Compare · 2 funds side by side · dividends reinvested

CSMD and QQQ

CSMDCongress×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,509QQQ · best of the two

02 / 04

CSMD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B1.1

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$453M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSMD 2023 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $453M[…]

CSMD

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMDMeasureQQQ

+4.1%Year to dateJan 1 → Nov 6+7.2%

−0.8%1 yearTotal return+5.8%

+13.5%3 years · per year$10,000 became $14,605 · $18,694+23.2%

[…]5 years · per year$10,000 became […] · $17,509+11.9%

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

0.00%Trailing 12-mo yield$0 · $47 a year on $10k0.47%

−14.8%Worst dropSmaller is better−14.8%

21.9%VolatilityLower is calmer21.3%

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

0–6QQQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs QQQ: Top 5 Holdings

Today

CSMD

18.4%in top 5

QQQ

in top 531.6%

CSMDStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

4.5%HALOnot top 5

4.0%RBRKnot top 5

not top 5MU3.5%

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSMD vs QQQ Returns, Every Period

CongressCSMD

−0.8%

past year

QQQInvesco

+5.8%

past year

CSMDQQQFaded: behind in that period

0–3QQQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSMD vs QQQ

YTD

CongressCSMD

+4.1%

QQQInvesco

+7.2%

+4.1%Year to date+7.2%

−14.8%Worst drop · 1Y−14.8%

21.9%Volatility · 1Y21.3%

0.0%Yield0.5%

$453MAssets$469B

3–0QQQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

CSMD0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSMD, QQQ

0.47%highest, QQQ

FundTrailing yieldYield$10k

QQQ0.47%$47

CSMD0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$29most kept, QQQ

QQQ$47 − $18 = $29

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSMD, QQQ

Today

0.0%most shared, CSMD and QQQ

CSMDQQQ

CSMD—0.0%

QQQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.8%QQQ, at 21.3% volatility

QQQWorst drop−14.8%21.3% vol

CSMDWorst drop−14.8%21.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

QQQCSMD

+7.2%Year to date+4.1%

0.5%Yield0.0%

+5.8%Past year−0.8%

0.18%Fee0.68%

4–0QQQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026