Compare · 2 funds side by side · dividends reinvested

CSMD and VO

CSMDCongress×VOVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,944VO · best of the two

Story of the two · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the two · RiskSmallest drop

CSMD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.4%+4.5%+13.9%[…]−14.8%22.1%$476M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSMD 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Congress SMID Growth ETF · $476M[…]

CSMD

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CSMDMeasureVO

+8.4%

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CSMD vs VO: Top 5 Holdings

Today

CSMD

17.3%in top 5

VO

in top 55.3%

CSMDStockVO

3.9%RBRKnot top 5

3.6%HALOnot top 5

3.4%RGENnot top 5

3.2%UFPTnot top 5

3.2%MEDPnot top 5

Cost, Income and Risk

Fees: CSMD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CSMD0.68%$68

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CSMD, VO

1Y

1.33%highest, VO

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to date

Jan 1 → Nov 11

+15.0%

+4.5%1 yearTotal return+15.0%

+13.9%3 years · per year$10,000 became $14,782 · $16,782+18.8%

[…]5 years · per year$10,000 became […] · $13,944+6.9%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $133 a year on $10k1.33%

−14.8%Worst dropSmaller is better−8.2%

22.1%VolatilityLower is calmer13.1%

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

0–7VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

CSMD vs VO Returns, Every Period

1Y

CongressCSMD

+4.5%

past year

VOVanguard

+15.0%

past year

CSMDVOFaded: behind in that period

0–3VO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CSMD vs VO

YTD

CongressCSMD

+8.4%

VOVanguard

+15.0%

+8.4%Year to date+15.0%

−14.8%Worst drop · 1Y−8.2%

22.1%Volatility · 1Y13.1%

0.0%Yield1.3%

$476MAssets$103B

4–0VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VO1.33%$133

CSMD0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSMD, VO

Today

0.2%most shared, CSMD and VO

CSMDVO

CSMD—0.2%

VO0.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.0%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

CSMDWorst drop−14.8%22.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOCSMD

+15.0%Year to date+8.4%

1.3%Yield0.0%

+15.0%Past year+4.5%

0.03%Fee0.68%

4–0VO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSMD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two