CSMD vs LRGE
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF).
CSMD vs LRGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$433M
LRGE
$432M
Expense Ratio
CSMD
0.68%
Winner
LRGE
0.48%
Max Drawdown
Winner
CSMD
22.54%
LRGE
37.78%
Sharpe Ratio
CSMD
0.44
Winner
LRGE
0.46
5Y Beta
CSMD
1.07
Winner
LRGE
1.07
P/E Ratio
CSMD
37.09
Winner
LRGE
30.18
Forward P/E
Winner
CSMD
23.76
LRGE
24.49
PEG Ratio
CSMD
N/A
LRGE
0.73
5Y Dividends CAGR
CSMD
N/A
LRGE
11.03%
5Y EPS CAGR
CSMD
22.66%
Winner
LRGE
32.85%
Debt to Equity
CSMD
60.32%
LRGE
N/A
P/S Ratio
Winner
CSMD
3.46
LRGE
5.17
P/B Ratio
Winner
CSMD
5.43
LRGE
8.23
CSMD vs LRGE - Holdings Comparison
CSMD and LRGE have 1 common holdings. Overlap is -0.03%
CSMD's top 25 holdings weight is 73.74%. LRGE's top 25 holdings weight is 85.63%.
| Rank | CSMD | LRGE |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | NET CURRENT ASSETS USD (n/a) - 22.38% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | NVIDIA CORP (NVDA) - 9.21% |
| #3 | RAMBUS INC (RMBS) - 4.66% | MICROSOFT CORP (MSFT) - 6.40% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | AMAZON.COM INC (AMZN) - 5.73% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | META PLATFORMS INC CLASS A (META) - 4.80% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | APPLE INC (AAPL) - 3.82% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | VISA INC CLASS A (V) - 3.45% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | NETFLIX INC (NFLX) - 3.03% |
| #10 | NOVANTA INC (NOVT) - 2.87% | ALPHABET INC CLASS A (GOOGL) - 1.96% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | SYNOPSYS INC (SNPS) - 1.95% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | EATON CORP PLC (ETN) - 1.93% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | PALO ALTO NETWORKS INC (PANW) - 1.78% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | INTUIT INC (INTU) - 1.75% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | TESLA INC (TSLA) - 1.70% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | INTUITIVE SURGICAL INC (ISRG) - 1.52% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | W.W. GRAINGER INC (GWW) - 1.42% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | UBER TECHNOLOGIES INC (UBER) - 1.25% |
| #19 | STERIS PLC (STE) - 2.16% | S&P GLOBAL INC (SPGI) - 1.24% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | SHERWIN-WILLIAMS CO (SHW) - 1.21% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | WORKDAY INC CLASS A (WDAY) - 1.20% |
| #22 | HAWKINS INC (HWKN) - 2.07% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | BROADCOM INC (AVGO) - 1.12% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | ASML HOLDING NV ADR (ASML) - 1.10% |
| Total Holdings | 45 | 43 |
CSMD vs LRGE - Historical Returns
Returns include dividend reinvestment.
1M
CSMD
-0.06%
Winner
LRGE
+2.82%
3M
CSMD
+2.89%
Winner
LRGE
+6.10%
6M
Winner
CSMD
+4.30%
LRGE
+1.96%
1Y
CSMD
+10.60%
Winner
LRGE
+10.93%
5Y(CAGR)
CSMD
N/A
LRGE
+10.39%
10Y(CAGR)
CSMD
N/A
LRGE
+15.12%
Max(CAGR)
CSMD
+11.54%
Winner
LRGE
+15.12%
CSMD vs LRGE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | LRGE |
|---|---|---|
| 2026 | +5.16% | +3.07% |
| 2025 | +6.34% | +9.49% |
| 2024 | +14.07% | +28.06% |
| 2023 | +6.44% | +45.97% |
| 2022 | N/A | -31.43% |
| 2021 | N/A | +24.40% |
| 2020 | N/A | +30.62% |
| 2019 | N/A | +33.80% |
| 2018 | N/A | -0.66% |
| 2017 | N/A | +16.00% |
CSMD vs LRGE Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The current CSMD drawdown is -3.92%. The current LRGE drawdown is -4.46%.
| Rank | CSMD | LRGE |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -37.04% Nov 19, 2021 - Jan 19, 2024 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -29.31% Feb 19, 2020 - Jul 1, 2020 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -20.26% Jan 23, 2025 - Jun 27, 2025 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -19.19% Oct 1, 2018 - Mar 21, 2019 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -16.32% Oct 28, 2025 - May 14, 2026 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -10.20% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -9.43% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -9.25% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -7.72% Feb 12, 2021 - Apr 5, 2021 |
| #11 | -3.92% Jun 4, 2026 - Jun 5, 2026 | -7.37% Jul 26, 2019 - Nov 8, 2019 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -7.03% Mar 21, 2024 - Jun 5, 2024 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -6.54% Sep 3, 2021 - Oct 21, 2021 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -5.57% Apr 29, 2021 - Jun 10, 2021 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -5.41% Dec 4, 2024 - Jan 23, 2025 |
Correlation
Correlation between CSMD and LRGE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2025)
CSMD vs LRGE dividend yield comparison.
| Year | CSMD | LRGE |
|---|---|---|
| 2025 | 0.00% | 0.13% |
| 2024 | 0.40% | 0.17% |
| 2023 | 0.02% | 0.11% |
| 2022 | 0.00% | 2.02% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 0.37% |
| 2019 | 0.00% | 0.37% |
| 2018 | 0.00% | 2.10% |
| 2017 | 0.00% | 0.37% |
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