CSMD vs SCHD

ACSMD

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IJH $13,928

Lowest cost0.05%IJH · $5 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%CSMD and SCHD

Congress SMID Growth ETF · $481MSchwab U.S. Dividend Equity ETF · $123B

+13.9%3 years · per year$14,782 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $293 on $10k2.93%

Cards for this view

CSMD

Congress SMID Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCSMDSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield0.00%2.93%

5 years, per year[…]+10.4%

3 years, per year+13.9%+19.9%

Worst drop · 1Y−14.8%−6.9%

Volatility · 1Y22.1%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+1.1%	+8.4%	+4.5%	+13.9%	new	−14.8%	$481M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+1.1%	+8.4%	+4.5%	+13.9%	new	−14.8%	$481M

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