CSMD vs GMOI
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and GMO INTERNATIONAL VALUE ETF (GMOI, ETF).
CSMD vs GMOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$456M
GMOI
$455M
Expense Ratio
CSMD
0.68%
Winner
GMOI
0.60%
Max Drawdown
CSMD
22.54%
Winner
GMOI
14.67%
Sharpe Ratio
CSMD
0.57
Winner
GMOI
2.15
5Y Beta
CSMD
1.08
Winner
GMOI
0.62
P/E Ratio
CSMD
37.00
GMOI
N/A
Forward P/E
CSMD
23.73
GMOI
N/A
5Y EPS CAGR
CSMD
22.74%
GMOI
N/A
Debt to Equity
CSMD
60.65%
GMOI
N/A
P/S Ratio
CSMD
3.50
GMOI
N/A
P/B Ratio
CSMD
5.43
GMOI
N/A
CSMD vs GMOI - Holdings Comparison
CSMD and GMOI have 1 common holdings. Overlap is -0.05%
CSMD's top 25 holdings weight is 73.74%. GMOI's top 25 holdings weight is 56.14%.
| Rank | CSMD | GMOI |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | THE TORONTO-DOMINION BANK (n/a) - 4.10% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | TOTALENERGIES SE (TTE:XPAR) - 3.80% |
| #3 | RAMBUS INC (RMBS) - 4.66% | BANK OF NOVA SCOTIA (n/a) - 3.24% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | BNP PARIBAS ACT. CAT.A (n/a) - 3.03% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | GSK PLC ADR (GSK) - 3.01% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.97% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | BHP GROUP LTD ADR (BHP) - 2.94% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | EQUINOR ASA ADR (EQNR) - 2.77% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | RIO TINTO PLC ADR (RIO) - 2.37% |
| #10 | NOVANTA INC (NOVT) - 2.87% | SUN LIFE FINANCIAL INC (n/a) - 2.23% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | MANULIFE FINANCIAL CORP (MFC) - 2.19% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | SANOFI SA ADR (SNY) - 2.18% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | NTT INC (n/a) - 1.99% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | NESTLE SA ADR (NSRGY) - 1.97% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | MITSUI & CO LTD (n/a) - 1.90% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.81% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | MERCEDES-BENZ GROUP AG (n/a) - 1.67% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | DEUTSCHE POST AG (n/a) - 1.65% |
| #19 | STERIS PLC (STE) - 2.16% | HONDA MOTOR CO LTD ADR (HMC) - 1.62% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | INPEX CORP (n/a) - 1.60% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | REPSOL SA (n/a) - 1.59% |
| #22 | HAWKINS INC (HWKN) - 2.07% | NOVARTIS AG ADR (NVS) - 1.54% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | PANASONIC HOLDINGS CORP (n/a) - 1.41% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | FORTESCUE LTD (n/a) - 1.28% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | KOMATSU LTD (n/a) - 1.28% |
| Total Holdings | 45 | 170 |
CSMD vs GMOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSMD
+7.13%
GMOI
+2.29%
3M
Winner
CSMD
+10.77%
GMOI
+7.41%
6M
CSMD
+10.39%
Winner
GMOI
+15.83%
1Y
CSMD
+14.41%
Winner
GMOI
+36.84%
Max(CAGR)
CSMD
+12.97%
Winner
GMOI
+33.02%
CSMD vs GMOI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | GMOI |
|---|---|---|
| 2026 | +9.36% | +13.20% |
| 2025 | +6.34% | +46.15% |
| 2024 | +14.07% | -4.57% |
| 2023 | +6.44% | N/A |
CSMD vs GMOI Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for GMOI was -14.67%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.
The current CSMD drawdown is -0.62%.
| Rank | CSMD | GMOI |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -14.67% Mar 19, 2025 - May 12, 2025 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -8.36% Feb 25, 2026 - May 6, 2026 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -6.35% Nov 7, 2024 - Jan 30, 2025 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -4.31% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -4.15% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -3.53% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -2.60% Mar 7, 2025 - Mar 17, 2025 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -2.43% May 26, 2026 - Jun 12, 2026 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -2.41% Jun 12, 2025 - Jun 27, 2025 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -2.34% Jan 30, 2025 - Feb 5, 2025 |
| #11 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -2.32% Jul 10, 2025 - Jul 23, 2025 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -2.04% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -1.71% Aug 22, 2025 - Sep 11, 2025 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -1.52% May 6, 2026 - May 13, 2026 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -1.48% Nov 5, 2024 - Nov 7, 2024 |
Correlation
Correlation between CSMD and GMOI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2023 - 2025)
CSMD vs GMOI dividend yield comparison.
| Year | CSMD | GMOI |
|---|---|---|
| 2025 | 0.00% | 2.74% |
| 2024 | 0.40% | 0.54% |
| 2023 | 0.02% | 0.00% |
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