Compare · 2 funds side by side · dividends reinvested

CSMD and VUG

CSMDCongress×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

CSMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B1.4

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+8.9%+4.1%+15.3%[…]−14.8%21.0%$477M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSMD 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $477M[…]

CSMD

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMDMeasureVUG

+8.9%Year to dateJan 1 → Nov 4+4.7%

+4.1%1 yearTotal return+2.5%

+15.3%3 years · per year$10,000 became $15,318 · $19,673+25.3%

[…]5 years · per year$10,000 became […] · $16,902+11.1%

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

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

−14.8%Worst dropSmaller is better−16.1%

21.0%VolatilityLower is calmer18.2%

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

3–4VUG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSMD vs VUG: Top 5 Holdings

Today

CSMD

18.1%in top 5

VUG

in top 545.2%

CSMDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.4%HALOnot top 5

not top 5AVGO4.3%

4.1%RBRKnot top 5

3.4%RGENnot top 5

3.1%MEDPnot top 5

3.1%VMInot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSMD vs VUG Returns, Every Period

CongressCSMD

+4.1%

past year

VUGVanguard

+2.5%

past year

CSMDVUGFaded: behind in that period

2–1CSMD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSMD vs VUG

YTD

CongressCSMD

+8.9%

VUGVanguard

+4.7%

+8.9%Year to date+4.7%

−14.8%Worst drop · 1Y−16.1%

21.0%Volatility · 1Y18.2%

0.0%Yield0.4%

$477MAssets$233B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSMD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CSMD0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSMD, VUG

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

CSMD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSMD, VUG

Today

0.0%most shared, CSMD and VUG

CSMDVUG

CSMD—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.1%CSMD, at 21.0% volatility

VUGWorst drop−16.1%18.2% vol

CSMDWorst drop−14.8%21.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VUGCSMD

+4.7%Year to date+8.9%

0.4%Yield0.0%

+2.5%Past year+4.1%

0.03%Fee0.68%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026