CSMD vs XMVM
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
CSMD vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$456M
XMVM
$455M
Expense Ratio
CSMD
0.68%
Winner
XMVM
0.39%
Max Drawdown
Winner
CSMD
22.54%
XMVM
63.81%
Sharpe Ratio
CSMD
0.57
Winner
XMVM
1.72
5Y Beta
CSMD
1.08
Winner
XMVM
0.87
P/E Ratio
CSMD
37.00
Winner
XMVM
12.79
Forward P/E
CSMD
23.73
Winner
XMVM
11.41
PEG Ratio
CSMD
N/A
XMVM
0.12
5Y Dividends CAGR
CSMD
N/A
XMVM
24.45%
5Y EPS CAGR
Winner
CSMD
22.74%
XMVM
10.38%
Debt to Equity
CSMD
60.65%
Winner
XMVM
42.95%
P/S Ratio
CSMD
3.50
Winner
XMVM
0.70
P/B Ratio
CSMD
5.43
Winner
XMVM
1.52
CSMD vs XMVM - Holdings Comparison
CSMD and XMVM have 3 common holdings. Overlap is 2.15%
CSMD's top 25 holdings weight is 73.74%. XMVM's top 25 holdings weight is 45.51%.
| Rank | CSMD | XMVM |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 5.38% | TD SYNNEX CORP (SNX) - 3.64% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 4.85% | LEAR CORP (LEA) - 3.04% |
| #3 | RAMBUS INC (RMBS) - 4.66% | HF SINCLAIR CORP (DINO) - 2.55% |
| #4 | CURTISS-WRIGHT CORP (CW) - 4.36% | n/a (BHF) - 2.17% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 4.32% | PBF ENERGY INC CLASS A (PBF) - 2.09% |
| #6 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% | MACY'S INC (M) - 1.95% |
| #7 | VALMONT INDUSTRIES INC (VMI) - 3.78% | VALARIS LTD (VAL) - 1.93% |
| #8 | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.79% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.77% |
| #10 | NOVANTA INC (NOVT) - 2.87% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.76% |
| #11 | ENTEGRIS INC (ENTG) - 2.43% | n/a (GHC) - 1.76% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% | BANK OZK (OZK) - 1.69% |
| #13 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% | VISTEON CORP (VC) - 1.67% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 2.38% | RYDER SYSTEM INC (R) - 1.64% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 2.35% | VALLEY NATIONAL BANCORP (VLY) - 1.62% |
| #16 | REPLIGEN CORP (RGEN) - 2.26% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.55% |
| #17 | BOOT BARN HOLDINGS INC (BOOT) - 2.17% | UNUM GROUP (UNM) - 1.48% |
| #18 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% | AUTONATION INC (AN) - 1.47% |
| #19 | STERIS PLC (STE) - 2.16% | WEBSTER FINANCIAL CORP (WBS) - 1.46% |
| #20 | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% | UNITED BANKSHARES INC (UBSI) - 1.45% |
| #21 | RANGE RESOURCES CORP (RRC) - 2.12% | ZIONS BANCORP NA (ZION) - 1.44% |
| #22 | HAWKINS INC (HWKN) - 2.07% | CNO FINANCIAL GROUP INC (CNO) - 1.41% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 2.05% | WESCO INTERNATIONAL INC (WCC) - 1.41% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% | ARAMARK (ARMK) - 1.39% |
| #25 | UMB FINANCIAL CORP (UMBF) - 2.03% | F N B CORP (FNB) - 1.38% |
| Total Holdings | 45 | 81 |
CSMD vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSMD
+7.13%
XMVM
+4.84%
3M
CSMD
+10.77%
Winner
XMVM
+11.02%
6M
Winner
CSMD
+10.39%
XMVM
+9.39%
1Y
CSMD
+14.41%
Winner
XMVM
+33.37%
5Y(CAGR)
CSMD
N/A
XMVM
+10.99%
10Y(CAGR)
CSMD
N/A
XMVM
+12.20%
Max(CAGR)
Winner
CSMD
+12.97%
XMVM
+9.49%
CSMD vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | XMVM |
|---|---|---|
| 2026 | +9.36% | +10.28% |
| 2025 | +6.34% | +19.49% |
| 2024 | +14.07% | +12.02% |
| 2023 | +6.44% | +18.01% |
| 2022 | N/A | -8.79% |
| 2021 | N/A | +38.13% |
| 2020 | N/A | +5.79% |
| 2019 | N/A | +30.77% |
| 2018 | N/A | -10.13% |
| 2017 | N/A | +1.49% |
| 2016 | N/A | +30.34% |
| 2015 | N/A | -7.21% |
| 2014 | N/A | +14.45% |
| 2013 | N/A | +36.61% |
| 2012 | N/A | +16.95% |
| 2011 | N/A | -1.86% |
| 2010 | N/A | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
CSMD vs XMVM Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current CSMD drawdown is -0.62%. The current XMVM drawdown is -0.71%.
| Rank | CSMD | XMVM |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -1.82% Aug 28, 2025 - Sep 8, 2025 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between CSMD and XMVM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
CSMD vs XMVM dividend yield comparison.
| Year | CSMD | XMVM |
|---|---|---|
| 2026 | 0.00% | 0.57% |
| 2025 | 0.00% | 2.07% |
| 2024 | 0.40% | 1.43% |
| 2023 | 0.02% | 1.57% |
| 2022 | 0.00% | 1.76% |
| 2021 | 0.00% | 1.10% |
| 2020 | 0.00% | 1.37% |
| 2019 | 0.00% | 1.73% |
| 2018 | 0.00% | 2.87% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.58% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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