CSMD vs VO5YCSMDCSMDAvsBVOVOCongress SMID Growth ETF · $488MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in+13.4%3 years · per year$14,576 · $16,641+18.5%[…]5 years · per year[…] · $13,748+6.6%Cost and income0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $135 on $10k1.35%
Overlap: CSMD, VO, IJHToday7.5%most shared, CSMD and IJHCSMDVOIJHCSMD—0.2%7.5%VO0.2%—0.2%IJH7.5%0.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSMD vs VO5YACSMDCongress SMID Growth[…]vsVOBVanguard Morningstar Mid-Cap$13,748MeasureCSMDVOFee0.68%0.03%Cost on $10k a year$68$3Yield0.00%1.35%5 years, per year[…]+6.6%3 years, per year+13.4%+18.5%Worst drop · 1Y−14.8%−8.2%Volatility · 1Y22.2%13.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−0.4%+6.7%+2.4%+13.4%new−14.8%$488MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−0.4%+6.7%+2.4%+13.4%new−14.8%$488MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: CSMD, VO, IJHToday7.5%most shared, CSMD and IJHCSMDVOIJHCSMD—0.2%7.5%VO0.2%—0.2%IJH7.5%0.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132IJH$122 − $5 = $117CSMD$0 − $68 = −$68KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee