Compare · 2 funds side by side · dividends reinvested

CSMD and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

CSMD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.0

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+2.1%−1.6%+12.5%[…]−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 5, 2026 · returns include dividends · since: CSMD 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

CSMDMeasureVTI

+2.1%Year to dateJan 1 → Nov 5+8.4%

−1.6%1 yearTotal return+9.9%

+12.5%3 years · per year$10,000 became $14,237 · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

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 calmer13.7%

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

0–7VTI wins

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

More Ways to See the Pairs

CSMD vs VTI: Top 5 Holdings

Today

CSMD

18.5%in top 5

VTI

in top 525.0%

CSMDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

4.5%HALOnot top 5

4.2%RBRKnot top 5

3.5%RGENnot top 5

3.3%UFPTnot top 5

not top 5AMZN3.3%

3.1%BJnot top 5

not top 5GOOGL2.8%

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

CSMD vs VTI Returns, Every Period

CongressCSMD

−1.6%

past year

VTIVanguard

+9.9%

past year

CSMDVTIFaded: behind in that period

0–3VTI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSMD vs VTI

YTD

CongressCSMD

+2.1%

VTIVanguard

+8.4%

+2.1%Year to date+8.4%

−14.8%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.7%

0.0%Yield1.1%

$482MAssets$689B

4–0VTI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

CSMD0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSMD, VTI

1.10%highest, VTI

FundTrailing yieldYield$10k

VTI1.10%$110

CSMD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSMD, VTI

Today

0.6%most shared, CSMD and VTI

CSMDVTI

CSMD—0.6%

VTI0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

VTIWorst drop−8.9%13.7% vol

CSMDWorst drop−14.8%21.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTICSMD

+8.4%Year to date+2.1%

1.1%Yield0.0%

+9.9%Past year−1.6%

0.03%Fee0.68%

4–0VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026