CSMD vs GARY5YCSMDCSMDAvsBGARYGARYCongress SMID Growth ETF · $462MMango Growth ETF · $271MReturns · dividends in+13.3%3 years · per year$14,529 · […][…][…]5 years · per year[…]Cost and income0.68%Expense ratio$68 · $77 on $10k · lower wins0.77%0.00%12-mo yield$0 · $4 on $10k0.04%Risk · 1 year−14.8%
$10,000 in CSMD, GARY, VTV5Y$10k startVTV $17.8kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSMD, GARY, VTVToday3.1%most shared, GARY and VTVCSMDGARYVTVCSMD—0.0%0.1%GARY0.0%—3.1%VTV0.1%3.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CSMD vs GARY5YACSMDCongress SMID Growth[…]vsGARYBMango Growth[…]MeasureCSMDGARYFee0.68%0.77%Cost on $10k a year$68$77Yield0.00%0.04%5 years, per year[…][…]3 years, per year+13.3%[…]Worst drop · 1Y−14.8%[…]Volatility · 1Y22.2%[…]1–0
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−1.1%+7.2%+4.7%+13.3%new−14.8%$462M3BGARYMango Growth ETFReadDesk0.77%0.04%−0.5%+25.8%newnewnew[…]$271MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−1.1%+7.2%+4.7%+13.3%new−14.8%$462M3BGARYMango Growth ETFReadDesk0.77%0.04%−0.5%+25.8%newnewnew[…]$271MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: CSMD, GARY, VTVToday3.1%most shared, GARY and VTVCSMDGARYVTVCSMD—0.0%0.1%GARY0.0%—3.1%VTV0.1%3.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$180most kept, VTVVTV$183 − $3 = $180CSMD$0 − $68 = −$68GARY$4 − $77 = −$73KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee