CSMD vs WTPI
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).
CSMD vs WTPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSMD
$489M
Winner
WTPI
$490M
Expense Ratio
CSMD
0.68%
Winner
WTPI
0.44%
Max Drawdown
Winner
CSMD
22.54%
WTPI
32.31%
Sharpe Ratio
CSMD
0.29
Winner
WTPI
0.98
5Y Beta
CSMD
1.08
Winner
WTPI
0.70
P/E Ratio
CSMD
4.70
WTPI
N/A
Forward P/E
CSMD
24.31
WTPI
N/A
5Y Dividends CAGR
CSMD
N/A
WTPI
60.30%
5Y EPS CAGR
CSMD
20.12%
WTPI
N/A
Debt to Equity
CSMD
-1.99%
WTPI
N/A
P/S Ratio
CSMD
3.50
WTPI
N/A
P/B Ratio
CSMD
5.41
WTPI
N/A
CSMD vs WTPI - Holdings Comparison
CSMD and WTPI have 0 common holdings. Overlap is 0.00%
CSMD's top 25 holdings weight is 67.59%. WTPI's top 25 holdings weight is 157.64%.
| Rank | CSMD | WTPI |
|---|---|---|
| #1 | CURTISS-WRIGHT CORP (CW) - 4.26% | WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 157.64% |
| #2 | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% | N/A |
| #3 | VALMONT INDUSTRIES INC (VMI) - 3.79% | N/A |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% | N/A |
| #5 | NVENT ELECTRIC PLC (NVT) - 3.69% | N/A |
| #6 | RAMBUS INC (RMBS) - 3.05% | N/A |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 2.99% | N/A |
| #8 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% | N/A |
| #9 | REPLIGEN CORP (RGEN) - 2.82% | N/A |
| #10 | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% | N/A |
| #11 | HALOZYME THERAPEUTICS INC (HALO) - 2.53% | N/A |
| #12 | NOVANTA INC (NOVT) - 2.51% | N/A |
| #13 | MEDPACE HOLDINGS INC (MEDP) - 2.50% | N/A |
| #14 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% | N/A |
| #15 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% | N/A |
| #16 | ENTEGRIS INC (ENTG) - 2.35% | N/A |
| #17 | UFP TECHNOLOGIES INC (UFPT) - 2.30% | N/A |
| #18 | PJT PARTNERS INC CLASS A (PJT) - 2.25% | N/A |
| #19 | DUTCH BROS INC CLASS A (BROS) - 2.25% | N/A |
| #20 | UMB FINANCIAL CORP (UMBF) - 2.10% | N/A |
| #21 | STERIS PLC (STE) - 2.03% | N/A |
| #22 | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% | N/A |
| #23 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% | N/A |
| #24 | BOOT BARN HOLDINGS INC (BOOT) - 2.01% | N/A |
| #25 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% | N/A |
| Total Holdings | 49 | 1 |
CSMD vs WTPI - Historical Returns
Returns include dividend reinvestment.
1M
CSMD
-3.14%
Winner
WTPI
+0.66%
3M
Winner
CSMD
+3.35%
WTPI
+2.29%
6M
CSMD
-0.66%
Winner
WTPI
+1.91%
1Y
CSMD
+7.76%
Winner
WTPI
+13.23%
5Y(CAGR)
CSMD
N/A
WTPI
+9.18%
10Y(CAGR)
CSMD
N/A
WTPI
+7.96%
Max(CAGR)
Winner
CSMD
+11.28%
WTPI
+8.30%
CSMD vs WTPI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | WTPI |
|---|---|---|
| 2026 | +5.95% | +3.45% |
| 2025 | +6.34% | +14.68% |
| 2024 | +14.07% | +17.32% |
| 2023 | +6.44% | +16.06% |
| 2022 | N/A | -10.28% |
| 2021 | N/A | +21.54% |
| 2020 | N/A | +1.32% |
| 2019 | N/A | +13.06% |
| 2018 | N/A | -7.39% |
| 2017 | N/A | +9.98% |
| 2016 | N/A | +11.18% |
CSMD vs WTPI Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current CSMD drawdown is -6.62%. The current WTPI drawdown is -1.31%.
| Rank | CSMD | WTPI |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -28.40% Feb 21, 2020 - Jan 8, 2021 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -16.56% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -15.34% Oct 2, 2018 - Jan 2, 2020 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -15.25% Feb 19, 2025 - Jul 16, 2025 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -8.19% Jan 26, 2018 - May 21, 2018 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -7.56% Jul 16, 2024 - Oct 8, 2024 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -7.13% Feb 10, 2026 - May 13, 2026 |
| #8 | -6.62% Jun 30, 2026 - Jul 23, 2026 | -5.42% Dec 29, 2021 - Mar 21, 2022 |
| #9 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -4.82% Mar 28, 2024 - May 15, 2024 |
| #10 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -3.54% Dec 16, 2024 - Jan 23, 2025 |
| #11 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -3.26% Nov 12, 2025 - Nov 26, 2025 |
| #12 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -3.02% Feb 17, 2021 - Mar 10, 2021 |
| #13 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -2.95% Jun 23, 2016 - Jul 1, 2016 |
| #14 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -2.92% Nov 18, 2021 - Dec 8, 2021 |
| #15 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -2.86% Jun 1, 2026 - Jun 15, 2026 |
Correlation
Correlation between CSMD and WTPI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
CSMD vs WTPI dividend yield comparison.
| Year | CSMD | WTPI |
|---|---|---|
| 2026 | 0.00% | 4.79% |
| 2025 | 0.00% | 13.18% |
| 2024 | 0.40% | 11.99% |
| 2023 | 0.02% | 8.94% |
| 2022 | 0.00% | 3.27% |
| 2020 | 0.00% | 1.43% |
| 2019 | 0.00% | 1.47% |
| 2018 | 0.00% | 6.46% |
| 2017 | 0.00% | 3.52% |
| 2016 | 0.00% | 2.27% |
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