GMOI vs CSMD
Comparison between GMO INTERNATIONAL VALUE ETF (GMOI, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
GMOI vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GMOI
$455M
Winner
CSMD
$456M
Expense Ratio
Winner
GMOI
0.60%
CSMD
0.68%
Max Drawdown
Winner
GMOI
14.67%
CSMD
22.54%
Sharpe Ratio
Winner
GMOI
2.15
CSMD
0.57
5Y Beta
Winner
GMOI
0.62
CSMD
1.08
P/E Ratio
GMOI
N/A
CSMD
37.00
Forward P/E
GMOI
N/A
CSMD
23.73
5Y EPS CAGR
GMOI
N/A
CSMD
22.74%
Debt to Equity
GMOI
N/A
CSMD
60.65%
P/S Ratio
GMOI
N/A
CSMD
3.50
P/B Ratio
GMOI
N/A
CSMD
5.43
GMOI vs CSMD - Holdings Comparison
GMOI and CSMD have 1 common holdings. Overlap is -0.05%
GMOI's top 25 holdings weight is 56.14%. CSMD's top 25 holdings weight is 73.74%.
| Rank | GMOI | CSMD |
|---|---|---|
| #1 | THE TORONTO-DOMINION BANK (n/a) - 4.10% | NVENT ELECTRIC PLC (NVT) - 5.38% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 3.80% | STERLING INFRASTRUCTURE INC (STRL) - 4.85% |
| #3 | BANK OF NOVA SCOTIA (n/a) - 3.24% | RAMBUS INC (RMBS) - 4.66% |
| #4 | BNP PARIBAS ACT. CAT.A (n/a) - 3.03% | CURTISS-WRIGHT CORP (CW) - 4.36% |
| #5 | GSK PLC ADR (GSK) - 3.01% | COMFORT SYSTEMS USA INC (FIX) - 4.32% |
| #6 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.97% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% |
| #7 | BHP GROUP LTD ADR (BHP) - 2.94% | VALMONT INDUSTRIES INC (VMI) - 3.78% |
| #8 | EQUINOR ASA ADR (EQNR) - 2.77% | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% |
| #9 | RIO TINTO PLC ADR (RIO) - 2.37% | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% |
| #10 | SUN LIFE FINANCIAL INC (n/a) - 2.23% | NOVANTA INC (NOVT) - 2.87% |
| #11 | MANULIFE FINANCIAL CORP (MFC) - 2.19% | ENTEGRIS INC (ENTG) - 2.43% |
| #12 | SANOFI SA ADR (SNY) - 2.18% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% |
| #13 | NTT INC (n/a) - 1.99% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% |
| #14 | NESTLE SA ADR (NSRGY) - 1.97% | HALOZYME THERAPEUTICS INC (HALO) - 2.38% |
| #15 | MITSUI & CO LTD (n/a) - 1.90% | UFP TECHNOLOGIES INC (UFPT) - 2.35% |
| #16 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.81% | REPLIGEN CORP (RGEN) - 2.26% |
| #17 | MERCEDES-BENZ GROUP AG (n/a) - 1.67% | BOOT BARN HOLDINGS INC (BOOT) - 2.17% |
| #18 | DEUTSCHE POST AG (n/a) - 1.65% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% |
| #19 | HONDA MOTOR CO LTD ADR (HMC) - 1.62% | STERIS PLC (STE) - 2.16% |
| #20 | INPEX CORP (n/a) - 1.60% | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% |
| #21 | REPSOL SA (n/a) - 1.59% | RANGE RESOURCES CORP (RRC) - 2.12% |
| #22 | NOVARTIS AG ADR (NVS) - 1.54% | HAWKINS INC (HWKN) - 2.07% |
| #23 | PANASONIC HOLDINGS CORP (n/a) - 1.41% | MEDPACE HOLDINGS INC (MEDP) - 2.05% |
| #24 | FORTESCUE LTD (n/a) - 1.28% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% |
| #25 | KOMATSU LTD (n/a) - 1.28% | UMB FINANCIAL CORP (UMBF) - 2.03% |
| Total Holdings | 170 | 45 |
GMOI vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
GMOI
+2.29%
Winner
CSMD
+7.13%
3M
GMOI
+7.41%
Winner
CSMD
+10.77%
6M
Winner
GMOI
+15.83%
CSMD
+10.39%
1Y
Winner
GMOI
+36.84%
CSMD
+14.41%
Max(CAGR)
Winner
GMOI
+33.02%
CSMD
+12.97%
GMOI vs CSMD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | GMOI | CSMD |
|---|---|---|
| 2026 | +13.20% | +9.36% |
| 2025 | +46.15% | +6.34% |
| 2024 | -4.57% | +14.07% |
| 2023 | N/A | +6.44% |
GMOI vs CSMD Drawdown Comparison
The maximum drawdown for GMOI was -14.67%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current CSMD drawdown is -0.62%.
| Rank | GMOI | CSMD |
|---|---|---|
| #1 | -14.67% Mar 19, 2025 - May 12, 2025 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -8.36% Feb 25, 2026 - May 6, 2026 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -6.35% Nov 7, 2024 - Jan 30, 2025 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -4.31% Nov 12, 2025 - Nov 28, 2025 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -4.15% Jul 23, 2025 - Aug 12, 2025 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -3.53% Oct 6, 2025 - Oct 27, 2025 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -2.60% Mar 7, 2025 - Mar 17, 2025 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -2.43% May 26, 2026 - Jun 12, 2026 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -2.41% Jun 12, 2025 - Jun 27, 2025 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #10 | -2.34% Jan 30, 2025 - Feb 5, 2025 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #11 | -2.32% Jul 10, 2025 - Jul 23, 2025 | -4.26% Jun 4, 2026 - Jun 15, 2026 |
| #12 | -2.04% Oct 27, 2025 - Nov 10, 2025 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #13 | -1.71% Aug 22, 2025 - Sep 11, 2025 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #14 | -1.52% May 6, 2026 - May 13, 2026 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
| #15 | -1.48% Nov 5, 2024 - Nov 7, 2024 | -1.82% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between GMOI and CSMD is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2023 - 2025)
GMOI vs CSMD dividend yield comparison.
| Year | GMOI | CSMD |
|---|---|---|
| 2025 | 2.74% | 0.00% |
| 2024 | 0.54% | 0.40% |
| 2023 | 0.00% | 0.02% |
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