CSMD vs DNL
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND (DNL, ETF).
CSMD vs DNL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$489M
DNL
$487M
Expense Ratio
CSMD
0.68%
Winner
DNL
0.42%
Max Drawdown
Winner
CSMD
22.54%
DNL
46.89%
Sharpe Ratio
CSMD
0.29
Winner
DNL
0.52
5Y Beta
CSMD
1.08
Winner
DNL
0.88
P/E Ratio
CSMD
4.70
DNL
N/A
Forward P/E
CSMD
24.31
DNL
N/A
5Y Dividends CAGR
CSMD
N/A
DNL
4.15%
5Y EPS CAGR
CSMD
20.12%
DNL
N/A
Debt to Equity
CSMD
-1.99%
DNL
N/A
P/S Ratio
CSMD
3.50
DNL
N/A
P/B Ratio
CSMD
5.41
DNL
N/A
CSMD vs DNL - Holdings Comparison
CSMD and DNL have 1 common holdings. Overlap is -0.01%
CSMD's top 25 holdings weight is 67.59%. DNL's top 25 holdings weight is 56.81%.
| Rank | CSMD | DNL |
|---|---|---|
| #1 | CURTISS-WRIGHT CORP (CW) - 4.26% | n/a (n/a) - 7.47% |
| #2 | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% | n/a (n/a) - 4.72% |
| #3 | VALMONT INDUSTRIES INC (VMI) - 3.79% | GSK PLC (n/a) - 4.34% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% | ASML HOLDING NV (n/a) - 3.90% |
| #5 | NVENT ELECTRIC PLC (NVT) - 3.69% | MEDIATEK INC (n/a) - 3.78% |
| #6 | RAMBUS INC (RMBS) - 3.05% | AIRBUS SE (n/a) - 3.09% |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 2.99% | DEUTSCHE POST AG (n/a) - 3.03% |
| #8 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% | NINTENDO CO LTD (n/a) - 2.99% |
| #9 | REPLIGEN CORP (RGEN) - 2.82% | NOVO NORDISK AS CLASS B (n/a) - 2.33% |
| #10 | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% | HERMES INTERNATIONAL SA (n/a) - 2.20% |
| #11 | HALOZYME THERAPEUTICS INC (HALO) - 2.53% | TOKYO ELECTRON LTD (n/a) - 2.13% |
| #12 | NOVANTA INC (NOVT) - 2.51% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 1.82% |
| #13 | MEDPACE HOLDINGS INC (MEDP) - 2.50% | RELX PLC (n/a) - 1.68% |
| #14 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.51% |
| #15 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% | GLENCORE PLC (n/a) - 1.49% |
| #16 | ENTEGRIS INC (ENTG) - 2.35% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 1.40% |
| #17 | UFP TECHNOLOGIES INC (UFPT) - 2.30% | UNIVERSAL MUSIC GROUP NV (n/a) - 1.30% |
| #18 | PJT PARTNERS INC CLASS A (PJT) - 2.25% | NIPPON STEEL CORP (n/a) - 1.21% |
| #19 | DUTCH BROS INC CLASS A (BROS) - 2.25% | RHEINMETALL AG (n/a) - 1.06% |
| #20 | UMB FINANCIAL CORP (UMBF) - 2.10% | CSL LTD (n/a) - 1.05% |
| #21 | STERIS PLC (STE) - 2.03% | SANDVIK AB (n/a) - 1.02% |
| #22 | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.88% |
| #23 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% | n/a (n/a) - 0.85% |
| #24 | BOOT BARN HOLDINGS INC (BOOT) - 2.01% | RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 0.84% |
| #25 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% | ADMIRAL GROUP PLC (n/a) - 0.72% |
| Total Holdings | 49 | 296 |
CSMD vs DNL - Historical Returns
Returns include dividend reinvestment.
1M
CSMD
-3.14%
Winner
DNL
-1.13%
3M
CSMD
+3.35%
Winner
DNL
+3.77%
6M
CSMD
-0.66%
Winner
DNL
+3.30%
1Y
CSMD
+7.76%
Winner
DNL
+10.83%
5Y(CAGR)
CSMD
N/A
DNL
+3.62%
10Y(CAGR)
CSMD
N/A
DNL
+8.67%
Max(CAGR)
Winner
CSMD
+11.28%
DNL
+5.38%
CSMD vs DNL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | DNL |
|---|---|---|
| 2026 | +5.95% | +6.82% |
| 2025 | +6.34% | +17.01% |
| 2024 | +14.07% | +0.89% |
| 2023 | +6.44% | +15.87% |
| 2022 | N/A | -22.43% |
| 2021 | N/A | +14.86% |
| 2020 | N/A | +17.43% |
| 2019 | N/A | +36.77% |
| 2018 | N/A | -14.91% |
| 2017 | N/A | +30.54% |
| 2016 | N/A | +7.70% |
| 2015 | N/A | -5.73% |
| 2014 | N/A | +1.81% |
| 2013 | N/A | -2.93% |
| 2012 | N/A | +14.82% |
| 2011 | N/A | -12.93% |
| 2010 | N/A | +11.36% |
| 2009 | N/A | +11.80% |
| 2008 | N/A | -12.77% |
| 2007 | N/A | -7.77% |
| 2006 | N/A | +16.08% |
CSMD vs DNL Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for DNL was -44.52%, occurring on Mar 9, 2009. Recovery took 1013 trading sessions.
The current CSMD drawdown is -6.62%. The current DNL drawdown is -3.98%.
| Rank | CSMD | DNL |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -44.52% Mar 23, 2007 - Mar 30, 2011 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -34.88% Jan 4, 2022 - Jul 10, 2024 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -32.18% Jan 17, 2020 - Aug 12, 2020 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -30.09% Apr 29, 2011 - Jul 3, 2014 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -25.01% May 15, 2015 - May 5, 2017 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -22.35% Jan 26, 2018 - Oct 28, 2019 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -20.15% Jul 12, 2024 - Jun 27, 2025 |
| #8 | -6.62% Jun 30, 2026 - Jul 23, 2026 | -12.42% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -11.75% Jul 7, 2014 - Apr 24, 2015 |
| #10 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -8.39% Sep 3, 2021 - Jan 4, 2022 |
| #11 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -7.04% Feb 16, 2021 - Apr 16, 2021 |
| #12 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -6.75% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -6.53% Oct 27, 2025 - Jan 2, 2026 |
| #14 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -6.20% Jul 11, 2006 - Aug 10, 2006 |
| #15 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -6.19% Jul 23, 2025 - Sep 16, 2025 |
Correlation
Correlation between CSMD and DNL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
CSMD vs DNL dividend yield comparison.
| Year | CSMD | DNL |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 0.00% | 2.06% |
| 2024 | 0.40% | 2.30% |
| 2023 | 0.02% | 1.81% |
| 2022 | 0.00% | 4.82% |
| 2021 | 0.00% | 1.38% |
| 2020 | 0.00% | 1.76% |
| 2019 | 0.00% | 1.93% |
| 2018 | 0.00% | 2.55% |
| 2017 | 0.00% | 1.86% |
| 2016 | 0.00% | 2.51% |
| 2015 | 0.00% | 1.98% |
| 2014 | 0.00% | 2.37% |
| 2013 | 0.00% | 2.30% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 3.19% |
| 2010 | 0.00% | 2.59% |
| 2009 | 0.00% | 2.81% |
| 2008 | 0.00% | 2.34% |
| 2007 | 0.00% | 1.88% |
| 2006 | 0.00% | 0.59% |
Select Stocks to Compare
Popular: CSMD vs SPYDNL vs SPY
More Comparisons
Compare with similar stocks