Compare · 3 funds side by side · dividends reinvested

CSMD, IUSG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,500IUSG · best of the three

02 / 04

CSMD, IUSG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+5.8%+5.8%+24.5%+10.5%−13.0%19.1%$33.0B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.3

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$482M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSMD 2023 · IUSG 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

IUSG

iShares Core S&P U.S. Growth ETF · $33.0B$16,500

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CSMDMeasureIUSG

+4.1%Year to dateJan 1 → Nov 6+5.8%

−0.8%1 yearTotal return+5.8%

+13.5%3 years · per year$10,000 became $14,605 · $19,299+24.5%

[…]5 years · per year$10,000 became […] · $16,501+10.5%

0.68%Expense ratio$68 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $52 a year on $10k0.52%

−14.8%Worst dropSmaller is better−13.0%

21.9%VolatilityLower is calmer19.1%

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

0–7IUSG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs IUSG: Top 5 Holdings

Today

CSMD

18.4%in top 5

IUSG

in top 539.8%

CSMDStockIUSG

not top 5NVDA12.6%

not top 5MSFT11.4%

not top 5AAPL7.2%

not top 5GOOGL4.7%

4.5%HALOnot top 5

not top 5AVGO4.0%

4.0%RBRKnot top 5

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

CSMD vs IUSG Returns, Every Period

CongressCSMD

−0.8%

past year

IUSGiShares

+5.8%

past year

CSMDIUSGFaded: behind in that period

0–3IUSG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSMD vs IUSG

YTD

CongressCSMD

+4.1%

IUSGiShares

+5.8%

+4.1%Year to date+5.8%

−14.8%Worst drop · 1Y−13.0%

21.9%Volatility · 1Y19.1%

0.0%Yield0.5%

$482MAssets$33.0B

4–0IUSG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, IUSG, IWF

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

IWF0.18%$18

CSMD0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSMD, IUSG, IWF

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

IWF0.39%$39

CSMD0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

IWF$39 − $18 = $21

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSMD, IUSG, IWF

Today

72.3%most shared, IUSG and IWF

CSMDIUSGIWF

CSMD—0.5%0.6%

IUSG0.5%—72.3%

IWF0.6%72.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.8%IUSG, at 19.1% volatility

IUSGWorst drop−13.0%19.1% vol

IWFWorst drop−14.6%19.4% vol

CSMDWorst drop−14.8%21.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSGCSMD

+5.8%Year to date+4.1%

0.5%Yield0.0%

+5.8%Past year−0.8%

0.04%Fee0.68%

4–0IUSG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026