CSMD vs VO5YCSMDCSMDAvsBVOVOCongress SMID Growth ETF · $476MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in+13.9%3 years · per year$14,782 · $16,782+18.8%[…]5 years · per year[…] · $13,944+6.9%Cost and income0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $133 on $10k1.33%
Overlap: CSMD, VO, IWFToday9.4%most shared, VO and IWFCSMDVOIWFCSMD—0.2%0.6%VO0.2%—9.4%IWF0.6%9.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CSMD vs VO5YACSMDCongress SMID Growth[…]vsVOBVanguard Morningstar Mid-Cap$13,944MeasureCSMDVOFee0.68%0.03%Cost on $10k a year$68$3Yield0.00%1.33%5 years, per year[…]+6.9%3 years, per year+13.9%+18.8%Worst drop · 1Y−14.8%−8.2%Volatility · 1Y22.1%13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%+1.1%+8.4%+4.5%+13.9%new−14.8%$476MEnd-of-day Nov 11, 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%+1.1%+8.4%+4.5%+13.9%new−14.8%$476MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: CSMD, VO, IWFToday9.4%most shared, VO and IWFCSMDVOIWFCSMD—0.2%0.6%VO0.2%—9.4%IWF0.6%9.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$130most kept, VOVO$133 − $3 = $130IWF$37 − $18 = $19CSMD$0 − $68 = −$68KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee