MFDX vs CSMD

Comparison between PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).

MFDX vs CSMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFDX(ETF)	CSMD(ETF)
Net Assets	$456M	$456M
Expense Ratio	0.39%	0.68%
Max Drawdown	39.06%	22.54%
Sharpe Ratio	1.29	0.57
5Y Beta	0.62	1.08
P/E Ratio	N/A	37.00
Forward P/E	N/A	23.73
5Y Dividends CAGR	21.27%	N/A
5Y EPS CAGR	N/A	22.74%
Debt to Equity	N/A	60.65%
P/S Ratio	N/A	3.50
P/B Ratio	N/A	5.43

Net Assets

Winner

MFDX

$456M

CSMD

$456M

Expense Ratio

Winner

MFDX

0.39%

CSMD

0.68%

Max Drawdown

MFDX

39.06%

Winner

CSMD

22.54%

Sharpe Ratio

Winner

MFDX

1.29

CSMD

0.57

5Y Beta

Winner

MFDX

0.62

CSMD

1.08

P/E Ratio

MFDX

N/A

CSMD

37.00

Forward P/E

MFDX

N/A

CSMD

23.73

5Y Dividends CAGR

MFDX

21.27%

CSMD

N/A

5Y EPS CAGR

MFDX

N/A

CSMD

22.74%

Debt to Equity

MFDX

N/A

CSMD

60.65%

P/S Ratio

MFDX

N/A

CSMD

3.50

P/B Ratio

MFDX

N/A

CSMD

5.43

MFDX vs CSMD - Holdings Comparison

MFDX and CSMD have 1 common holdings. Overlap is -0.03%

MFDX's top 25 holdings weight is 15.14%. CSMD's top 25 holdings weight is 73.74%.

Rank	MFDX	CSMD
#1	NOVARTIS AG REGISTERED SHARES (n/a) - 0.87%	NVENT ELECTRIC PLC (NVT) - 5.38%
#2	ASML HOLDING NV (n/a) - 0.85%	STERLING INFRASTRUCTURE INC (STRL) - 4.85%
#3	BANCO SANTANDER SA (n/a) - 0.85%	RAMBUS INC (RMBS) - 4.66%
#4	GLENCORE PLC (n/a) - 0.75%	CURTISS-WRIGHT CORP (CW) - 4.36%
#5	ROCHE HOLDING AG (n/a) - 0.74%	COMFORT SYSTEMS USA INC (FIX) - 4.32%
#6	ENI SPA (n/a) - 0.73%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18%
#7	TOKYO ELECTRON LTD (n/a) - 0.72%	VALMONT INDUSTRIES INC (VMI) - 3.78%
#8	NESTLE SA-REG PROXY (n/a) - 0.69%	RUBRIK INC CLASS A SHARES (RBRK) - 3.14%
#9	ENGIE SA (n/a) - 0.69%	CARPENTER TECHNOLOGY CORP (CRS) - 3.03%
#10	SOCIETE GENERALE SA NEW SHARE ISSUE 2015 (n/a) - 0.69%	NOVANTA INC (NOVT) - 2.87%
#11	RIO TINTO PLC ORDINARY SHARES (n/a) - 0.68%	ENTEGRIS INC (ENTG) - 2.43%
#12	ORANGE SA ACT. NOUV. JCE EM. 2012 (n/a) - 0.65%	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42%
#13	ABB LTD (n/a) - 0.64%	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39%
#14	SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.62%	HALOZYME THERAPEUTICS INC (HALO) - 2.38%
#15	ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 0.60%	UFP TECHNOLOGIES INC (UFPT) - 2.35%
#16	VODAFONE GROUP PLC (n/a) - 0.58%	REPLIGEN CORP (RGEN) - 2.26%
#17	IBERDROLA SA (n/a) - 0.58%	BOOT BARN HOLDINGS INC (BOOT) - 2.17%
#18	ZURICH INSURANCE GROUP AG (n/a) - 0.57%	LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16%
#19	GSK PLC (n/a) - 0.55%	STERIS PLC (STE) - 2.16%
#20	KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.55%	LIGAND PHARMACEUTICALS INC (LGND) - 2.14%
#21	ITOCHU CORP (n/a) - 0.36%	RANGE RESOURCES CORP (RRC) - 2.12%
#22	FAST RETAILING CO LTD (n/a) - 0.30%	HAWKINS INC (HWKN) - 2.07%
#23	NEC CORP (n/a) - 0.30%	MEDPACE HOLDINGS INC (MEDP) - 2.05%
#24	DEUTSCHE POST AG (n/a) - 0.29%	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04%
#25	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.29%	UMB FINANCIAL CORP (UMBF) - 2.03%
Total Holdings	1205	45

MFDX vs CSMD - Historical Returns

Returns include dividend reinvestment.

Period	MFDX	CSMD
1 month	+2.63%	+7.13%
3 months	+6.62%	+10.77%
6 months	+12.80%	+10.39%
1 year	+24.09%	+14.41%
5 years(CAGR)	+10.37%	N/A
10 years(CAGR)	+9.02%	N/A
Max(CAGR)	+9.02%	+12.97%

MFDX

+2.63%

Winner

CSMD

+7.13%

MFDX

+6.62%

Winner

CSMD

+10.77%

Winner

MFDX

+12.80%

CSMD

+10.39%

Winner

MFDX

+24.09%

CSMD

+14.41%

5Y(CAGR)

MFDX

+10.37%

CSMD

N/A

10Y(CAGR)

MFDX

+9.02%

CSMD

N/A

Max(CAGR)

MFDX

+9.02%

Winner

CSMD

+12.97%

MFDX vs CSMD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	MFDX	CSMD
2026	+10.20%	+9.36%
2025	+34.68%	+6.34%
2024	+5.45%	+14.07%
2023	+16.95%	+6.44%
2022	-10.83%	N/A
2021	+10.81%	N/A
2020	+6.30%	N/A
2019	+20.23%	N/A
2018	-15.31%	N/A
2017	+7.02%	N/A

MFDX vs CSMD Drawdown Comparison

The maximum drawdown for MFDX was -36.04%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.

The current MFDX drawdown is -0.42%. The current CSMD drawdown is -0.62%.

Rank	MFDX	CSMD
#1	-36.04% Jan 26, 2018 - Dec 4, 2020	-22.54% Jan 22, 2025 - Jul 25, 2025
#2	-25.60% Jan 12, 2022 - Dec 14, 2023	-14.79% Jan 22, 2026 - Jun 2, 2026
#3	-11.63% Mar 19, 2025 - Apr 24, 2025	-13.85% Sep 1, 2023 - Dec 14, 2023
#4	-10.66% Feb 25, 2026 - Mar 20, 2026	-11.08% Oct 27, 2025 - Jan 16, 2026
#5	-10.10% Sep 26, 2024 - Mar 5, 2025	-9.08% Mar 28, 2024 - Jul 16, 2024
#6	-7.09% Sep 3, 2021 - Jan 12, 2022	-8.97% Jul 16, 2024 - Nov 6, 2024
#7	-6.10% Jul 16, 2024 - Aug 19, 2024	-6.90% Dec 4, 2024 - Jan 21, 2025
#8	-6.02% Jun 7, 2021 - Aug 13, 2021	-5.43% Nov 11, 2024 - Nov 25, 2024
#9	-4.55% Nov 12, 2025 - Dec 10, 2025	-4.65% Sep 18, 2025 - Oct 24, 2025
#10	-4.47% Mar 27, 2024 - May 10, 2024	-4.54% Dec 28, 2023 - Feb 8, 2024
#11	-4.21% Jan 8, 2021 - Feb 11, 2021	-4.26% Jun 4, 2026 - Jun 15, 2026
#12	-3.52% May 7, 2021 - Jun 1, 2021	-2.19% Jul 29, 2025 - Aug 12, 2025
#13	-3.51% Jul 23, 2025 - Aug 12, 2025	-2.08% Aug 13, 2025 - Aug 27, 2025
#14	-3.49% Aug 13, 2021 - Sep 2, 2021	-2.02% Mar 7, 2024 - Mar 20, 2024
#15	-3.44% May 21, 2024 - Jul 11, 2024	-1.82% Aug 28, 2025 - Sep 8, 2025