Compare · 2 funds side by side · dividends reinvested

CSMD and VIG

CSMDCongress×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

CSMD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$482M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSMD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

CSMDMeasureVIG

+4.1%Year to dateJan 1 → Nov 6+12.1%

−0.8%1 yearTotal return+14.3%

+13.5%3 years · per year$10,000 became $14,605 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

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

0.00%Trailing 12-mo yield$0 · $150 a year on $10k1.50%

−14.8%Worst dropSmaller is better−7.9%

21.9%VolatilityLower is calmer10.8%

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

0–7VIG 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 VIG: Top 5 Holdings

Today

CSMD

18.4%in top 5

VIG

in top 522.1%

CSMDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%HALOnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%RBRKnot top 5

not top 5JPM3.9%

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

Held in common0.4%

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

CSMD vs VIG Returns, Every Period

CongressCSMD

−0.8%

past year

VIGVanguard

+14.3%

past year

CSMDVIGFaded: behind in that period

0–3VIG wins

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

Stocks vs Income: CSMD vs VIG

YTD

CongressCSMD

+4.1%

VIGVanguard

+12.1%

+4.1%Year to date+12.1%

−14.8%Worst drop · 1Y−7.9%

21.9%Volatility · 1Y10.8%

0.0%Yield1.5%

$482MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: CSMD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CSMD0.68%$68

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

Yields: CSMD, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

CSMD0.00%$0

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, VIG

Today

0.4%most shared, CSMD and VIG

CSMDVIG

CSMD—0.4%

VIG0.4%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

VIGCSMD

+12.1%Year to date+4.1%

1.5%Yield0.0%

+14.3%Past year−0.8%

0.04%Fee0.68%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026