CSMD vs PCSG
Congress SMid Growth ETF vs Polen 5Perspectives Small-Mid Growth ETF
Which is better, CSMD or PCSG?
PCSG costs less.
PCSG has a lower expense ratio. PCSG is less concentrated, with 28.0% of the fund in its ten largest positions against 31.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CSMD | PCSG |
|---|---|---|
| Expense Ratio | 0.68% | 0.60%Best |
| AUM | $477M | $3M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 96 | 86 |
| YTD Return | +4.26%Best | -11.17% |
| 1Y Return | +0.75% | - |
| 3Y Return (annualized) | +11.46% | - |
| Top 10 Weight | 31.9% | 28.0%Best |
| Fund Family | Congress Asset Management Company | Polen Capital |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Aug 22, 2023 | May 18, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CSMD vs PCSG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CSMD vs PCSG Performance
Congress SMid Growth ETF (CSMD) is an ETF from Congress Asset Management Company and Polen 5Perspectives Small-Mid Growth ETF (PCSG) is an ETF from Polen Capital. Year to date, CSMD is up 4.26% versus a loss of 11.17% for PCSG.
Past performance does not guarantee future results.
Fees and Cost Over Time
CSMD charges 0.68% per year while PCSG charges 0.60%. On a $10,000 position that is $68 vs $60 annually, a gap of $8 per year that compounds over a long holding period. On income, CSMD currently yields 0.00% against 0.00% for PCSG.
Holdings Overlap
20.7% of CSMD's money is in holdings PCSG also owns. 13.8% of PCSG's money is in holdings CSMD also owns.
CSMD and PCSG share little of their money.
9 positions in common, counted across the 47 positions we hold weights for in CSMD and 85 in PCSG, against full books of 96 and 86.
What only one of them owns
Our book lists 65 positions for PCSG that do not appear in our book for CSMD (76.3% of the fund), and 36 for CSMD that do not appear in PCSG (75.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CSMD | Weight in PCSG | Difference |
|---|---|---|---|
| RBRKRubrik Inc-A | 4.27% | 2.59% | 1.68% |
| DOCNDigitalocean Holdings Inc | 1.56% | 3.74% | 2.18% |
| FROGJfrog Ltd | 1.66% | 2.76% | 1.10% |
| AFRMAffirm Holdings Inc Class A | 2.64% | 1.07% | 1.57% |
| CWCurtiss-wright Corp | 2.06% | 1.60% | 0.46% |
| SOISolaris Oilfield Infrastructure Inc Com Cl A | 2.10% | 1.10% | 1.00% |
| CRSCarpenter Technology Corpcommon Stock | 2.56% | 0.21% | 2.35% |
| NOVTNovanta Inc. Common Stock | 2.37% | 0.26% | 2.11% |
| NBIXNeurocrine Biosciences Inc | 1.50% | 0.52% | 0.98% |
20.7% of CSMD is already inside PCSG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CSMD or PCSG?
CSMD has an expense ratio of 0.68% while PCSG charges 0.60%. PCSG is the cheaper option, by $8 a year on a $10,000 investment.
What is the holdings overlap between CSMD and PCSG?
20.7% of CSMD's money is in holdings PCSG also owns. 13.8% of PCSG's is in holdings CSMD also owns. They hold 9 positions in common, counted across the 47 positions we hold weights for in CSMD and 85 in PCSG.
Which pays a higher dividend, CSMD or PCSG?
CSMD yields 0.00% while PCSG yields 0.00%, so PCSG currently pays the higher dividend yield.
Is PCSG better than CSMD?
PCSG has a lower expense ratio. PCSG is less concentrated, with 28.0% of the fund in its ten largest positions against 31.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.