Compare · 4 funds side by side · dividends reinvested

CSMD, IVV, IWF and VUG

CSMDCongress×IVViShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

CSMD, IVV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.4%+6.2%+14.5%[…]−14.8%22.1%$462M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSMD 2023 · IVV 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $462M[…]

CSMD

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CSMDMeasureIVV

+8.4%Year to dateJan 1 → Nov 9+11.3%

+6.2%1 yearTotal return+13.6%

+14.5%3 years · per year$10,000 became $14,998 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−14.8%Worst dropSmaller is better−8.9%

22.1%VolatilityLower is calmer13.8%

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

0–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs IVV: Top 5 Holdings

Today

CSMD

17.5%in top 5

IVV

in top 527.8%

CSMDStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.9%RBRKnot top 5

3.7%HALOnot top 5

3.5%RGENnot top 5

3.2%MEDPnot top 5

3.2%BJnot top 5

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

CSMD vs IVV Returns, Every Period

CongressCSMD

+6.2%

past year

IVViShares

+13.6%

past year

CSMDIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSMD vs IVV

YTD

CongressCSMD

+8.4%

IVViShares

+11.3%

+8.4%Year to date+11.3%

−14.8%Worst drop · 1Y−8.9%

22.1%Volatility · 1Y13.8%

0.0%Yield1.1%

$462MAssets$853B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, IVV, IWF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWF0.18%$18

CSMD0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSMD, IVV, IWF, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VUG0.41%$41

IWF0.38%$38

CSMD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSMD, IVV, IWF, VUG

Today

78.1%most shared, IWF and VUG

CSMDIVVIWFVUG

CSMD—0.1%0.6%0.0%

IVV0.1%—56.0%55.1%

IWF0.6%56.0%—78.1%

VUG0.0%55.1%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

CSMDWorst drop−14.8%22.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCSMD

+11.3%Year to date+8.4%

1.1%Yield0.0%

+13.6%Past year+6.2%

0.03%Fee0.68%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026