Compare · 3 funds side by side · dividends reinvested

CSMD, VTI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

CSMD, VTI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$689B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.5

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$462M3.0

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 · VTI 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $462M[…]

CSMD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

CSMDMeasureVTI

+4.1%Year to dateJan 1 → Nov 6+8.9%

−0.8%1 yearTotal return+9.9%

+13.5%3 years · per year$10,000 became $14,605 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

−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 6, 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

18.4%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

4.0%RBRKnot top 5

3.5%RGENnot top 5

3.3%BJnot top 5

not top 5AMZN3.3%

3.2%UFPTnot top 5

not top 5GOOGL2.8%

Held in common0.6%

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

CSMD vs VTI Returns, Every Period

CongressCSMD

−0.8%

past year

VTIVanguard

+9.9%

past year

CSMDVTIFaded: behind in that period

0–3VTI wins

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

Stocks vs Core: CSMD vs VTI

YTD

CongressCSMD

+4.1%

VTIVanguard

+8.9%

+4.1%Year to date+8.9%

−14.8%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.7%

0.0%Yield1.1%

$462MAssets$689B

4–0VTI wins

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

Cost, Income and Risk

Fees: CSMD, VTI, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

CSMD0.68%$68

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

Yields: CSMD, VTI, SPY

1.09%highest, VTI

FundTrailing yieldYield$10k

VTI1.09%$109

SPY1.03%$103

CSMD0.00%$0

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, VTI, SPY

Today

85.5%most shared, VTI and SPY

CSMDVTISPY

CSMD—0.6%0.1%

VTI0.6%—85.5%

SPY0.1%85.5%—

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

SPYWorst drop−8.9%13.6% 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

VTISPY

+8.9%Year to date+8.7%

1.1%Yield1.0%

+9.9%Past year+9.7%

0.03%Fee0.09%

4–0VTI 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%

$178BAssets$778B

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

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