CSMD vs IUSG

ACSMD

BIUSG

Measures won0–5IUSG wins · of 6 · 5Y

$10,000 · 5Y$16,437IUSG · VUG $16,052

Lowest cost0.03%VUG · $3 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

+12.5%3 years · per year$14,237 · $19,348+24.6%

[…]5 years · per year[…] · $16,437+10.4%

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%NVT0.0%

1.8%NBIX0.0%

1.8%CW0.0%

3.1%MEDP0.0%

Held in common0.5%

End-of-day Nov 5, 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%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$33.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−6.0%	+2.1%	−1.6%	+12.5%	new	−14.8%	$482M

End-of-day Nov 5, 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%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$33.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−6.0%	+2.1%	−1.6%	+12.5%	new	−14.8%	$482M

End-of-day Nov 5, 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

$16,437

MeasureCSMDIUSG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield0.00%0.52%

5 years, per year[…]+10.4%

3 years, per year+12.5%+24.6%

Worst drop · 1Y−14.8%−13.0%

Volatility · 1Y21.9%19.1%

5–0measures won
IUSG first

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSMD, IUSG, VUG

Today

73.9%most shared, IUSG and VUG

CSMDIUSGVUG

CSMD—0.5%0.0%

IUSG0.5%—73.9%

VUG0.0%73.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

VUG$43 − $3 = $40

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee