CSMD vs AIPO
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and DEFIANCE AI & POWER INFRASTRUCTURE ETF (AIPO, ETF).
CSMD vs AIPO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSMD
$433M
Winner
AIPO
$434M
Expense Ratio
Winner
CSMD
0.68%
AIPO
0.69%
Max Drawdown
CSMD
22.54%
Winner
AIPO
17.31%
Sharpe Ratio
CSMD
0.44
Winner
AIPO
1.50
5Y Beta
Winner
CSMD
1.07
AIPO
2.04
P/E Ratio
CSMD
37.09
Winner
AIPO
-229.28
Forward P/E
Winner
CSMD
23.76
AIPO
32.58
5Y EPS CAGR
CSMD
22.66%
Winner
AIPO
25.51%
Debt to Equity
CSMD
60.32%
Winner
AIPO
50.31%
P/S Ratio
Winner
CSMD
3.46
AIPO
4.83
P/B Ratio
Winner
CSMD
5.43
AIPO
6.41
CSMD vs AIPO - Holdings Comparison
CSMD and AIPO have 5 common holdings. Overlap is 5.28%
CSMD's top 25 holdings weight is 73.74%. AIPO's top 25 holdings weight is 73.49%.
| Rank | CSMD | AIPO |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | QUANTA SERVICES INC (PWR) - 8.17% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | GE VERNOVA INC (GEV) - 7.89% |
| #3 | RAMBUS INC (RMBS) - 4.66% | VERTIV HOLDINGS CO CLASS A (VRT) - 7.36% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | EATON CORP PLC (ETN) - 7.08% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | BLOOM ENERGY CORP CLASS A (BE) - 5.00% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | BROADCOM INC (AVGO) - 3.86% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | NVIDIA CORP (NVDA) - 3.61% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | CAMECO CORP (n/a) - 3.59% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | CONSTELLATION ENERGY CORP (CEG) - 3.19% |
| #10 | NOVANTA INC (NOVT) - 2.87% | ADVANCED MICRO DEVICES INC (AMD) - 2.66% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | MASTEC INC (MTZ) - 2.18% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | STERLING INFRASTRUCTURE INC (STRL) - 1.90% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | NVENT ELECTRIC PLC (NVT) - 1.88% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | HUBBELL INC (HUBB) - 1.70% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | DOMINION ENERGY INC (D) - 1.59% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | VISTRA CORP (VST) - 1.53% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | XCEL ENERGY INC (XEL) - 1.47% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | GENERAC HOLDINGS INC (GNRC) - 1.33% |
| #19 | STERIS PLC (STE) - 2.16% | BWX TECHNOLOGIES INC (BWXT) - 1.31% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.16% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | FUELCELL ENERGY INC (FCEL) - 1.11% |
| #22 | HAWKINS INC (HWKN) - 2.07% | MARVELL TECHNOLOGY INC (MRVL) - 1.04% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | VALMONT INDUSTRIES INC (VMI) - 0.99% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | ARGAN INC (AGX) - 0.97% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | ENERSYS (ENS) - 0.92% |
| Total Holdings | 45 | 77 |
CSMD vs AIPO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSMD
-0.06%
AIPO
-3.26%
3M
CSMD
+2.89%
Winner
AIPO
+22.97%
6M
CSMD
+4.30%
Winner
AIPO
+31.16%
1Y
CSMD
+10.60%
Winner
AIPO
+53.09%
Max(CAGR)
CSMD
+11.54%
Winner
AIPO
+63.85%
CSMD vs AIPO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | AIPO |
|---|---|---|
| 2026 | +5.16% | +34.60% |
| 2025 | +6.34% | +8.68% |
| 2024 | +14.07% | N/A |
| 2023 | +6.44% | N/A |
CSMD vs AIPO Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for AIPO was -17.31%, occurring on Dec 17, 2025. Recovery took 71 trading sessions.
The current CSMD drawdown is -3.92%. The current AIPO drawdown is -8.38%.
| Rank | CSMD | AIPO |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -17.31% Oct 29, 2025 - Feb 11, 2026 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -11.21% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -9.21% Oct 15, 2025 - Oct 29, 2025 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -8.87% May 14, 2026 - Jun 2, 2026 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -8.38% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -6.14% Aug 12, 2025 - Sep 10, 2025 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -4.26% May 6, 2026 - May 14, 2026 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -3.64% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -3.41% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -3.02% Oct 9, 2025 - Oct 13, 2025 |
| #11 | -3.92% Jun 4, 2026 - Jun 5, 2026 | -2.24% Jul 30, 2025 - Aug 12, 2025 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -1.96% Feb 11, 2026 - Feb 19, 2026 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -1.14% Oct 6, 2025 - Oct 8, 2025 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -1.06% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -0.99% Sep 15, 2025 - Sep 18, 2025 |
Correlation
Correlation between CSMD and AIPO is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2023 - 2025)
CSMD vs AIPO dividend yield comparison.
| Year | CSMD | AIPO |
|---|---|---|
| 2025 | 0.00% | 0.01% |
| 2024 | 0.40% | 0.00% |
| 2023 | 0.02% | 0.00% |
Select Stocks to Compare
Popular: CSMD vs SPYAIPO vs SPY
More Comparisons
Compare with similar stocks