NUMV vs CSMD

Comparison between NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).

NUMV vs CSMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUMV(ETF)	CSMD(ETF)
Net Assets	$431M	$433M
Expense Ratio	0.31%	0.68%
Max Drawdown	44.05%	22.54%
Sharpe Ratio	1.51	0.44
5Y Beta	0.73	1.07
P/E Ratio	24.12	37.09
Forward P/E	15.14	23.76
PEG Ratio	0.49	N/A
5Y Dividends CAGR	1.50%	N/A
5Y EPS CAGR	7.89%	22.66%
Debt to Equity	0.22%	60.32%
P/S Ratio	1.46	3.46
P/B Ratio	2.71	5.43

Net Assets

NUMV

$431M

Winner

CSMD

$433M

Expense Ratio

Winner

NUMV

0.31%

CSMD

0.68%

Max Drawdown

NUMV

44.05%

Winner

CSMD

22.54%

Sharpe Ratio

Winner

NUMV

1.51

CSMD

0.44

5Y Beta

Winner

NUMV

0.73

CSMD

1.07

P/E Ratio

Winner

NUMV

24.12

CSMD

37.09

Forward P/E

Winner

NUMV

15.14

CSMD

23.76

PEG Ratio

NUMV

0.49

CSMD

N/A

5Y Dividends CAGR

NUMV

1.50%

CSMD

N/A

5Y EPS CAGR

NUMV

7.89%

Winner

CSMD

22.66%

Debt to Equity

Winner

NUMV

0.22%

CSMD

60.32%

P/S Ratio

Winner

NUMV

1.46

CSMD

3.46

P/B Ratio

Winner

NUMV

2.71

CSMD

5.43

NUMV vs CSMD - Holdings Comparison

NUMV and CSMD have 3 common holdings. Overlap is 1.90%

NUMV's top 25 holdings weight is 48.26%. CSMD's top 25 holdings weight is 73.74%.

Rank	NUMV	CSMD
#1	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.44%	NVENT ELECTRIC PLC (NVT) - 5.38%
#2	KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.85%	STERLING INFRASTRUCTURE INC (STRL) - 4.85%
#3	HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.71%	RAMBUS INC (RMBS) - 4.66%
#4	BAKER HUGHES CO CLASS A (BKR) - 2.45%	CURTISS-WRIGHT CORP (CW) - 4.36%
#5	UNITED RENTALS INC (URI) - 2.37%	COMFORT SYSTEMS USA INC (FIX) - 4.32%
#6	STEEL DYNAMICS INC (STLD) - 2.16%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18%
#7	CBOE GLOBAL MARKETS INC (CBOE) - 2.13%	VALMONT INDUSTRIES INC (VMI) - 3.78%
#8	IRON MOUNTAIN INC (IRM) - 2.06%	RUBRIK INC CLASS A SHARES (RBRK) - 3.14%
#9	ARCHER-DANIELS-MIDLAND CO (ADM) - 2.00%	CARPENTER TECHNOLOGY CORP (CRS) - 3.03%
#10	CARDINAL HEALTH INC (CAH) - 1.87%	NOVANTA INC (NOVT) - 2.87%
#11	FERGUSON ENTERPRISES INC (FERG) - 1.78%	ENTEGRIS INC (ENTG) - 2.43%
#12	PRUDENTIAL FINANCIAL INC (PRU) - 1.73%	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42%
#13	KENVUE INC (KVUE) - 1.71%	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39%
#14	CENTERPOINT ENERGY INC (CNP) - 1.68%	HALOZYME THERAPEUTICS INC (HALO) - 2.38%
#15	ATMOS ENERGY CORP (ATO) - 1.67%	UFP TECHNOLOGIES INC (UFPT) - 2.35%
#16	FORTIVE CORP (FTV) - 1.62%	REPLIGEN CORP (RGEN) - 2.26%
#17	ECHOSTAR CORP CLASS A (SATS) - 1.61%	BOOT BARN HOLDINGS INC (BOOT) - 2.17%
#18	FIRST SOLAR INC (FSLR) - 1.60%	LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16%
#19	EVERSOURCE ENERGY (ES) - 1.59%	STERIS PLC (STE) - 2.16%
#20	REGIONS FINANCIAL CORP (RF) - 1.56%	LIGAND PHARMACEUTICALS INC (LGND) - 2.14%
#21	C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.56%	RANGE RESOURCES CORP (RRC) - 2.12%
#22	HEALTHPEAK PROPERTIES INC (DOC) - 1.54%	HAWKINS INC (HWKN) - 2.07%
#23	AMERICAN WATER WORKS CO INC (AWK) - 1.53%	MEDPACE HOLDINGS INC (MEDP) - 2.05%
#24	KIMCO REALTY CORP (KIM) - 1.52%	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04%
#25	T. ROWE PRICE GROUP INC (TROW) - 1.52%	UMB FINANCIAL CORP (UMBF) - 2.03%
Total Holdings	94	45

NUMV vs CSMD - Historical Returns

Returns include dividend reinvestment.

Period	NUMV	CSMD
1 month	+3.32%	-0.06%
3 months	+6.51%	+2.89%
6 months	+10.89%	+4.30%
1 year	+24.50%	+10.60%
5 years(CAGR)	+6.63%	N/A
10 years(CAGR)	+8.86%	N/A
Max(CAGR)	+8.86%	+11.54%

Winner

NUMV

+3.32%

CSMD

-0.06%

Winner

NUMV

+6.51%

CSMD

+2.89%

Winner

NUMV

+10.89%

CSMD

+4.30%

Winner

NUMV

+24.50%

CSMD

+10.60%

5Y(CAGR)

NUMV

+6.63%

CSMD

N/A

10Y(CAGR)

NUMV

+8.86%

CSMD

N/A

Max(CAGR)

NUMV

+8.86%

Winner

CSMD

+11.54%

NUMV vs CSMD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NUMV	CSMD
2026	+9.00%	+5.16%
2025	+14.54%	+6.34%
2024	+12.48%	+14.07%
2023	+8.51%	+6.44%
2022	-14.99%	N/A
2021	+33.46%	N/A
2020	+1.04%	N/A
2019	+29.86%	N/A
2018	-12.01%	N/A
2017	+13.87%	N/A
2016	-0.84%	N/A

NUMV vs CSMD Drawdown Comparison

The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

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

The current NUMV drawdown is -0.94%. The current CSMD drawdown is -3.92%.

Rank	NUMV	CSMD
#1	-43.46% Jan 17, 2020 - Jan 6, 2021	-22.54% Jan 22, 2025 - Jul 25, 2025
#2	-25.62% Jan 4, 2022 - Jul 16, 2024	-14.79% Jan 22, 2026 - Jun 2, 2026
#3	-20.08% Jan 29, 2018 - Jun 20, 2019	-13.85% Sep 1, 2023 - Dec 14, 2023
#4	-19.48% Nov 29, 2024 - Aug 13, 2025	-11.08% Oct 27, 2025 - Jan 16, 2026
#5	-8.71% Feb 27, 2026 - May 5, 2026	-9.08% Mar 28, 2024 - Jul 16, 2024
#6	-7.49% Jul 24, 2019 - Sep 11, 2019	-8.97% Jul 16, 2024 - Nov 6, 2024
#7	-7.35% Nov 16, 2021 - Jan 4, 2022	-6.90% Dec 4, 2024 - Jan 21, 2025
#8	-6.77% May 7, 2021 - Aug 11, 2021	-5.43% Nov 11, 2024 - Nov 25, 2024
#9	-5.34% Jul 31, 2024 - Aug 21, 2024	-4.65% Sep 18, 2025 - Oct 24, 2025
#10	-4.77% Jan 20, 2021 - Feb 5, 2021	-4.54% Dec 28, 2023 - Feb 8, 2024
#11	-4.76% Sep 2, 2021 - Oct 14, 2021	-3.92% Jun 4, 2026 - Jun 5, 2026
#12	-4.71% Feb 21, 2017 - Jun 13, 2017	-2.19% Jul 29, 2025 - Aug 12, 2025
#13	-4.25% Nov 12, 2025 - Nov 26, 2025	-2.08% Aug 13, 2025 - Aug 27, 2025
#14	-4.19% Sep 12, 2019 - Oct 21, 2019	-2.02% Mar 7, 2024 - Mar 20, 2024
#15	-4.01% Aug 8, 2017 - Oct 2, 2017	-1.82% Aug 28, 2025 - Sep 8, 2025