Compare · 3 funds side by side · dividends reinvested

CSMD, IUSG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,437IUSG · best of the three

02 / 04

CSMD, IUSG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$33.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+2.1%−1.6%+12.5%[…]−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 5, 2026 · returns include dividends · since: CSMD 2023 · IUSG 2000 · VUG 2004

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$16,437

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

CSMDMeasureIUSG

+2.1%Year to dateJan 1 → Nov 5+4.8%

−1.6%1 yearTotal return+5.1%

+12.5%3 years · per year$10,000 became $14,237 · $19,348+24.6%

[…]5 years · per year$10,000 became […] · $16,437+10.4%

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 5, 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

18.5%in top 5

IUSG

in top 539.8%

CSMDStockIUSG

not top 5NVDA13.1%

not top 5MSFT11.1%

not top 5AAPL6.9%

not top 5GOOGL4.6%

4.5%HALOnot top 5

4.2%RBRKnot top 5

not top 5AVGO4.2%

3.5%RGENnot top 5

3.3%UFPTnot top 5

3.1%BJnot top 5

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

CSMD vs IUSG Returns, Every Period

CongressCSMD

−1.6%

past year

IUSGiShares

+5.1%

past year

CSMDIUSGFaded: behind in that period

0–3IUSG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSMD vs IUSG

YTD

CongressCSMD

+2.1%

IUSGiShares

+4.8%

+2.1%Year to date+4.8%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, IUSG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSG0.04%$4

CSMD0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSMD, IUSG, VUG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

VUG0.43%$43

CSMD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

VUG$43 − $3 = $40

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSMD, IUSG, VUG

Today

73.9%most shared, IUSG and VUG

CSMDIUSGVUG

CSMD—0.5%0.0%

IUSG0.5%—73.9%

VUG0.0%73.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.1%IUSG, at 19.1% volatility

VUGWorst drop−15.1%19.0% vol

IUSGWorst drop−13.0%19.1% vol

CSMDWorst drop−14.8%21.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IUSGCSMD

+4.8%Year to date+2.1%

0.5%Yield0.0%

+5.1%Past year−1.6%

0.04%Fee0.68%

4–0IUSG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026