase of the Autocallable Revolution

Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.

Accepted for 1 CE Credit

Calamos Webcast