CSMD vs VUG

ACSMD

BVUG

Measures won1–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%SPY · $100 on $10k

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

Held in common0.0%CSMD and VUG

Congress SMID Growth ETF · $481MVanguard Morningstar Growth ETF · $233B

+13.9%3 years · per year$14,782 · $18,430+22.6%

[…]5 years · per year[…] · $16,557+10.6%

0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $41 on $10k0.41%

Cards for this view

CSMD

Congress SMID Growth

[…]

VUG

Vanguard Morningstar Growth

$16,557

MeasureCSMDVUG

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.00%0.41%

5 years, per year[…]+10.6%

3 years, per year+13.9%+22.6%

Worst drop · 1Y−14.8%−15.1%

Volatility · 1Y22.1%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+1.1%	+8.4%	+4.5%	+13.9%	new	−14.8%	$481M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACSMD	Congress SMID Growth ETFRead Desk	0.68%	0.00%	+1.1%	+8.4%	+4.5%	+13.9%	new	−14.8%	$481M

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