Compare · 3 funds side by side · dividends reinvested

CSMD, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

CSMD, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.6%+3.5%+15.0%[…]−14.8%21.0%$483M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSMD 2023 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $483M[…]

CSMD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

CSMDMeasureSCHD

+8.6%Year to dateJan 1 → Nov 4+35.3%

+3.5%1 yearTotal return+41.6%

+15.0%3 years · per year$10,000 became $15,201 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−14.8%Worst dropSmaller is better−6.9%

21.0%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs SCHD: Top 5 Holdings

Today

CSMD

18.1%in top 5

SCHD

in top 521.6%

CSMDStockSCHD

not top 5TXN4.8%

4.4%HALOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%RBRKnot top 5

3.4%RGENnot top 5

3.1%MEDPnot top 5

3.1%VMInot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSMD vs SCHD Returns, Every Period

CongressCSMD

+3.5%

past year

SCHDSchwab

+41.6%

past year

CSMDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSMD vs SCHD

YTD

CongressCSMD

+8.6%

SCHDSchwab

+35.3%

+8.6%Year to date+35.3%

−14.8%Worst drop · 1Y−6.9%

21.0%Volatility · 1Y11.5%

0.0%Yield2.9%

$483MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

CSMD0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSMD, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VUG0.40%$40

CSMD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSMD, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

CSMDSCHDVUG

CSMD—0.0%0.0%

SCHD0.0%—0.8%

VUG0.0%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

CSMDWorst drop−14.8%21.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSMD

+35.3%Year to date+8.6%

2.9%Yield0.0%

+41.6%Past year+3.5%

0.06%Fee0.68%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026