CSMD vs MFDX

Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX, ETF).

CSMD vs MFDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSMD(ETF)	MFDX(ETF)
Net Assets	$456M	$456M
Expense Ratio	0.68%	0.39%
Max Drawdown	22.54%	39.06%
Sharpe Ratio	0.57	1.29
5Y Beta	1.08	0.62
P/E Ratio	37.00	N/A
Forward P/E	23.73	N/A
5Y Dividends CAGR	N/A	21.27%
5Y EPS CAGR	22.74%	N/A
Debt to Equity	60.65%	N/A
P/S Ratio	3.50	N/A
P/B Ratio	5.43	N/A

Net Assets

CSMD

$456M

Winner

MFDX

$456M

Expense Ratio

CSMD

0.68%

Winner

MFDX

0.39%

Max Drawdown

Winner

CSMD

22.54%

MFDX

39.06%

Sharpe Ratio

CSMD

0.57

Winner

MFDX

1.29

5Y Beta

CSMD

1.08

Winner

MFDX

0.62

P/E Ratio

CSMD

37.00

MFDX

N/A

Forward P/E

CSMD

23.73

MFDX

N/A

5Y Dividends CAGR

CSMD

N/A

MFDX

21.27%

5Y EPS CAGR

CSMD

22.74%

MFDX

N/A

Debt to Equity

CSMD

60.65%

MFDX

N/A

P/S Ratio

CSMD

3.50

MFDX

N/A

P/B Ratio

CSMD

5.43

MFDX

N/A

CSMD vs MFDX - Holdings Comparison

CSMD and MFDX have 1 common holdings. Overlap is -0.03%

CSMD's top 25 holdings weight is 73.74%. MFDX's top 25 holdings weight is 15.14%.

Rank	CSMD	MFDX
#1	NVENT ELECTRIC PLC (NVT) - 5.38%	NOVARTIS AG REGISTERED SHARES (n/a) - 0.87%
#2	STERLING INFRASTRUCTURE INC (STRL) - 4.85%	ASML HOLDING NV (n/a) - 0.85%
#3	RAMBUS INC (RMBS) - 4.66%	BANCO SANTANDER SA (n/a) - 0.85%
#4	CURTISS-WRIGHT CORP (CW) - 4.36%	GLENCORE PLC (n/a) - 0.75%
#5	COMFORT SYSTEMS USA INC (FIX) - 4.32%	ROCHE HOLDING AG (n/a) - 0.74%
#6	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18%	ENI SPA (n/a) - 0.73%
#7	VALMONT INDUSTRIES INC (VMI) - 3.78%	TOKYO ELECTRON LTD (n/a) - 0.72%
#8	RUBRIK INC CLASS A SHARES (RBRK) - 3.14%	NESTLE SA-REG PROXY (n/a) - 0.69%
#9	CARPENTER TECHNOLOGY CORP (CRS) - 3.03%	ENGIE SA (n/a) - 0.69%
#10	NOVANTA INC (NOVT) - 2.87%	SOCIETE GENERALE SA NEW SHARE ISSUE 2015 (n/a) - 0.69%
#11	ENTEGRIS INC (ENTG) - 2.43%	RIO TINTO PLC ORDINARY SHARES (n/a) - 0.68%
#12	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42%	ORANGE SA ACT. NOUV. JCE EM. 2012 (n/a) - 0.65%
#13	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39%	ABB LTD (n/a) - 0.64%
#14	HALOZYME THERAPEUTICS INC (HALO) - 2.38%	SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.62%
#15	UFP TECHNOLOGIES INC (UFPT) - 2.35%	ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 0.60%
#16	REPLIGEN CORP (RGEN) - 2.26%	VODAFONE GROUP PLC (n/a) - 0.58%
#17	BOOT BARN HOLDINGS INC (BOOT) - 2.17%	IBERDROLA SA (n/a) - 0.58%
#18	LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16%	ZURICH INSURANCE GROUP AG (n/a) - 0.57%
#19	STERIS PLC (STE) - 2.16%	GSK PLC (n/a) - 0.55%
#20	LIGAND PHARMACEUTICALS INC (LGND) - 2.14%	KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.55%
#21	RANGE RESOURCES CORP (RRC) - 2.12%	ITOCHU CORP (n/a) - 0.36%
#22	HAWKINS INC (HWKN) - 2.07%	FAST RETAILING CO LTD (n/a) - 0.30%
#23	MEDPACE HOLDINGS INC (MEDP) - 2.05%	NEC CORP (n/a) - 0.30%
#24	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04%	DEUTSCHE POST AG (n/a) - 0.29%
#25	UMB FINANCIAL CORP (UMBF) - 2.03%	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.29%
Total Holdings	45	1205

CSMD vs MFDX - Historical Returns

Returns include dividend reinvestment.

Period	CSMD	MFDX
1 month	+7.13%	+2.63%
3 months	+10.77%	+6.62%
6 months	+10.39%	+12.80%
1 year	+14.41%	+24.09%
5 years(CAGR)	N/A	+10.37%
10 years(CAGR)	N/A	+9.02%
Max(CAGR)	+12.97%	+9.02%

Winner

CSMD

+7.13%

MFDX

+2.63%

Winner

CSMD

+10.77%

MFDX

+6.62%

CSMD

+10.39%

Winner

MFDX

+12.80%

CSMD

+14.41%

Winner

MFDX

+24.09%

5Y(CAGR)

CSMD

N/A

MFDX

+10.37%

10Y(CAGR)

CSMD

N/A

MFDX

+9.02%

Max(CAGR)

Winner

CSMD

+12.97%

MFDX

+9.02%

CSMD vs MFDX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CSMD	MFDX
2026	+9.36%	+10.20%
2025	+6.34%	+34.68%
2024	+14.07%	+5.45%
2023	+6.44%	+16.95%
2022	N/A	-10.83%
2021	N/A	+10.81%
2020	N/A	+6.30%
2019	N/A	+20.23%
2018	N/A	-15.31%
2017	N/A	+7.02%

CSMD vs MFDX Drawdown Comparison

The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.

The maximum drawdown for MFDX was -36.04%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current CSMD drawdown is -0.62%. The current MFDX drawdown is -0.42%.

Rank	CSMD	MFDX
#1	-22.54% Jan 22, 2025 - Jul 25, 2025	-36.04% Jan 26, 2018 - Dec 4, 2020
#2	-14.79% Jan 22, 2026 - Jun 2, 2026	-25.60% Jan 12, 2022 - Dec 14, 2023
#3	-13.85% Sep 1, 2023 - Dec 14, 2023	-11.63% Mar 19, 2025 - Apr 24, 2025
#4	-11.08% Oct 27, 2025 - Jan 16, 2026	-10.66% Feb 25, 2026 - Mar 20, 2026
#5	-9.08% Mar 28, 2024 - Jul 16, 2024	-10.10% Sep 26, 2024 - Mar 5, 2025
#6	-8.97% Jul 16, 2024 - Nov 6, 2024	-7.09% Sep 3, 2021 - Jan 12, 2022
#7	-6.90% Dec 4, 2024 - Jan 21, 2025	-6.10% Jul 16, 2024 - Aug 19, 2024
#8	-5.43% Nov 11, 2024 - Nov 25, 2024	-6.02% Jun 7, 2021 - Aug 13, 2021
#9	-4.65% Sep 18, 2025 - Oct 24, 2025	-4.55% Nov 12, 2025 - Dec 10, 2025
#10	-4.54% Dec 28, 2023 - Feb 8, 2024	-4.47% Mar 27, 2024 - May 10, 2024
#11	-4.26% Jun 4, 2026 - Jun 15, 2026	-4.21% Jan 8, 2021 - Feb 11, 2021
#12	-2.19% Jul 29, 2025 - Aug 12, 2025	-3.52% May 7, 2021 - Jun 1, 2021
#13	-2.08% Aug 13, 2025 - Aug 27, 2025	-3.51% Jul 23, 2025 - Aug 12, 2025
#14	-2.02% Mar 7, 2024 - Mar 20, 2024	-3.49% Aug 13, 2021 - Sep 2, 2021
#15	-1.82% Aug 28, 2025 - Sep 8, 2025	-3.44% May 21, 2024 - Jul 11, 2024