Compare · 2 funds side by side · dividends reinvested

CSMD and SPYM

CSMDCongress×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

CSMD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.6%+3.5%+15.0%[…]−14.8%21.0%$477M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSMD 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $477M[…]

CSMD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

CSMDMeasureSPYM

+8.6%Year to dateJan 1 → Nov 4+13.4%

+3.5%1 yearTotal return+13.5%

+15.0%3 years · per year$10,000 became $15,201 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.68%Expense ratio$68 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−14.8%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer12.8%

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

0–7SPYM 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 SPYM: Top 5 Holdings

Today

CSMD

18.1%in top 5

SPYM

in top 527.3%

CSMDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.4%HALOnot top 5

4.1%RBRKnot top 5

not top 5AMZN3.8%

3.4%RGENnot top 5

3.1%MEDPnot top 5

3.1%VMInot top 5

not top 5GOOGL2.5%

Held in common0.1%

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

CSMD vs SPYM Returns, Every Period

CongressCSMD

+3.5%

past year

SPYMSPDR

+13.5%

past year

CSMDSPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: CSMD vs SPYM

YTD

CongressCSMD

+8.6%

SPYMSPDR

+13.4%

+8.6%Year to date+13.4%

−14.8%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y12.8%

0.0%Yield1.0%

$477MAssets$185B

4–0SPYM wins

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

Cost, Income and Risk

Fees: CSMD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CSMD0.68%$68

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

Yields: CSMD, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

CSMD0.00%$0

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, SPYM

Today

0.1%most shared, CSMD and SPYM

CSMDSPYM

CSMD—0.1%

SPYM0.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% 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

SPYMCSMD

+13.4%Year to date+8.6%

1.0%Yield0.0%

+13.5%Past year+3.5%

0.02%Fee0.68%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026