CSMD vs JIG
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and JPMORGAN INTERNATIONAL GROWTH ETF (JIG, ETF).
CSMD vs JIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSMD
$456M
Winner
JIG
$456M
Expense Ratio
CSMD
0.68%
Winner
JIG
0.55%
Max Drawdown
Winner
CSMD
22.54%
JIG
44.52%
Sharpe Ratio
CSMD
0.57
Winner
JIG
0.96
5Y Beta
CSMD
1.08
Winner
JIG
0.91
P/E Ratio
CSMD
37.00
JIG
N/A
Forward P/E
CSMD
23.73
JIG
N/A
5Y EPS CAGR
CSMD
22.74%
JIG
N/A
Debt to Equity
CSMD
60.65%
JIG
N/A
P/S Ratio
CSMD
3.50
JIG
N/A
P/B Ratio
CSMD
5.43
JIG
N/A
CSMD vs JIG - Holdings Comparison
CSMD and JIG have 1 common holdings. Overlap is -0.28%
CSMD's top 25 holdings weight is 73.74%. JIG's top 25 holdings weight is 51.26%.
| Rank | CSMD | JIG |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | n/a (n/a) - 7.76% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.86% |
| #3 | RAMBUS INC (RMBS) - 4.66% | ASML HOLDING NV (n/a) - 3.02% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | SAFRAN SA (n/a) - 2.50% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | ASTRAZENECA PLC (AZN:XLON) - 2.10% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.08% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | SK SQUARE (n/a) - 1.99% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | INFINEON TECHNOLOGIES AG (n/a) - 1.98% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.95% |
| #10 | NOVANTA INC (NOVT) - 2.87% | COMPASS GROUP PLC (n/a) - 1.95% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.78% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | AIR LIQUIDE SA (n/a) - 1.69% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 1.67% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | n/a (SHOP) - 1.64% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.41% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.38% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | DELTA ELECTRONICS INC (n/a) - 1.34% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | WHEATON PRECIOUS METALS CORP (WPM) - 1.34% |
| #19 | STERIS PLC (STE) - 2.16% | n/a (n/a) - 1.33% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | LEGRAND SA (n/a) - 1.30% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | RECRUIT HOLDINGS CO LTD (n/a) - 1.27% |
| #22 | HAWKINS INC (HWKN) - 2.07% | DSV AS (n/a) - 1.25% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | HANWHA AEROSPACE CO LTD (n/a) - 1.24% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.23% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.20% |
| Total Holdings | 45 | 99 |
CSMD vs JIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSMD
+7.13%
JIG
+6.65%
3M
CSMD
+10.77%
Winner
JIG
+11.88%
6M
CSMD
+10.39%
Winner
JIG
+19.31%
1Y
CSMD
+14.41%
Winner
JIG
+24.55%
5Y(CAGR)
CSMD
N/A
JIG
+3.70%
Max(CAGR)
Winner
CSMD
+12.97%
JIG
+10.20%
CSMD vs JIG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | JIG |
|---|---|---|
| 2026 | +9.36% | +15.28% |
| 2025 | +6.34% | +19.91% |
| 2024 | +14.07% | +10.50% |
| 2023 | +6.44% | +11.93% |
| 2022 | N/A | -30.73% |
| 2021 | N/A | +5.59% |
| 2020 | N/A | +40.92% |
CSMD vs JIG Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for JIG was -43.76%, occurring on Oct 14, 2022. Recovery took 1091 trading sessions.
The current CSMD drawdown is -0.62%. The current JIG drawdown is -0.62%.
| Rank | CSMD | JIG |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -43.76% Sep 7, 2021 - Jan 12, 2026 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -14.04% Feb 16, 2021 - Sep 1, 2021 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -12.94% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -6.47% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -6.08% Oct 12, 2020 - Nov 5, 2020 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -5.84% Sep 2, 2020 - Oct 8, 2020 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -5.54% May 6, 2026 - Jun 1, 2026 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -5.22% Jan 25, 2021 - Feb 8, 2021 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -4.56% Apr 17, 2026 - May 6, 2026 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -4.21% Jun 10, 2020 - Jun 17, 2020 |
| #11 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -3.75% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -3.04% Nov 6, 2020 - Nov 20, 2020 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -2.41% Jul 29, 2020 - Aug 5, 2020 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -2.19% Aug 6, 2020 - Aug 12, 2020 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -1.96% Jun 23, 2020 - Jul 1, 2020 |
Correlation
Correlation between CSMD and JIG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2025)
CSMD vs JIG dividend yield comparison.
| Year | CSMD | JIG |
|---|---|---|
| 2025 | 0.00% | 2.25% |
| 2024 | 0.40% | 1.70% |
| 2023 | 0.02% | 1.69% |
| 2022 | 0.00% | 0.91% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 0.04% |
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