Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
RFGvsCSMDETF Comparison
Invesco S&P MidCap 400® Pure Growth ETF (RFG) belongs to the US Mid Cap Growth segment. Congress SMid Growth ETF (CSMD) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Industrials, Health Care and Information Technology. RFG is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.9% for CSMD. RFG is up 4.39% year-to-date (YTD) with +$2M in YTD flows. CSMD performs worse with -0.8% YTD performance, and +$7M in YTD flows. Run a side-by-side ETF comparison of RFG 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.
RFG vs CSMD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RFG CSMD | -3.92%-7.01% | +3.85%-1.88% | +4.39%-0.80% | +27.59%+16.13% | +59.30%n/a | +26.40%n/a |
| Flows | RFG CSMD | +$549K-$20M | -$936K+$20M | +$2M+$7M | -$41M+$128M | -$53M- | -$138M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RFG CSMD | +19.62%+18.73% | +22.80%+22.08% | +19.73%n/a | +22.64%n/a |
| Max drawdown | RFG CSMD | -7.22%-9.98% | -14.87%-13.31% | -26.58%n/a | -35.14%n/a |
| Max drawdown duration | RFG CSMD | 11d50d | 44d38d | 380dn/a | 836dn/a |
RFG | CSMD | |
Last sale 3/13/2026 at 1:30 PM | $54.75 | $31.33 |
| Previous close 03/12/2026 | $54.97 | $31.53 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
RFG | CSMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
RFG | CSMD | |
|---|---|---|
| Last price | $54.75 | $31.33 |
| 1D performance | -0.40% | -0.62% |
| AuM | $302.68 M | $410.19 M |
| E/R | 0.35% | 0.9% |
RFG | CSMD | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Invesco | Congress Asset Management |
| Benchmark | S&P MidCap 400 Pure Growth Index | - |
| N° of holdings | 87 | 41 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 1, 2006 | August 22, 2023 |
| 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 RFG and CSMD ETFs performed in 2026?
As of March 13, 2026, RFG is up 4.39% year-to-date (YTD), while CSMD has lost -0.8%. That puts RFG better performer ahead so far this year.
Which ETF is attracting more investor money: RFG or CSMD?
Year-to-date, the RFG ETF saw +$2M in flows, compared to +$7M for CSMD.
Which ETF is more volatile: RFG or CSMD?
Over the past year, RFG had a volatility of 22.8%, while CSMD experienced 22.08%.
Which ETF is bigger: RFG or CSMD?
As of March 13, 2026, RFG holds $302.68 M in assets under management (AUM), while CSMD manages $410.19 M.
What sectors do the RFG and CSMD ETFs invest in?
RFG leans toward sectors like Industrials, Health Care and Information Technology. Meanwhile, CSMD focuses on Industrials, Health Care and Information Technology.
What are the top holdings of the RFG ETF and CSMD ETF?
RFG top holdings include HECLA MINING, MEDPACE HOLDINGS INC and AEROVIRONMENT. CSMD holds in its top three: CURTISS WRIGHT, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA.
Which ETF is more diversified: RFG or CSMD?
RFG holds 91 securities with 29.38% of its assets in the top 15. CSMD has 42 securities and a top 15 weight of 51.02%.
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
