Compare · 3 funds side by side · dividends reinvested

CSMD, VIG and VTV

CSMDCongress×VIGVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

CSMD, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.4%+6.2%+14.5%[…]−14.8%22.1%$462M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSMD 2023 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $462M[…]

CSMD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

CSMDMeasureVIG

+8.4%Year to dateJan 1 → Nov 9+14.8%

+6.2%1 yearTotal return+17.6%

+14.5%3 years · per year$10,000 became $14,998 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.68%Expense ratio$68 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $146 a year on $10k1.46%

−14.8%Worst dropSmaller is better−7.9%

22.1%VolatilityLower is calmer11.0%

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

0–7VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs VIG: Top 5 Holdings

Today

CSMD

17.5%in top 5

VIG

in top 522.1%

CSMDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%RBRKnot top 5

3.7%HALOnot top 5

3.5%RGENnot top 5

3.2%MEDPnot top 5

3.2%BJnot top 5

Held in common0.4%

End-of-day Nov 9, 2026 · share of each fund

CSMD vs VIG Returns, Every Period

CongressCSMD

+6.2%

past year

VIGVanguard

+17.6%

past year

CSMDVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSMD vs VTV

YTD

CongressCSMD

+8.4%

VTVVanguard

+20.9%

+8.4%Year to date+20.9%

−14.8%Worst drop · 1Y−6.4%

22.1%Volatility · 1Y10.8%

0.0%Yield1.8%

$462MAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

CSMD0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSMD, VIG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VIG1.46%$146

CSMD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSMD, VIG, VTV

Today

51.5%most shared, VIG and VTV

CSMDVIGVTV

CSMD—0.4%0.1%

VIG0.4%—51.5%

VTV0.1%51.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

CSMDWorst drop−14.8%22.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVIG

+20.9%Year to date+14.8%

1.8%Yield1.5%

+25.4%Past year+17.6%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026