Compare · 2 funds side by side · dividends reinvested

CSMD and IWF

CSMDCongress×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

CSMD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.3

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+2.1%−1.6%+12.5%[…]−14.8%21.9%$482M1.7

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

CSMDMeasureIWF

+2.1%Year to dateJan 1 → Nov 5−6.5%

−1.6%1 yearTotal return−7.6%

+12.5%3 years · per year$10,000 became $14,237 · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−14.8%Worst dropSmaller is better−14.6%

21.9%VolatilityLower is calmer19.3%

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

2–5IWF 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 IWF: Top 5 Holdings

Today

CSMD

18.5%in top 5

IWF

in top 539.6%

CSMDStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.5%HALOnot top 5

4.2%RBRKnot top 5

3.5%RGENnot top 5

3.3%UFPTnot top 5

3.1%BJnot top 5

Held in common0.6%

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

CSMD vs IWF Returns, Every Period

CongressCSMD

−1.6%

past year

IWFiShares

−7.6%

past year

CSMDIWFFaded: behind in that period

2–1CSMD wins

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

CSMD vs IWF

YTD

CongressCSMD

+2.1%

IWFiShares

−6.5%

+2.1%Year to date−6.5%

−14.8%Worst drop · 1Y−14.6%

21.9%Volatility · 1Y19.3%

0.0%Yield0.4%

$482MAssets$113B

3–1IWF wins

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

Cost, Income and Risk

Fees: CSMD, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CSMD0.68%$68

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

Yields: CSMD, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

CSMD0.00%$0

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, IWF

Today

0.6%most shared, CSMD and IWF

CSMDIWF

CSMD—0.6%

IWF0.6%—

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

Return vs Bumpiness: 2 ETFs

−1.6%CSMD, at 21.9% volatility

IWFWorst drop−14.6%19.3% 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

IWFCSMD

−6.5%Year to date+2.1%

0.4%Yield0.0%

−7.6%Past year−1.6%

0.18%Fee0.68%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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