CSMD vs VIG

ACSMD

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.4%CSMD and VIG

CSMD

VIG

Congress SMID Growth ETF · $477MVanguard Dividend Appreciation ETF · $109B

+15.0%3 years · per year$15,201 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

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

0.00%12-mo yield$0 · $144 on $10k1.44%

−14.8%Worst dropSmaller wins−7.9%

21.0%VolatilityLower wins10.2%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSMD · VIG

2.3%STE0.1%

1.4%CDW0.1%

2.3%LECO0.1%

1.5%AVY0.1%

Held in common0.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

CSMD

Congress SMID Growth

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCSMDVIG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield0.00%1.44%

5 years, per year[…]+11.2%

3 years, per year+15.0%+20.6%

Worst drop · 1Y−14.8%−7.9%

Volatility · 1Y21.0%10.2%

5–0measures won
VIG first

0.4%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG

Today

0.4%most shared, CSMD and VIG

CSMDVIG

CSMD—0.4%

VIG0.4%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CSMD$0 − $68 = −$68

KeptFee

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