CSMD vs SPY

ACSMD

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%CSMD and SPY

CSMD

SPY

Congress SMID Growth ETF · $462MState Street SPDR S&P 500 ETF · $778B

+14.5%3 years · per year$14,998 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $101 on $10k1.01%

−14.8%Worst dropSmaller wins−8.9%

22.1%VolatilityLower wins13.7%

0–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSMD · SPY

2.6%STE0.0%

1.6%CDW0.0%

1.5%AVY0.0%

Held in common0.1%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+4.1%	+8.4%	+6.2%	+14.5%	new	−14.8%	$462M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+4.1%	+8.4%	+6.2%	+14.5%	new	−14.8%	$462M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSMD vs SPY

CSMD

Congress SMID Growth

[…]

SPY

SPDR S&P 500

$17,493

MeasureCSMDSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield0.00%1.01%

5 years, per year[…]+11.8%

3 years, per year+14.5%+21.9%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y22.1%13.7%

5–0measures won
SPY first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSMD, SPY, VTI

Today

86.0%most shared, SPY and VTI

CSMDSPYVTI

CSMD—0.1%0.6%

SPY0.1%—86.0%

VTI0.6%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

CSMD$0 − $68 = −$68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee