CSMD vs DJD
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).
CSMD vs DJD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$456M
DJD
$451M
Expense Ratio
CSMD
0.68%
Winner
DJD
0.07%
Max Drawdown
Winner
CSMD
22.54%
DJD
35.36%
Sharpe Ratio
CSMD
0.57
Winner
DJD
1.86
5Y Beta
CSMD
1.08
Winner
DJD
0.53
P/E Ratio
CSMD
37.00
Winner
DJD
20.80
Forward P/E
CSMD
23.73
Winner
DJD
17.52
PEG Ratio
CSMD
N/A
DJD
0.76
5Y Dividends CAGR
CSMD
N/A
DJD
2.56%
5Y EPS CAGR
Winner
CSMD
22.74%
DJD
7.18%
Debt to Equity
CSMD
60.65%
Winner
DJD
-44.32%
P/S Ratio
CSMD
3.50
Winner
DJD
2.47
P/B Ratio
CSMD
5.43
Winner
DJD
4.34
CSMD vs DJD - Holdings Comparison
CSMD and DJD have 1 common holdings. Overlap is -0.03%
CSMD's top 25 holdings weight is 73.74%. DJD's top 25 holdings weight is 97.86%.
| Rank | CSMD | DJD |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | VERIZON COMMUNICATIONS INC (VZ) - 9.43% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | UNITEDHEALTH GROUP INC (UNH) - 7.07% |
| #3 | RAMBUS INC (RMBS) - 4.66% | CHEVRON CORP (CVX) - 6.60% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.55% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | CISCO SYSTEMS INC (CSCO) - 6.13% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | MERCK & CO INC (MRK) - 4.84% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | THE GOLDMAN SACHS GROUP INC (GS) - 4.79% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | COCA-COLA CO (KO) - 4.65% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | PROCTER & GAMBLE CO (PG) - 4.11% |
| #10 | NOVANTA INC (NOVT) - 2.87% | AMGEN INC (AMGN) - 3.99% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | THE HOME DEPOT INC (HD) - 3.85% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | JPMORGAN CHASE & CO (JPM) - 3.70% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | NIKE INC CLASS B (NKE) - 3.66% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | HONEYWELL INTERNATIONAL INC (HON) - 3.40% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | JOHNSON & JOHNSON (JNJ) - 3.40% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | 3M CO (MMM) - 3.29% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | MCDONALD'S CORP (MCD) - 3.28% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | THE WALT DISNEY CO (DIS) - 2.52% |
| #19 | STERIS PLC (STE) - 2.16% | THE TRAVELERS COMPANIES INC (TRV) - 2.46% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | AMERICAN EXPRESS CO (AXP) - 1.91% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | CATERPILLAR INC (CAT) - 1.85% |
| #22 | HAWKINS INC (HWKN) - 2.07% | MICROSOFT CORP (MSFT) - 1.79% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | SALESFORCE INC (CRM) - 1.65% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | VISA INC CLASS A (V) - 1.52% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | SHERWIN-WILLIAMS CO (SHW) - 1.42% |
| Total Holdings | 45 | 30 |
CSMD vs DJD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSMD
+7.13%
DJD
+4.96%
3M
Winner
CSMD
+10.77%
DJD
+5.32%
6M
CSMD
+10.39%
Winner
DJD
+12.31%
1Y
CSMD
+14.41%
Winner
DJD
+25.49%
5Y(CAGR)
CSMD
N/A
DJD
+10.95%
10Y(CAGR)
CSMD
N/A
DJD
+12.56%
Max(CAGR)
Winner
CSMD
+12.97%
DJD
+12.37%
CSMD vs DJD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | DJD |
|---|---|---|
| 2026 | +9.36% | +12.16% |
| 2025 | +6.34% | +15.83% |
| 2024 | +14.07% | +12.64% |
| 2023 | +6.44% | +9.13% |
| 2022 | N/A | -1.33% |
| 2021 | N/A | +23.83% |
| 2020 | N/A | +0.06% |
| 2019 | N/A | +22.32% |
| 2018 | N/A | -0.37% |
| 2017 | N/A | +20.68% |
| 2016 | N/A | +19.78% |
| 2015 | N/A | -0.12% |
CSMD vs DJD Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current CSMD drawdown is -0.62%. The current DJD drawdown is -0.04%.
| Rank | CSMD | DJD |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -34.64% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -19.95% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -14.03% Oct 3, 2018 - Feb 25, 2019 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -12.29% Feb 28, 2025 - Jul 1, 2025 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -11.95% Jan 26, 2018 - Sep 14, 2018 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -9.95% Dec 29, 2015 - Mar 16, 2016 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -6.72% Jan 12, 2022 - Mar 25, 2022 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -6.72% Nov 29, 2024 - Feb 13, 2025 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -6.68% Jul 29, 2019 - Nov 1, 2019 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -6.17% Apr 23, 2019 - Jun 18, 2019 |
| #11 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -5.68% Nov 3, 2021 - Dec 16, 2021 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -5.65% Feb 11, 2026 - May 22, 2026 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -5.34% Jan 14, 2021 - Feb 17, 2021 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -5.30% May 10, 2021 - Nov 3, 2021 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -5.15% Jun 23, 2016 - Jul 1, 2016 |
Correlation
Correlation between CSMD and DJD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2015 - 2026)
CSMD vs DJD dividend yield comparison.
| Year | CSMD | DJD |
|---|---|---|
| 2026 | 0.00% | 0.61% |
| 2025 | 0.00% | 2.62% |
| 2024 | 0.40% | 3.00% |
| 2023 | 0.02% | 3.49% |
| 2022 | 0.00% | 3.16% |
| 2021 | 0.00% | 2.82% |
| 2020 | 0.00% | 3.47% |
| 2019 | 0.00% | 2.80% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.75% |
| 2016 | 0.00% | 2.46% |
| 2015 | 0.00% | 0.08% |
Select Stocks to Compare
Popular: CSMD vs SPYDJD vs SPY
More Comparisons
Compare with similar stocks