Compare · 3 funds side by side · dividends reinvested

CSMD, GARY and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

CSMD, GARY and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

Mango Growth ETFUS Stock Styles · Growth0.77%0.04%+25.8%[…][…][…][…][…]$271M2.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+7.2%+4.7%+13.3%[…]−14.8%22.2%$462M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CSMD 2023 · GARY 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Congress SMID Growth ETF · $462M[…]

CSMD

GARY

Mango Growth ETF · $271M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMDMeasure

More Ways to See the Pairs

CSMD vs GARY: Top 5 Holdings

Today

CSMD

17.3%in top 5

GARY

in top 524.3%

CSMDStockGARY

not top 5MA5.5%

not top 5AMD4.9%

not top 5ASML4.7%

not top 5MSFT4.7%

not top 5NVDA4.6%

Cost, Income and Risk

Fees: CSMD, GARY, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

CSMD0.68%$68

GARY0.77%$77

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: CSMD, GARY, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

GARY

+7.2%Year to dateJan 1 → Nov 10+25.8%

+4.7%1 yearTotal return[…]

+13.3%3 years · per year$10,000 became $14,529 · […][…]

[…]5 years · per year[…]

0.68%Expense ratio$68 · $77 a year on $10k · lower is better0.77%

0.00%Trailing 12-mo yield$0 · $4 a year on $10k0.04%

−14.8%Worst dropSmaller is better[…]

22.2%VolatilityLower is calmer[…]

CSMDGARY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2GARY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%RBRKnot top 5

3.5%HALOnot top 5

3.5%RGENnot top 5

3.2%UFPTnot top 5

3.2%MEDPnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CSMD vs GARY Returns, Every Period

1Y

CongressCSMD

+4.7%

past year

GARYMango

[…]

past year

CSMDGARYFaded: behind in that period

0–1GARY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSMD vs VTV

YTD

CongressCSMD

+7.2%

VTVVanguard

+21.0%

+7.2%Year to date+21.0%

−14.8%Worst drop · 1Y−6.4%

22.2%Volatility · 1Y10.8%

0.0%Yield1.8%

$462MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

GARY0.04%$4

CSMD0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

CSMD$0 − $68 = −$68

GARY$4 − $77 = −$73

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSMD, GARY, VTV

Today

3.1%most shared, GARY and VTV

CSMDGARYVTV

CSMD—0.0%0.1%

GARY0.0%—3.1%

VTV0.1%3.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

CSMDWorst drop−14.8%22.2% vol

GARYWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVGARY

+21.0%Year to date+25.8%

1.8%Yield0.0%

+24.8%Past year[…]

0.03%Fee0.77%

2–1VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CSMD, GARY and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three