Compare · 2 funds side by side · dividends reinvested

CSMD and IUSG

CSMDCongress×IUSGiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,733IUSG · best of the two

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

Story of the two · RiskSmallest drop

CSMD and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.51%+7.8%+9.5%+24.2%+10.8%−13.0%19.3%$32.1B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+7.2%+4.7%+13.3%[…]−14.8%22.2%$481M2.0

Rank among the two1st → 2ndFee, 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 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Congress SMID Growth ETF · $481M[…]

CSMD

IUSG

iShares Core S&P U.S. Growth ETF · $32.1B$16,733

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

CSMDMeasureIUSG

+7.2%

More Ways to See the Pairs

CSMD vs IUSG: Top 5 Holdings

Today

CSMD

17.3%in top 5

IUSG

in top 539.0%

CSMDStockIUSG

not top 5NVDA11.9%

not top 5MSFT11.2%

not top 5AAPL7.1%

not top 5GOOGL4.7%

not top 5AVGO

Cost, Income and Risk

Fees: CSMD, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

CSMD0.68%$68

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

Yields: CSMD, IUSG

1Y

0.51%highest, IUSG

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.8%

+4.7%1 yearTotal return+9.5%

+13.3%3 years · per year$10,000 became $14,529 · $19,167+24.2%

[…]5 years · per year$10,000 became […] · $16,733+10.8%

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

0.00%Trailing 12-mo yield$0 · $51 a year on $10k0.51%

−14.8%Worst dropSmaller is better−13.0%

22.2%VolatilityLower is calmer19.3%

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

0–7IUSG wins

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

4.2%

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 common0.5%

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

CSMD vs IUSG Returns, Every Period

1Y

CongressCSMD

+4.7%

past year

IUSGiShares

+9.5%

past year

CSMDIUSGFaded: behind in that period

0–3IUSG wins

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

CSMD vs IUSG

YTD

CongressCSMD

+7.2%

IUSGiShares

+7.8%

+7.2%Year to date+7.8%

−14.8%Worst drop · 1Y−13.0%

22.2%Volatility · 1Y19.3%

0.0%Yield0.5%

$481MAssets$32.1B

4–0IUSG wins

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

Yield

$10k

IUSG0.51%$51

CSMD0.00%$0

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

Income After Fees on $10,000

1Y

$47most kept, IUSG

IUSG$51 − $4 = $47

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, IUSG

Today

0.5%most shared, CSMD and IUSG

CSMDIUSG

CSMD—0.5%

IUSG0.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.5%IUSG, at 19.3% volatility

IUSGWorst drop−13.0%19.3% vol

CSMDWorst drop−14.8%22.2% vol

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

Paid More vs Made More

YTD

IUSGCSMD

+7.8%Year to date+7.2%

0.5%Yield0.0%

+9.5%Past year+4.7%

0.04%Fee0.68%

4–0IUSG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSMD and IUSG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two