CSMD vs IUSG

ACSMD

BIUSG

Measures won0–5IUSG wins · of 6 · 5Y

$10,000 · 5Y$16,500IUSG · IWF $15,441

Lowest cost0.04%IUSG · $4 on $10k

Most income0.52%IUSG · $52 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common0.5%CSMD and IUSG

CSMD

IUSG

Congress SMID Growth ETF · $482MiShares Core S&P U.S. Growth ETF · $33.0B

+13.5%3 years · per year$14,605 · $19,299+24.5%

[…]5 years · per year[…] · $16,501+10.5%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $52 on $10k0.52%

−14.8%Worst dropSmaller wins−13.0%

21.9%VolatilityLower wins19.1%

0–5IUSG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSMD · IUSG

1.8%NBIX0.0%

1.9%CW0.0%

1.7%NVT0.0%

3.2%MEDP0.0%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$33.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+2.0%	+4.1%	−0.8%	+13.5%	new	−14.8%	$482M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$33.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+2.0%	+4.1%	−0.8%	+13.5%	new	−14.8%	$482M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSMD vs IUSG

CSMD

Congress SMID Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,501

MeasureCSMDIUSG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield0.00%0.52%

5 years, per year[…]+10.5%

3 years, per year+13.5%+24.5%

Worst drop · 1Y−14.8%−13.0%

Volatility · 1Y21.9%19.1%

5–0measures won
IUSG first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSMD, IUSG, IWF

Today

72.3%most shared, IUSG and IWF

CSMDIUSGIWF

CSMD—0.5%0.6%

IUSG0.5%—72.3%

IWF0.6%72.3%—

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

IWF$39 − $18 = $21

CSMD$0 − $68 = −$68

KeptFee

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