Compare · 3 funds side by side · dividends reinvested

CSMD, VOO and VTI

CSMDCongress×VOOVanguard×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CSMD, VOO and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.3

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$453M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSMD 2023 · VOO 2010 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $453M[…]

CSMD

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

CSMDMeasureVOO

+4.1%Year to dateJan 1 → Nov 6+8.7%

−0.8%1 yearTotal return+9.8%

+13.5%3 years · per year$10,000 became $14,605 · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−14.8%Worst dropSmaller is better−8.9%

21.9%VolatilityLower is calmer13.5%

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

0–7VOO 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 VOO: Top 5 Holdings

Today

CSMD

18.4%in top 5

VOO

in top 528.3%

CSMDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.5%HALOnot top 5

4.0%RBRKnot top 5

not top 5AMZN3.7%

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

not top 5GOOGL3.1%

Held in common0.1%

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

CSMD vs VOO Returns, Every Period

CongressCSMD

−0.8%

past year

VOOVanguard

+9.8%

past year

CSMDVOOFaded: behind in that period

0–3VOO wins

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

Stocks vs Core: CSMD vs VOO

YTD

CongressCSMD

+4.1%

VOOVanguard

+8.7%

+4.1%Year to date+8.7%

−14.8%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.5%

0.0%Yield1.1%

$453MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: CSMD, VOO, VTI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTI0.03%$3

CSMD0.68%$68

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

Yields: CSMD, VOO, VTI

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

VTI1.09%$109

CSMD0.00%$0

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VTI$109 − $3 = $106

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, VOO, VTI

Today

89.0%most shared, VOO and VTI

CSMDVOOVTI

CSMD—0.1%0.6%

VOO0.1%—89.0%

VTI0.6%89.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

VOOWorst drop−8.9%13.5% vol

VTIWorst drop−8.9%13.7% 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

VOOVTI

+8.7%Year to date+8.9%

1.1%Yield1.1%

+9.8%Past year+9.9%

0.03%Fee0.03%

2–0VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026