CAML vs ISMD

Comparison between CONGRESS LARGE CAP GROWTH ETF (CAML, ETF) and INSPIRE SMALL/MID CAP ETF (ISMD, ETF).

CAML vs ISMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAML(ETF)	ISMD(ETF)
Net Assets	$381M	$382M
Expense Ratio	0.65%	0.53%
Max Drawdown	21.06%	45.54%
Sharpe Ratio	0.21	1.51
5Y Beta	1.09	0.94
P/E Ratio	39.75	-41.91
Forward P/E	29.70	14.74
PEG Ratio	0.39	N/A
5Y Dividends CAGR	N/A	12.36%
5Y EPS CAGR	31.89%	4.45%
Debt to Equity	21.30%	75.93%
P/S Ratio	7.85	1.11
P/B Ratio	10.59	1.61

Net Assets

CAML

$381M

Winner

ISMD

$382M

Expense Ratio

CAML

0.65%

Winner

ISMD

0.53%

Max Drawdown

Winner

CAML

21.06%

ISMD

45.54%

Sharpe Ratio

CAML

0.21

Winner

ISMD

1.51

5Y Beta

CAML

1.09

Winner

ISMD

0.94

P/E Ratio

CAML

39.75

Winner

ISMD

-41.91

Forward P/E

CAML

29.70

Winner

ISMD

14.74

PEG Ratio

CAML

0.39

ISMD

N/A

5Y Dividends CAGR

CAML

N/A

ISMD

12.36%

5Y EPS CAGR

Winner

CAML

31.89%

ISMD

4.45%

Debt to Equity

Winner

CAML

21.30%

ISMD

75.93%

P/S Ratio

CAML

7.85

Winner

ISMD

1.11

P/B Ratio

CAML

10.59

Winner

ISMD

1.61

CAML vs ISMD - Holdings Comparison

CAML and ISMD have 1 common holdings. Overlap is -0.35%

CAML's top 25 holdings weight is 77.17%. ISMD's top 25 holdings weight is 6.17%.

Rank	CAML	ISMD
#1	NVIDIA CORP (NVDA) - 7.33%	CASH & CASH EQUIVALENTS (n/a) - 0.49%
#2	APPLE INC (AAPL) - 5.61%	CBIZ INC (CBZ) - 0.26%
#3	MICROSOFT CORP (MSFT) - 4.59%	TASKUS INC CLASS A (TASK) - 0.26%
#4	ALPHABET INC CLASS A (GOOGL) - 4.57%	PAR PACIFIC HOLDINGS INC (PARR) - 0.26%
#5	BROADCOM INC (AVGO) - 4.01%	AMPLITUDE INC CLASS A (AMPL) - 0.26%
#6	GE VERNOVA INC (GEV) - 4.00%	WEAVE COMMUNICATIONS INC (WEAV) - 0.25%
#7	AMPHENOL CORP CLASS A (APH) - 3.34%	ORTHOFIX MEDICAL INC (OFIX) - 0.24%
#8	ARISTA NETWORKS INC (ANET) - 2.82%	DORIAN LPG LTD (LPG) - 0.24%
#9	MONGODB INC CLASS A (MDB) - 2.74%	KFORCE INC (KFRC) - 0.24%
#10	HOWMET AEROSPACE INC (HWM) - 2.72%	CRA INTERNATIONAL INC (CRAI) - 0.24%
#11	META PLATFORMS INC CLASS A (META) - 2.66%	ENOVIS CORP (ENOV) - 0.24%
#12	WELLTOWER INC (WELL) - 2.65%	QUALYS INC (QLYS) - 0.24%
#13	THE GOLDMAN SACHS GROUP INC (GS) - 2.58%	KOSMOS ENERGY LTD (KOS) - 0.24%
#14	VISA INC CLASS A (V) - 2.54%	THE BRINK'S CO (BCO) - 0.23%
#15	ARM HOLDINGS PLC ADR (ARM) - 2.54%	GREEN PLAINS INC (GPRE) - 0.23%
#16	EATON CORP PLC (ETN) - 2.50%	DEFINITIVE HEALTHCARE CORP CLASS A (DH) - 0.23%
#17	ASML HOLDING NV ADR (ASML) - 2.46%	EXPRO LTD (n/a) - 0.23%
#18	AMAZON.COM INC (AMZN) - 2.33%	CLEAN ENERGY FUELS CORP (CLNE) - 0.23%
#19	COSTCO WHOLESALE CORP (COST) - 2.27%	INSPERITY INC (NSP) - 0.23%
#20	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.25%	DARLING INGREDIENTS INC (DAR) - 0.23%
#21	WILLIAMS COMPANIES INC (WMB) - 2.22%	HIGHPEAK ENERGY INC ORDINARY SHARES (HPK) - 0.22%
#22	PARKER HANNIFIN CORP (PH) - 2.20%	EXLSERVICE HOLDINGS INC (EXLS) - 0.22%
#23	ECOLAB INC (ECL) - 2.18%	GERON CORP (GERN) - 0.22%
#24	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.13%	KARAT PACKAGING INC (KRT) - 0.22%
#25	O'REILLY AUTOMOTIVE INC (ORLY) - 1.93%	THE HONEST CO INC (HNST) - 0.22%
Total Holdings	42	465

CAML vs ISMD - Historical Returns

Returns include dividend reinvestment.

Period	CAML	ISMD
1 month	-0.59%	+2.18%
3 months	+0.62%	+11.31%
6 months	+2.61%	+18.55%
1 year	+5.03%	+32.76%
5 years(CAGR)	N/A	+10.04%
10 years(CAGR)	N/A	+9.86%
Max(CAGR)	+16.51%	+9.86%

CAML

-0.59%

Winner

ISMD

+2.18%

CAML

+0.62%

Winner

ISMD

+11.31%

CAML

+2.61%

Winner

ISMD

+18.55%

CAML

+5.03%

Winner

ISMD

+32.76%

5Y(CAGR)

CAML

N/A

ISMD

+10.04%

10Y(CAGR)

CAML

N/A

ISMD

+9.86%

Max(CAGR)

Winner

CAML

+16.51%

ISMD

+9.86%

CAML vs ISMD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CAML	ISMD
2026	+2.06%	+26.71%
2025	+12.46%	+4.92%
2024	+24.65%	+10.60%
2023	+10.13%	+17.79%
2022	N/A	-13.98%
2021	N/A	+30.18%
2020	N/A	+5.69%
2019	N/A	+23.35%
2018	N/A	-13.09%
2017	N/A	+8.40%

CAML vs ISMD Drawdown Comparison

The maximum drawdown for CAML was -21.06%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The maximum drawdown for ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current CAML drawdown is -4.10%. The current ISMD drawdown is -2.03%.

Rank	CAML	ISMD
#1	-21.06% Feb 10, 2025 - Jun 27, 2025	-44.59% Aug 29, 2018 - Dec 4, 2020
#2	-14.86% Oct 29, 2025 - May 28, 2026	-26.64% Nov 25, 2024 - Jan 6, 2026
#3	-9.71% Jul 16, 2024 - Sep 19, 2024	-22.55% Jan 4, 2022 - Dec 26, 2023
#4	-9.04% Sep 1, 2023 - Nov 14, 2023	-10.18% Jun 8, 2021 - Nov 3, 2021
#5	-6.33% Mar 21, 2024 - May 15, 2024	-9.64% Feb 10, 2026 - Apr 13, 2026
#6	-5.78% Dec 4, 2024 - Feb 10, 2025	-9.13% Jul 31, 2024 - Oct 16, 2024
#7	-5.55% Jun 2, 2026 - Jun 10, 2026	-8.70% Jan 22, 2018 - May 11, 2018
#8	-3.08% Oct 8, 2025 - Oct 24, 2025	-8.47% Nov 16, 2021 - Jan 4, 2022
#9	-3.05% Oct 18, 2024 - Nov 6, 2024	-8.41% Mar 28, 2024 - May 15, 2024
#10	-3.04% Nov 12, 2024 - Nov 26, 2024	-7.92% Mar 15, 2021 - May 7, 2021
#11	-2.72% Dec 19, 2023 - Jan 10, 2024	-7.04% Jul 25, 2017 - Sep 26, 2017
#12	-2.49% May 15, 2024 - Jun 10, 2024	-6.28% Dec 28, 2023 - Mar 7, 2024
#13	-2.11% Feb 9, 2024 - Feb 22, 2024	-5.53% May 15, 2024 - Jul 12, 2024
#14	-2.05% Aug 12, 2025 - Aug 28, 2025	-5.25% May 7, 2021 - Jun 1, 2021
#15	-1.92% Jul 30, 2025 - Aug 6, 2025	-5.10% Oct 3, 2017 - Nov 30, 2017