CSMD vs IWF

ACSMD

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−14.8%CSMD · worst fall in 1Y

Held in common0.6%CSMD and IWF

CSMD

IWF

Congress SMID Growth ETF · $483MiShares Russell 1000 Growth ETF · $121B

+15.0%3 years · per year$15,201 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.68%Expense ratio$68 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $37 on $10k0.37%

−14.8%Worst dropSmaller wins−15.6%

21.0%VolatilityLower wins18.3%

1–4IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSMD · IWF

0.9%CRDO0.1%

2.4%AFRM0.1%

4.4%HALO0.0%

3.1%MEDP0.0%

Held in common0.6%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−0.2%	+8.6%	+3.5%	+15.0%	new	−14.8%	$483M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	−0.2%	+8.6%	+3.5%	+15.0%	new	−14.8%	$483M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSMD vs IWF

CSMD

Congress SMID Growth

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureCSMDIWF

Fee0.68%0.18%

Cost on $10k a year$68$18

Yield0.00%0.37%

5 years, per year[…]+10.6%

3 years, per year+15.0%+22.3%

Worst drop · 1Y−14.8%−15.6%

Volatility · 1Y21.0%18.3%

4–1measures won
IWF first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CSMD, IWF, VUG

Today

77.4%most shared, IWF and VUG

CSMDIWFVUG

CSMD—0.6%0.0%

IWF0.6%—77.4%

VUG0.0%77.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

CSMD$0 − $68 = −$68

KeptFee

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