CSMD ETF — Congress SMID Growth ETF

Congress SMID Growth ETF (CSMD)

Updated October 16, 2026.

CSMD is an ETF. its expense ratio is 0.68%. Total return is 33.2% over the past 3.2 years, 48.1 points behind SPY at 81.3%.

Congress SMID Growth ETF is an actively managed fund that invests at least 80% of its assets in equity securities of small and mid-capitalization U.S. companies. The fund does not currently distribute income to shareholders and has an expense ratio of 0.68%. This fund appeals to growth-oriented investors seeking exposure to smaller U.S. companies rather than those focused on generating current income.

CSMD performance versus SPY

Price and return data through 2026-10-16.

Total return is 33.2% over the past 3.2 years, 48.1 points behind SPY at 81.3%. Over the past year its total return — price change plus distributions reinvested — is 0.2%. Its deepest 1-year drawdown was 14.8%.

CSMD key facts

Issuer

Congress

Asset type

ETF

Asset class

Equity

Inception date

08/21/2023

Expense ratio

0.68%

Distribution frequency

None

Last close

$33.23 (as of 2026-10-16)

AUM

$483,644,419

Average volume

54678.0

Ex-dividend date

12/12/2024

Payment date

12/13/2024

Beta

1.16

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Congress; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

CSMD risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 14.8%.

Who may consider CSMD — and who may not

It is a weaker fit for investors who need monthly cash flow (CSMD does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on CSMD

• All tickers starting with C

Tagged: Growth, Mid Cap, Small Caps.

Frequently asked questions

More securities from Congress.