CSMD vs SPYM

ACSMD

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common0.1%CSMD and SPYM

CSMD

SPYM

Congress SMID Growth ETF · $477MState Street SPDR Portfolio S&P 500 ETF · $185B

+15.0%3 years · per year$15,201 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.68%Expense ratio$68 · $2 on $10k · lower wins0.02%

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

−14.8%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins12.8%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSMD · SPYM

2.3%STE0.0%

1.4%CDW0.0%

1.5%AVY0.0%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ACSMD	Congress SMID Growth ETFRead Desk		0.68%	0.00%	−0.2%	+8.6%	+3.5%	+15.0%	new	−14.8%	$477M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ACSMD	Congress SMID Growth ETFRead Desk		0.68%	0.00%	−0.2%	+8.6%	+3.5%	+15.0%	new	−14.8%	$477M

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 SPYM

CSMD

Congress SMID Growth

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCSMDSPYM

Fee0.68%0.02%

Cost on $10k a year$68$2

Yield0.00%1.01%

5 years, per year[…]+12.6%

3 years, per year+15.0%+24.3%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y21.0%12.8%

5–0measures won
SPYM first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSMD, SPYM

Today

0.1%most shared, CSMD and SPYM

CSMDSPYM

CSMD—0.1%

SPYM0.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

CSMD$0 − $68 = −$68

KeptFee

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