Compare · 3 funds side by side · dividends reinvested

CSMD, IVV and SPY

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

02 / 04

CSMD, IVV and SPY, 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%$853B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.8

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.4%+6.2%+14.5%[…]−14.8%22.1%$462M3.0

Rank among the three1st → 3rdFee, 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 · SPY 1993

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, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSMD0.68%$68

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

Yields: CSMD, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

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

SPY$101 − $9 = $92

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, IVV, SPY

Today

99.9%most shared, IVV and SPY

CSMDIVVSPY

CSMD—0.1%0.1%

IVV0.1%—99.9%

SPY0.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

IVVSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026