CSMD vs IUSG

ACSMD

BIUSG

Measures won0–5IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IUSG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.5%CSMD and IUSG

Congress SMID Growth ETF · $476MiShares Core S&P U.S. Growth ETF · $32.7B

+13.2%3 years · per year$14,522 · $19,260+24.4%

[…]5 years · per year[…] · $16,638+10.7%

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

0.00%12-mo yield$0 · $50 on $10k0.50%

Cards for this view

CSMD

Congress SMID Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,638

MeasureCSMDIUSG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield0.00%0.50%

5 years, per year[…]+10.7%

3 years, per year+13.2%+24.4%

Worst drop · 1Y−14.8%−13.0%

Volatility · 1Y22.2%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.50%	−0.3%	+9.2%	+8.9%	+24.4%	+10.7%	−13.0%	$32.7B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−1.3%	+7.1%	+3.0%	+13.2%	new	−14.8%	$476M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.50%	−0.3%	+9.2%	+8.9%	+24.4%	+10.7%	−13.0%	$32.7B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−1.3%	+7.1%	+3.0%	+13.2%	new	−14.8%	$476M

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