NFLT vs CSMD
Comparison between VIRTUS NEWFLEET MULTI-SECTOR BOND ETF (NFLT, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
NFLT vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NFLT
$455M
CSMD
$454M
Expense Ratio
Winner
NFLT
0.50%
CSMD
0.68%
Max Drawdown
Winner
NFLT
19.24%
CSMD
22.54%
Sharpe Ratio
Winner
NFLT
0.20
CSMD
0.15
5Y Beta
Winner
NFLT
0.10
CSMD
1.09
P/E Ratio
NFLT
N/A
CSMD
37.47
Forward P/E
NFLT
N/A
CSMD
24.31
5Y Dividends CAGR
NFLT
7.30%
CSMD
N/A
5Y EPS CAGR
NFLT
N/A
CSMD
18.62%
Debt to Equity
NFLT
N/A
CSMD
182.51%
P/S Ratio
NFLT
N/A
CSMD
3.39
P/B Ratio
NFLT
N/A
CSMD
5.41
NFLT vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
NFLT
+0.45%
Winner
CSMD
+2.06%
3M
NFLT
+0.49%
Winner
CSMD
+0.56%
6M
NFLT
+0.49%
Winner
CSMD
+2.24%
1Y
NFLT
+4.32%
Winner
CSMD
+4.59%
5Y(CAGR)
NFLT
+2.99%
CSMD
N/A
10Y(CAGR)
NFLT
+3.77%
CSMD
N/A
Max(CAGR)
NFLT
+4.05%
Winner
CSMD
+11.26%
NFLT vs CSMD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | NFLT | CSMD |
|---|---|---|
| 2026 | +1.81% | +7.03% |
| 2025 | +8.23% | +6.34% |
| 2024 | +6.16% | +14.07% |
| 2023 | +8.74% | +6.44% |
| 2022 | -9.30% | N/A |
| 2021 | +1.54% | N/A |
| 2020 | +8.12% | N/A |
| 2019 | +10.25% | N/A |
| 2018 | -2.52% | N/A |
| 2017 | +6.29% | N/A |
| 2016 | +7.57% | N/A |
| 2015 | -0.21% | N/A |
NFLT vs CSMD Drawdown Comparison
The maximum drawdown for NFLT was -15.17%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current NFLT drawdown is -0.52%. The current CSMD drawdown is -5.75%.
| Rank | NFLT | CSMD |
|---|---|---|
| #1 | -15.17% Feb 21, 2020 - Jul 27, 2020 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -13.41% Sep 14, 2021 - May 21, 2024 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -3.72% Jan 5, 2018 - Mar 7, 2019 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -3.37% Oct 30, 2015 - Mar 21, 2016 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -2.89% Feb 28, 2025 - May 20, 2025 | -9.65% Jun 30, 2026 - Aug 17, 2026 |
| #6 | -2.84% Oct 25, 2016 - Jan 11, 2017 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -2.41% Feb 23, 2026 - Apr 17, 2026 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #8 | -2.27% Feb 5, 2021 - Jun 9, 2021 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #9 | -1.93% Dec 9, 2024 - Jan 29, 2025 | -5.75% Aug 17, 2026 - Aug 28, 2026 |
| #10 | -1.80% Oct 1, 2024 - Dec 9, 2024 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -1.64% Sep 7, 2016 - Oct 7, 2016 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #12 | -1.33% Mar 3, 2017 - Apr 10, 2017 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #13 | -1.18% Jun 11, 2026 - Aug 27, 2026 | -4.26% Jun 4, 2026 - Jun 15, 2026 |
| #14 | -1.13% May 8, 2026 - May 29, 2026 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #15 | -1.03% Oct 16, 2017 - Dec 4, 2017 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
Correlation
Correlation between NFLT and CSMD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
NFLT vs CSMD dividend yield comparison.
| Year | NFLT | CSMD |
|---|---|---|
| 2026 | 3.26% | 0.00% |
| 2025 | 5.74% | 0.00% |
| 2024 | 5.76% | 0.40% |
| 2023 | 6.02% | 0.02% |
| 2022 | 4.16% | 0.00% |
| 2021 | 3.41% | 0.00% |
| 2020 | 3.63% | 0.00% |
| 2019 | 4.33% | 0.00% |
| 2018 | 4.81% | 0.00% |
| 2017 | 6.23% | 0.00% |
| 2016 | 5.30% | 0.00% |
| 2015 | 0.67% | 0.00% |
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