Congress’ Total Funds1Y3 funds · 67% made moneyUS stocks 2$844M · 74%CSMD+4.1%CAML−1.1%Bonds & cash 1$303M · 26%CAFX+0.5%Congress ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
Congress’ Total HoldingsToday$1.1Bin 3 funds · 2 categoriesCategoryFundsAssets ▼ShareUS stocks2$844M74%Bonds & cash1$303M26%Congress ETFs · current holdings · as of Nov 4, 2026
Congress’ Share of the ETF MarketToday0%of all US ETF AUM is in Congress funds$1.1B of $16.40T · 3 of 5,803Low-Cost Core$4.91TUS Stock Styles$3.16T · 805 funds0%of US Stock Styles AUMBonds & Cash$2.63T0%of Bonds & Cash AUMInternational$2.28TIncome$1.01TSectors$964BThematic$388BCommodities$383B6 more$674BCongress’ AUMEveryone elseNo Congress funds · 7 bucketsTile size = the bucket’s total AUMCongress ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
Top 10 Congress ETFsTodayAUMReturns$1.1B · 100% of $1.1B1CSMDSMID Growth$477M2CAMLLarge Cap Growth$366M3CAFXIntermediate Bond$303MCongress ETFs · 3 of 3 by assets · as of Nov 4, 2026
Congress’ Best ETFs1Y+4.1%CSMD, the SMID Growth fund, led all 31CSMDSMID Growth+4.1%2CAFXIntermediate Bond+0.5%3CAMLLarge Cap Growth−1.1%Congress ETFs · past-year returns · as of Nov 4, 2026
Congress’ 1-Year Record1Y2–1made money · lostof 3 with a full year67% made moneyAll ETFs 74%Typical returnMiddle fundCongress+0.5%All ETFs+6.9%Best fundCSMD +4.1%Worst fundCAML −1.1%Money made for investors$16.0M · 205th of 413 issuersCongress ETFs · past-year returns · as of Nov 4, 2026
Congress vs iShares1YCongressCA3 funds · 71st by money madevsBiSiSharesBlackRock · 482 fundsiSharesVanguardSPDRInvesco$16.0MMoney made$381B$1.1BAssets$4.63T$6.7MFees earned$7.5B67%Win %80%+0.5%Typical return+8.8%$0.58Fee per $100$0.163Funds4820Launches 2026214–0iShares winsCongress and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
Congress’ ETF Launches20260in 20260in 12 monthsJFMAMJJASONNo launches yet in 2026.End-of-day Nov 4, 2026