OSEA vs CSMD
Comparison between HARBOR INTERNATIONAL COMPOUNDERS ETF (OSEA, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
OSEA vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OSEA
$487M
Winner
CSMD
$489M
Expense Ratio
Winner
OSEA
0.55%
CSMD
0.68%
Max Drawdown
Winner
OSEA
18.55%
CSMD
22.54%
Sharpe Ratio
OSEA
-0.08
Winner
CSMD
0.29
5Y Beta
Winner
OSEA
0.76
CSMD
1.08
P/E Ratio
OSEA
N/A
CSMD
4.70
Forward P/E
OSEA
N/A
CSMD
24.31
5Y EPS CAGR
OSEA
N/A
CSMD
20.12%
Debt to Equity
OSEA
N/A
CSMD
-1.99%
P/S Ratio
OSEA
N/A
CSMD
3.50
P/B Ratio
OSEA
N/A
CSMD
5.41
OSEA vs CSMD - Holdings Comparison
OSEA and CSMD have 1 common holdings. Overlap is -0.01%
OSEA's top 25 holdings weight is 90.60%. CSMD's top 25 holdings weight is 67.59%.
| Rank | OSEA | CSMD |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.91% | CURTISS-WRIGHT CORP (CW) - 4.26% |
| #2 | ASML HOLDING NV (n/a) - 6.09% | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% |
| #3 | SIEMENS AG (n/a) - 4.62% | VALMONT INDUSTRIES INC (VMI) - 3.79% |
| #4 | HOYA CORP (n/a) - 4.33% | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 4.05% | NVENT ELECTRIC PLC (NVT) - 3.69% |
| #6 | HDFC BANK LTD ADR (HDB) - 3.98% | RAMBUS INC (RMBS) - 3.05% |
| #7 | CONTEMPORARY AMPEREX TECHN H COMMON STOCK CNY1.0 (n/a) - 3.91% | STERLING INFRASTRUCTURE INC (STRL) - 2.99% |
| #8 | SCHNEIDER ELECTRIC SE (n/a) - 3.89% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% |
| #9 | AIA GROUP LTD (n/a) - 3.82% | REPLIGEN CORP (RGEN) - 2.82% |
| #10 | DEUTSCHE BOERSE AG (n/a) - 3.78% | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% |
| #11 | SSE PLC (n/a) - 3.50% | HALOZYME THERAPEUTICS INC (HALO) - 2.53% |
| #12 | NESTLE SA (n/a) - 3.46% | NOVANTA INC (NOVT) - 2.51% |
| #13 | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 3.46% | MEDPACE HOLDINGS INC (MEDP) - 2.50% |
| #14 | LINDE PLC (LIN) - 3.42% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% |
| #15 | TESCO PLC (n/a) - 3.30% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% |
| #16 | ASSA ABLOY AB CLASS B (n/a) - 3.23% | ENTEGRIS INC (ENTG) - 2.35% |
| #17 | GALDERMA GROUP AG COMMON STOCK CHF.01 (n/a) - 3.12% | UFP TECHNOLOGIES INC (UFPT) - 2.30% |
| #18 | SAP SE (n/a) - 3.02% | PJT PARTNERS INC CLASS A (PJT) - 2.25% |
| #19 | KEYENCE CORP (n/a) - 2.87% | DUTCH BROS INC CLASS A (BROS) - 2.25% |
| #20 | COMPASS GROUP PLC (n/a) - 2.87% | UMB FINANCIAL CORP (UMBF) - 2.10% |
| #21 | L'OREAL SA (n/a) - 2.83% | STERIS PLC (STE) - 2.03% |
| #22 | MERCADOLIBRE INC (MELI) - 2.76% | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% |
| #23 | RELX PLC (n/a) - 2.71% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% |
| #24 | VINCI SA (n/a) - 2.38% | BOOT BARN HOLDINGS INC (BOOT) - 2.01% |
| #25 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.29% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% |
| Total Holdings | 38 | 49 |
OSEA vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OSEA
-1.66%
CSMD
-3.14%
3M
OSEA
-3.64%
Winner
CSMD
+3.35%
6M
OSEA
-3.80%
Winner
CSMD
-0.66%
1Y
OSEA
-0.91%
Winner
CSMD
+7.76%
Max(CAGR)
OSEA
+11.24%
Winner
CSMD
+11.28%
OSEA vs CSMD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | OSEA | CSMD |
|---|---|---|
| 2026 | -3.48% | +5.95% |
| 2025 | +18.62% | +6.34% |
| 2024 | +1.02% | +14.07% |
| 2023 | +19.81% | +6.44% |
| 2022 | +9.76% | N/A |
OSEA vs CSMD Drawdown Comparison
The maximum drawdown for OSEA was -18.14%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current OSEA drawdown is -6.89%. The current CSMD drawdown is -6.62%.
| Rank | OSEA | CSMD |
|---|---|---|
| #1 | -18.14% Sep 26, 2024 - Jun 6, 2025 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -14.51% Jul 18, 2023 - Dec 19, 2023 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -12.31% Sep 12, 2022 - Nov 10, 2022 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -11.08% Feb 25, 2026 - May 6, 2026 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -8.77% Jul 12, 2024 - Aug 30, 2024 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -6.92% Feb 3, 2023 - Mar 30, 2023 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -6.89% May 6, 2026 - Jul 23, 2026 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -6.77% Mar 7, 2024 - May 15, 2024 | -6.62% Jun 30, 2026 - Jul 23, 2026 |
| #9 | -6.30% Dec 14, 2022 - Jan 12, 2023 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -5.90% Oct 27, 2025 - Jan 5, 2026 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #11 | -5.57% Jul 23, 2025 - Oct 2, 2025 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #12 | -5.05% Aug 30, 2024 - Sep 26, 2024 | -4.26% Jun 4, 2026 - Jun 15, 2026 |
| #13 | -4.96% Jun 15, 2023 - Jul 17, 2023 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #14 | -4.37% Dec 27, 2023 - Feb 1, 2024 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #15 | -3.93% May 15, 2024 - Jun 6, 2024 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
Correlation
Correlation between OSEA and CSMD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2025)
OSEA vs CSMD dividend yield comparison.
| Year | OSEA | CSMD |
|---|---|---|
| 2025 | 1.24% | 0.00% |
| 2024 | 0.51% | 0.40% |
| 2023 | 0.65% | 0.02% |
| 2022 | 0.11% | 0.00% |
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