Compare · 2 funds side by side · dividends reinvested

CSMD and IVV

CSMDCongress×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

CSMD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+2.1%−1.6%+12.5%[…]−14.8%21.9%$482M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSMD 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

CSMD

Congress SMID Growth ETF · $482M[…]

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

IVVMeasureCSMD

+8.4%Year to dateJan 1 → Nov 5+2.1%

+9.7%1 yearTotal return−1.6%

+22.1%3 years · per year$10,000 became $18,221 · $14,237+12.5%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $68 a year on $10k · lower is better0.68%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−14.8%

13.6%VolatilityLower is calmer21.9%

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

7–0IVV wins

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

More Ways to See the Pairs

IVV vs CSMD: Top 5 Holdings

Today

IVV

27.7%in top 5

CSMD

in top 518.5%

IVVStockCSMD

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5HALO4.5%

not top 5RBRK4.2%

3.9%AMZNnot top 5

not top 5RGEN3.5%

not top 5UFPT3.3%

not top 5BJ3.1%

2.6%GOOGLnot top 5

Held in common0.1%

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

IVV vs CSMD Returns, Every Period

iSharesIVV

+9.7%

past year

CSMDCongress

−1.6%

past year

IVVCSMDFaded: behind in that period

3–0IVV wins

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

Core vs Stocks: IVV vs CSMD

YTD

iSharesIVV

+8.4%

CSMDCongress

+2.1%

+8.4%Year to date+2.1%

−8.9%Worst drop · 1Y−14.8%

13.6%Volatility · 1Y21.9%

1.1%Yield0.0%

$850BAssets$482M

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CSMD0.68%$68

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

Yields: CSMD, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CSMD0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, IVV

Today

0.1%most shared, CSMD and IVV

CSMDIVV

CSMD—0.1%

IVV0.1%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% 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

IVVCSMD

+8.4%Year to date+2.1%

1.1%Yield0.0%

+9.7%Past year−1.6%

0.03%Fee0.68%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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