CSMD vs MCOW
Congress SMid Growth ETF against Pacer S&P MidCap 400 Quality FCF Aristocrats ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
15%
8 shared positions
Fee gap
19 bp
MCOW is cheaper
1-year return gap
8.5 pts
MCOW is ahead
Larger fund
CSMD
$482M
Side by side
| CSMD | MCOW | |
|---|---|---|
| Fund | Congress SMid Growth ETF | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF |
| Issuer | Congress | Pacer |
| Category | Mid Cap Growth | Quality |
| Expense ratio | 0.68% | 0.49% |
| Assets | $482M | $985K |
| Average daily dollar volume | $1.1M | $7K |
| Listed | Aug 21, 2023 | Aug 27, 2025 |
| FrenzyCap score | 42 | 29 |
| 1-month return | +4.7% | +5.4% |
| 3-month return | +0.1% | +5.7% |
| Year to date | +9.7% | +13.5% |
| 1-year return | +2.5% | +11.1% |
| 30-day volatility | 16.3% | 13.6% |
| Worst drawdown, 1 year | −14.8% | −14.6% |
| Trailing 12-month yield | — | 0.25% |
| Holdings | 46 | 81 |
| Top 10 weight | 36.7% | 30.7% |
| Look-through P/E | 27.9 | 25.5 |
| Holdings vs fair value | +10.3% | +9.1% |
| Holdings above 200-day average | 38% | 51% |
| Net flow, latest 3 reported months | +$4.8M thru Jul 2026 | $0 thru Jul 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Apr 30, 2026SEC filing | as of Apr 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
24% of CSMD · 16% of MCOW
Sector mix of the stock holdings
| Sector | CSMD | MCOW | Gap |
|---|---|---|---|
| Industrials | 27.8% | 21.2% | +6.5% |
| Technology | 12.2% | 32.7% | −20.4% |
| Health Care | 18.3% | 10.9% | +7.4% |
| Consumer Discretionary | 13.4% | 6.2% | +7.3% |
| Materials | 6.9% | 9.6% | −2.7% |
| Financials | 4.6% | 5.5% | −0.8% |
| Consumer Staples | 3.3% | 1.6% | +1.7% |
| Utilities | 0.0% | 4.2% | −4.2% |
| Energy | 2.4% | 0.0% | +2.4% |
| Communication Services | 0.0% | 2.2% | −2.2% |
| Real Estate | 1.6% | 0.0% | +1.6% |
More: full overlap table · CSMD holdings · MCOW holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.