IBHG vs CSMD
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
IBHG vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHG
$434M
CSMD
$433M
Expense Ratio
Winner
IBHG
0.35%
CSMD
0.68%
Max Drawdown
Winner
IBHG
17.84%
CSMD
22.54%
Sharpe Ratio
IBHG
0.41
Winner
CSMD
0.44
5Y Beta
Winner
IBHG
0.14
CSMD
1.07
P/E Ratio
IBHG
N/A
CSMD
37.09
Forward P/E
IBHG
N/A
CSMD
23.76
5Y EPS CAGR
IBHG
N/A
CSMD
22.66%
Debt to Equity
IBHG
N/A
CSMD
60.32%
P/S Ratio
IBHG
N/A
CSMD
3.46
P/B Ratio
IBHG
N/A
CSMD
5.43
IBHG vs CSMD - Holdings Comparison
IBHG and CSMD have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. CSMD's top 25 holdings weight is 73.74%.
| Rank | IBHG | CSMD |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | NVENT ELECTRIC PLC (NVT) - 5.38% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | STERLING INFRASTRUCTURE INC (STRL) - 4.85% |
| #3 | n/a (n/a) - 2.49% | RAMBUS INC (RMBS) - 4.66% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | CURTISS-WRIGHT CORP (CW) - 4.36% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | COMFORT SYSTEMS USA INC (FIX) - 4.32% |
| #6 | n/a (n/a) - 2.16% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | VALMONT INDUSTRIES INC (VMI) - 3.78% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% |
| #9 | n/a (n/a) - 1.79% | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | NOVANTA INC (NOVT) - 2.87% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | ENTEGRIS INC (ENTG) - 2.43% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% |
| #13 | n/a (n/a) - 1.64% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | HALOZYME THERAPEUTICS INC (HALO) - 2.38% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | UFP TECHNOLOGIES INC (UFPT) - 2.35% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | REPLIGEN CORP (RGEN) - 2.26% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | BOOT BARN HOLDINGS INC (BOOT) - 2.17% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | STERIS PLC (STE) - 2.16% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | RANGE RESOURCES CORP (RRC) - 2.12% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | HAWKINS INC (HWKN) - 2.07% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | MEDPACE HOLDINGS INC (MEDP) - 2.05% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% |
| #25 | n/a (n/a) - 1.17% | UMB FINANCIAL CORP (UMBF) - 2.03% |
| Total Holdings | 122 | 45 |
IBHG vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHG
+0.19%
CSMD
-0.06%
3M
IBHG
+0.92%
Winner
CSMD
+2.89%
6M
IBHG
+1.43%
Winner
CSMD
+4.30%
1Y
IBHG
+4.80%
Winner
CSMD
+10.60%
5Y(CAGR)
IBHG
+3.57%
CSMD
N/A
Max(CAGR)
IBHG
+3.57%
Winner
CSMD
+11.54%
IBHG vs CSMD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | CSMD |
|---|---|---|
| 2026 | +1.06% | +5.16% |
| 2025 | +7.05% | +6.34% |
| 2024 | +7.61% | +14.07% |
| 2023 | +10.67% | +6.44% |
| 2022 | -8.82% | N/A |
| 2021 | +1.07% | N/A |
IBHG vs CSMD Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current IBHG drawdown is -0.22%. The current CSMD drawdown is -3.92%.
| Rank | IBHG | CSMD |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | -3.92% Jun 4, 2026 - Jun 5, 2026 |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | -1.82% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between IBHG and CSMD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2021 - 2026)
IBHG vs CSMD dividend yield comparison.
| Year | IBHG | CSMD |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 6.34% | 0.00% |
| 2024 | 7.01% | 0.40% |
| 2023 | 6.66% | 0.02% |
| 2022 | 5.62% | 0.00% |
| 2021 | 2.13% | 0.00% |
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