LRGE vs CSMD
Comparison between CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
LRGE vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LRGE
$432M
Winner
CSMD
$433M
Expense Ratio
Winner
LRGE
0.48%
CSMD
0.68%
Max Drawdown
LRGE
37.78%
Winner
CSMD
22.54%
Sharpe Ratio
Winner
LRGE
0.46
CSMD
0.44
5Y Beta
Winner
LRGE
1.07
CSMD
1.07
P/E Ratio
Winner
LRGE
30.18
CSMD
37.09
Forward P/E
LRGE
24.49
Winner
CSMD
23.76
PEG Ratio
LRGE
0.73
CSMD
N/A
5Y Dividends CAGR
LRGE
11.03%
CSMD
N/A
5Y EPS CAGR
Winner
LRGE
32.85%
CSMD
22.66%
Debt to Equity
LRGE
N/A
CSMD
60.32%
P/S Ratio
LRGE
5.17
Winner
CSMD
3.46
P/B Ratio
LRGE
8.23
Winner
CSMD
5.43
LRGE vs CSMD - Holdings Comparison
LRGE and CSMD have 1 common holdings. Overlap is -0.03%
LRGE's top 25 holdings weight is 85.63%. CSMD's top 25 holdings weight is 73.74%.
| Rank | LRGE | CSMD |
|---|---|---|
| #1 | NET CURRENT ASSETS USD (n/a) - 22.38% | NVENT ELECTRIC PLC (NVT) - 5.38% |
| #2 | NVIDIA CORP (NVDA) - 9.21% | STERLING INFRASTRUCTURE INC (STRL) - 4.85% |
| #3 | MICROSOFT CORP (MSFT) - 6.40% | RAMBUS INC (RMBS) - 4.66% |
| #4 | AMAZON.COM INC (AMZN) - 5.73% | CURTISS-WRIGHT CORP (CW) - 4.36% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.80% | COMFORT SYSTEMS USA INC (FIX) - 4.32% |
| #6 | APPLE INC (AAPL) - 3.82% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% |
| #7 | VISA INC CLASS A (V) - 3.45% | VALMONT INDUSTRIES INC (VMI) - 3.78% |
| #8 | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% |
| #9 | NETFLIX INC (NFLX) - 3.03% | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.96% | NOVANTA INC (NOVT) - 2.87% |
| #11 | SYNOPSYS INC (SNPS) - 1.95% | ENTEGRIS INC (ENTG) - 2.43% |
| #12 | EATON CORP PLC (ETN) - 1.93% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.78% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% |
| #14 | INTUIT INC (INTU) - 1.75% | HALOZYME THERAPEUTICS INC (HALO) - 2.38% |
| #15 | TESLA INC (TSLA) - 1.70% | UFP TECHNOLOGIES INC (UFPT) - 2.35% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.52% | REPLIGEN CORP (RGEN) - 2.26% |
| #17 | W.W. GRAINGER INC (GWW) - 1.42% | BOOT BARN HOLDINGS INC (BOOT) - 2.17% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 1.25% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% |
| #19 | S&P GLOBAL INC (SPGI) - 1.24% | STERIS PLC (STE) - 2.16% |
| #20 | SHERWIN-WILLIAMS CO (SHW) - 1.21% | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% |
| #21 | WORKDAY INC CLASS A (WDAY) - 1.20% | RANGE RESOURCES CORP (RRC) - 2.12% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% | HAWKINS INC (HWKN) - 2.07% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% | MEDPACE HOLDINGS INC (MEDP) - 2.05% |
| #24 | BROADCOM INC (AVGO) - 1.12% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.10% | UMB FINANCIAL CORP (UMBF) - 2.03% |
| Total Holdings | 43 | 45 |
LRGE vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LRGE
+2.82%
CSMD
-0.06%
3M
Winner
LRGE
+6.10%
CSMD
+2.89%
6M
LRGE
+1.96%
Winner
CSMD
+4.30%
1Y
Winner
LRGE
+10.93%
CSMD
+10.60%
5Y(CAGR)
LRGE
+10.39%
CSMD
N/A
10Y(CAGR)
LRGE
+15.12%
CSMD
N/A
Max(CAGR)
Winner
LRGE
+15.12%
CSMD
+11.54%
LRGE vs CSMD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | LRGE | CSMD |
|---|---|---|
| 2026 | +3.07% | +5.16% |
| 2025 | +9.49% | +6.34% |
| 2024 | +28.06% | +14.07% |
| 2023 | +45.97% | +6.44% |
| 2022 | -31.43% | N/A |
| 2021 | +24.40% | N/A |
| 2020 | +30.62% | N/A |
| 2019 | +33.80% | N/A |
| 2018 | -0.66% | N/A |
| 2017 | +16.00% | N/A |
LRGE vs CSMD Drawdown Comparison
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current LRGE drawdown is -4.46%. The current CSMD drawdown is -3.92%.
| Rank | LRGE | CSMD |
|---|---|---|
| #1 | -37.04% Nov 19, 2021 - Jan 19, 2024 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -29.31% Feb 19, 2020 - Jul 1, 2020 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -20.26% Jan 23, 2025 - Jun 27, 2025 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -19.19% Oct 1, 2018 - Mar 21, 2019 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -16.32% Oct 28, 2025 - May 14, 2026 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -10.20% Sep 2, 2020 - Nov 16, 2020 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -9.43% Jul 16, 2024 - Aug 21, 2024 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -9.25% Apr 29, 2019 - Jul 3, 2019 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #10 | -7.72% Feb 12, 2021 - Apr 5, 2021 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #11 | -7.37% Jul 26, 2019 - Nov 8, 2019 | -3.92% Jun 4, 2026 - Jun 5, 2026 |
| #12 | -7.03% Mar 21, 2024 - Jun 5, 2024 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #13 | -6.54% Sep 3, 2021 - Oct 21, 2021 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #14 | -5.57% Apr 29, 2021 - Jun 10, 2021 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
| #15 | -5.41% Dec 4, 2024 - Jan 23, 2025 | -1.82% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between LRGE and CSMD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2025)
LRGE vs CSMD dividend yield comparison.
| Year | LRGE | CSMD |
|---|---|---|
| 2025 | 0.13% | 0.00% |
| 2024 | 0.17% | 0.40% |
| 2023 | 0.11% | 0.02% |
| 2022 | 2.02% | 0.00% |
| 2021 | 1.20% | 0.00% |
| 2020 | 0.37% | 0.00% |
| 2019 | 0.37% | 0.00% |
| 2018 | 2.10% | 0.00% |
| 2017 | 0.37% | 0.00% |
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