CSMD vs VXUS
CSMD vs VXUS
Congress SMid Growth ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | CSMD | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.05% | |
| AUM | $459M | $156.5B | |
| Dividend Yield | 0.00% | 2.60% | |
| Holdings | 46 | 8,747 | |
| YTD Return | +11.65% | +14.57% | |
| 1Y Return | +12.56% | +27.82% | |
| 3Y Return (annualized) | +12.96% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 18.9% | 15.1% | |
| Max Drawdown | -22.5% | -39.9% | |
| Fund Family | Congress Asset Management Company | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 22, 2023 | Jan 26, 2011 |
CSMD vs VXUS Performance
Congress SMid Growth ETF (CSMD) is a ETF from Congress Asset Management Company and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CSMD returned +12.56% while VXUS returned +27.82%. Year to date, CSMD is up 11.65% versus a gain of 14.57% for VXUS.
Over three years, CSMD compounded at +12.96% per year against +19.27% for VXUS. Across the full 3-year window we track, CSMD has the edge at +12.96% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CSMD has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.5% for CSMD and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CSMD charges 0.68% per year while VXUS charges 0.05%. On a $10,000 position that is $68 vs $5 annually, a gap of $63 per year that compounds over a long holding period. On income, CSMD currently yields 0.00% against 2.60% for VXUS.
Holdings Overlap
CSMD and VXUS share 0 holdings out of 7908 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CSMD or VXUS?
CSMD has an expense ratio of 0.68% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, CSMD or VXUS?
Over the past year CSMD returned +12.56% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), CSMD annualized +12.96% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, CSMD or VXUS?
CSMD has been the more volatile fund at 18.9% annualized versus 15.1% for VXUS. Worst drawdown: CSMD -22.5% vs VXUS -39.9%.
Should I hold both CSMD and VXUS?
CSMD and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSMD and VXUS?
CSMD and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7908 unique securities.
Which pays a higher dividend, CSMD or VXUS?
CSMD yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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