Compare · 3 funds side by side · dividends reinvested

CSMD, VONG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,524VONG · best of the three

02 / 04

CSMD, VONG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Growth ETFUS Stock Styles · Growth0.06%0.51%−5.2%−6.4%+19.5%+9.2%−14.6%19.3%$47.1B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.1

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$453M2.4

Rank among the three1st → 3rdFee, 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 · VONG 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $453M[…]

CSMD

VONG

Vanguard Russell 1000 Growth ETF · $47.1B$15,524

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

CSMDMeasureVONG

+4.1%Year to dateJan 1 → Nov 6−5.2%

−0.8%1 yearTotal return−6.4%

+13.5%3 years · per year$10,000 became $14,605 · $17,079+19.5%

[…]5 years · per year$10,000 became […] · $15,524+9.2%

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

0.00%Trailing 12-mo yield$0 · $51 a year on $10k0.51%

−14.8%Worst dropSmaller is better−14.6%

21.9%VolatilityLower is calmer19.3%

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

2–5VONG 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 VONG: Top 5 Holdings

Today

CSMD

18.4%in top 5

VONG

in top 539.6%

CSMDStockVONG

not top 5NVDA15.6%

not top 5AAPL7.7%

not top 5GOOGL5.9%

not top 5MSFT5.6%

not top 5AVGO4.8%

4.5%HALOnot top 5

4.0%RBRKnot top 5

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

Held in common0.6%

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

CSMD vs VONG Returns, Every Period

CongressCSMD

−0.8%

past year

VONGVanguard

−6.4%

past year

CSMDVONGFaded: behind in that period

2–1CSMD wins

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

CSMD vs VONG

YTD

CongressCSMD

+4.1%

VONGVanguard

−5.2%

+4.1%Year to date−5.2%

−14.8%Worst drop · 1Y−14.6%

21.9%Volatility · 1Y19.3%

0.0%Yield0.5%

$453MAssets$47.1B

3–1VONG wins

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

Cost, Income and Risk

Fees: CSMD, VONG, IWF

Today

0.06%lowest, VONG

FundExpense ratioFee$10k

VONG0.06%$6

IWF0.18%$18

CSMD0.68%$68

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

Yields: CSMD, VONG, IWF

0.51%highest, VONG

FundTrailing yieldYield$10k

VONG0.51%$51

IWF0.39%$39

CSMD0.00%$0

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

Income After Fees on $10,000

$45most kept, VONG

VONG$51 − $6 = $45

IWF$39 − $18 = $21

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, VONG, IWF

Today

91.3%most shared, VONG and IWF

CSMDVONGIWF

CSMD—0.6%0.6%

VONG0.6%—91.3%

IWF0.6%91.3%—

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

Return vs Bumpiness: 3 ETFs

−0.8%CSMD, at 21.9% volatility

VONGWorst drop−14.6%19.3% vol

IWFWorst drop−14.6%19.4% 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

VONGCSMD

−5.2%Year to date+4.1%

0.5%Yield0.0%

−6.4%Past year−0.8%

0.06%Fee0.68%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

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