CSMD vs BINV
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and BRANDES INTERNATIONAL ETF (BINV, ETF).
CSMD vs BINV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSMD
$489M
Winner
BINV
$490M
Expense Ratio
Winner
CSMD
0.68%
BINV
0.70%
Max Drawdown
CSMD
22.54%
Winner
BINV
14.96%
Sharpe Ratio
CSMD
0.29
Winner
BINV
1.15
5Y Beta
CSMD
1.08
Winner
BINV
0.64
P/E Ratio
CSMD
4.70
BINV
N/A
Forward P/E
CSMD
24.31
BINV
N/A
5Y EPS CAGR
CSMD
20.12%
BINV
N/A
Debt to Equity
CSMD
-1.99%
BINV
N/A
P/S Ratio
CSMD
3.50
BINV
N/A
P/B Ratio
CSMD
5.41
BINV
N/A
CSMD vs BINV - Holdings Comparison
CSMD and BINV have 1 common holdings. Overlap is -0.02%
CSMD's top 25 holdings weight is 67.59%. BINV's top 25 holdings weight is 49.23%.
| Rank | CSMD | BINV |
|---|---|---|
| #1 | CURTISS-WRIGHT CORP (CW) - 4.26% | SANOFI SA (n/a) - 3.06% |
| #2 | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.78% |
| #3 | VALMONT INDUSTRIES INC (VMI) - 3.79% | SAP SE ADR (SAP) - 2.53% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 2.34% |
| #5 | NVENT ELECTRIC PLC (NVT) - 3.69% | HENKEL AG & CO KGAA (n/a) - 2.29% |
| #6 | RAMBUS INC (RMBS) - 3.05% | WAL MART DE MEXICO SAB DE CV (n/a) - 2.16% |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 2.99% | HEINEKEN HOLDING NV (n/a) - 2.08% |
| #8 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% | FRESENIUS MEDICAL CARE AG (n/a) - 1.92% |
| #9 | REPLIGEN CORP (RGEN) - 2.82% | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 1.92% |
| #10 | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% | n/a (n/a) - 1.85% |
| #11 | HALOZYME THERAPEUTICS INC (HALO) - 2.53% | WILMAR INTERNATIONAL LTD (n/a) - 1.84% |
| #12 | NOVANTA INC (NOVT) - 2.51% | n/a (n/a) - 1.82% |
| #13 | MEDPACE HOLDINGS INC (MEDP) - 2.50% | ASTELLAS PHARMA INC (n/a) - 1.82% |
| #14 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% | KONINKLIJKE PHILIPS NV ADR (PHG) - 1.82% |
| #15 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% | BNP PARIBAS ADR (BNPQY) - 1.80% |
| #16 | ENTEGRIS INC (ENTG) - 2.35% | PERNOD RICARD SA (n/a) - 1.79% |
| #17 | UFP TECHNOLOGIES INC (UFPT) - 2.30% | DIAGEO PLC ADR (DEO) - 1.78% |
| #18 | PJT PARTNERS INC CLASS A (PJT) - 2.25% | KERING SA ADR (PPRUY) - 1.76% |
| #19 | DUTCH BROS INC CLASS A (BROS) - 2.25% | SAINSBURY (J) PLC ADR (JSAIY) - 1.74% |
| #20 | UMB FINANCIAL CORP (UMBF) - 2.10% | CARREFOUR (n/a) - 1.73% |
| #21 | STERIS PLC (STE) - 2.03% | PUBLICIS GROUPE SA (n/a) - 1.72% |
| #22 | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% | THE SWATCH GROUP AG (n/a) - 1.71% |
| #23 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% | GSK PLC ADR (GSK) - 1.70% |
| #24 | BOOT BARN HOLDINGS INC (BOOT) - 2.01% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 1.66% |
| #25 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% | INTESA SANPAOLO (n/a) - 1.61% |
| Total Holdings | 49 | 72 |
CSMD vs BINV - Historical Returns
Returns include dividend reinvestment.
1M
CSMD
-3.14%
Winner
BINV
+2.29%
3M
Winner
CSMD
+3.35%
BINV
+2.66%
6M
CSMD
-0.66%
Winner
BINV
+3.36%
1Y
CSMD
+7.76%
Winner
BINV
+17.81%
Max(CAGR)
CSMD
+11.28%
Winner
BINV
+23.36%
CSMD vs BINV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | BINV |
|---|---|---|
| 2026 | +5.95% | +6.65% |
| 2025 | +6.34% | +38.34% |
| 2024 | +14.07% | +8.44% |
| 2023 | +6.44% | +12.66% |
CSMD vs BINV Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for BINV was -14.91%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.
The current CSMD drawdown is -6.62%. The current BINV drawdown is -3.40%.
| Rank | CSMD | BINV |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -14.91% Mar 19, 2025 - May 12, 2025 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -11.50% Feb 24, 2026 - Mar 20, 2026 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -10.52% Sep 27, 2024 - Feb 14, 2025 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -5.78% May 17, 2024 - Jul 12, 2024 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -5.39% Jul 12, 2024 - Aug 16, 2024 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -4.94% Mar 27, 2024 - May 3, 2024 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -4.86% Oct 11, 2023 - Nov 3, 2023 |
| #8 | -6.62% Jun 30, 2026 - Jul 23, 2026 | -4.69% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -3.42% Jul 23, 2025 - Aug 13, 2025 |
| #10 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -3.40% Jan 8, 2024 - Feb 20, 2024 |
| #11 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -3.27% Jun 12, 2025 - Jun 30, 2025 |
| #12 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -3.26% Oct 3, 2025 - Oct 17, 2025 |
| #13 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -3.00% Mar 7, 2025 - Mar 18, 2025 |
| #14 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -2.55% Aug 27, 2024 - Sep 19, 2024 |
| #15 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -2.54% Jan 14, 2026 - Jan 23, 2026 |
Correlation
Correlation between CSMD and BINV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
CSMD vs BINV dividend yield comparison.
| Year | CSMD | BINV |
|---|---|---|
| 2026 | 0.00% | 1.31% |
| 2025 | 0.00% | 2.23% |
| 2024 | 0.40% | 2.40% |
| 2023 | 0.02% | 0.28% |
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