Compare · 3 funds side by side · dividends reinvested

CSMD, IUSG and IWF

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,492IUSG · best of the three

Story of the three · IncomeMost incomeIUSG · 0.51% · $51 a year on $10k

Story of the three · RiskSmallest drop

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%0.51%+8.3%+8.1%+24.0%+10.5%−13.0%19.2%$32.3B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+6.7%+2.4%+13.4%[…]−14.8%22.2%$488M2.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: CSMD 2023 · IUSG 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Congress SMID Growth ETF · $488M[…]

CSMD

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

CSMDMeasure

More Ways to See the Pairs

CSMD vs IWF: Top 5 Holdings

Today

CSMD

17.0%in top 5

IWF

in top 538.2%

CSMDStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 13, 2026 · fee on $10,000 a year

Yields: CSMD, IUSG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWF

+6.7%Year to dateJan 1 → Nov 13−2.6%

+2.4%1 yearTotal return−3.9%

+13.4%3 years · per year$10,000 became $14,576 · $16,699+18.6%

[…]5 years · per year$10,000 became […] · $15,505+9.2%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $38 a year on $10k0.38%

−14.8%Worst dropSmaller is better−14.6%

22.2%VolatilityLower is calmer19.6%

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

2–5IWF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.9%RBRKnot top 5

3.5%HALOnot top 5

3.3%RGENnot top 5

3.2%BJnot top 5

3.1%MEDPnot top 5

Held in common0.6%

End-of-day Nov 13, 2026 · share of each fund

CSMD vs IWF Returns, Every Period

1Y

CongressCSMD

+2.4%

past year

IWFiShares

−3.9%

past year

CSMDIWFFaded: behind in that period

2–1CSMD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CSMD vs IUSG

YTD

CongressCSMD

+6.7%

IUSGiShares

+8.3%

+6.7%Year to date+8.3%

−14.8%Worst drop · 1Y−13.0%

22.2%Volatility · 1Y19.2%

0.0%Yield0.5%

$488MAssets$32.3B

4–0IUSG wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.51%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.51%$51

IWF0.38%$38

CSMD0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$47most kept, IUSG

IUSG$51 − $4 = $47

IWF$38 − $18 = $20

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSMD, IUSG, IWF

Today

72.8%most shared, IUSG and IWF

CSMDIUSGIWF

CSMD—0.5%0.6%

IUSG0.5%—72.8%

IWF0.6%72.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+8.1%IUSG, at 19.2% volatility

IUSGWorst drop−13.0%19.2% vol

IWFWorst drop−14.6%19.6% vol

CSMDWorst drop−14.8%22.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IUSGCSMD

+8.3%Year to date+6.7%

0.5%Yield0.0%

+8.1%Past year+2.4%

0.04%Fee0.68%

4–0IUSG wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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CSMD, IUSG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three