ETF Copilot
US Mid Cap

Is CSMD a good investment?

Updated October 9, 2026

Congress SMID Growth ETF (CSMD) is a US mid-cap ETF. As of October 9, 2026, ETF Copilot scores CSMD 4.5 out of 10 — highest on Growth (6.7), lowest on Return (1.8). It trades at 30.1 times earnings, against its own median of 30.0. Its ten largest holdings are 32% of the fund.

What stands out in CSMD's data

A focused portfolio of U.S. mid-cap growth stocks, actively chosen.

Priced higher than most mid-cap peers — you pay more for each dollar of earnings.

Its trailing EBITDA multiple of 19.2x is above the peer median of 14.2x, and analysts forecast 21% earnings growth ahead.

A niche sleeve for portfolios that want active stock selection in mid-cap growth.

How is CSMD rated? ETF Copilot scores Congress SMID Growth ETF (CSMD) 4.5 out of 10

As of October 9, 2026, ETF Copilot scores Congress SMID Growth ETF (CSMD) 4.5 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 4.5 / 10
  • Growth: 6.7 / 10
  • Value: 5.5 / 10
  • Risk: 4.9 / 10
  • Quality: 3.7 / 10
  • Return: 1.8 / 10

Is CSMD expensive right now? It trades at 30.1 times earnings, against its own median of 30.0

As of October 9, 2026, CSMD is more expensive than 54% of its own 39 monthly readings since 2023 — 21 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside CSMD? 29% Tech

What's inside CSMD: Size (Large 1%, Mid 77%, Small 22%); Geography (International 5%, US 95%); Tech 28.5%; Semiconductors 6.0%; Memory 3.2%.

What are CSMD's top holdings? The ten largest are 32% of the fund

Rubrik, Halozyme Therapeutics, Valmont Industries, Rambus, Repligen, UFP Technologies, Medpace, BJ'S Wholesale Club, Samsara and Entegris are CSMD's largest holdings, in that order.

More concentrated than 95% of US Mid Cap ETFs.

Half of CSMD's weight sits in its 18 largest positions, and once those weights are taken into account it behaves like 42 equally weighted holdings.

What is CSMD's expense ratio? 0.68% a year

As of October 9, 2026, CSMD charges 0.68% a year and holds $475M in assets across 48 positions.

Congress SMID Growth ETF (CSMD) — cost, income and size
MeasureCSMD
Expense ratio0.68%
Assets under management$475M
Holdings48

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “Congress SMID Growth ETF (CSMD) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/csmd

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