Congress’ Total Funds1Y3 funds · 67% made moneyUS stocks 2$854M · 74%CSMD+3.5%CAML−0.6%Bonds & cash 1$303M · 26%CAFX+0.9%Congress ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, grouped by category, largest first
Congress’ Total HoldingsToday$1.2Bin 3 funds · 2 categoriesCategoryFundsAssets ▼ShareUS stocks2$854M74%Bonds & cash1$303M26%Congress ETFs · current holdings · as of Nov 5, 2026
Congress’ Share of the ETF MarketToday0%of all US ETF AUM is in Congress funds$1.2B of $16.49T · 3 of 5,803Low-Cost Core$4.94TUS Stock Styles$3.19T · 805 funds0%of US Stock Styles AUMBonds & Cash$2.64T0%of Bonds & Cash AUMInternational$2.29TIncome$1.01TSectors$967BCommodities$388BThematic$385B6 more$681BCongress’ AUMEveryone elseNo Congress funds · 7 bucketsTile size = the bucket’s total AUMCongress ETFs · current AUM · as of Nov 5, 2026 · tile size = the bucket’s total AUM
Top 10 Congress ETFsTodayAUMReturns$1.2B · 100% of $1.2B1CSMDSMID Growth$483M2CAMLLarge Cap Growth$371M3CAFXIntermediate Bond$303MCongress ETFs · 3 of 3 by assets · as of Nov 5, 2026
Congress’ Best ETFs1Y+3.5%CSMD, the SMID Growth fund, led all 31CSMDSMID Growth+3.5%2CAFXIntermediate Bond+0.9%3CAMLLarge Cap Growth−0.6%Congress ETFs · past-year returns · as of Nov 5, 2026
Congress’ 1-Year Record1Y2–1made money · lostof 3 with a full year67% made moneyAll ETFs 78%Typical returnMiddle fundCongress+0.9%All ETFs+7.8%Best fundCSMD +3.5%Worst fundCAML −0.6%Money made for investors$16.8M · 211th of 414 issuersCongress ETFs · past-year returns · as of Nov 5, 2026
Congress vs iShares1YCongressCA3 funds · 71st by money madevsBiSiSharesBlackRock · 482 fundsiSharesVanguardSPDRInvesco$16.8MMoney made$440B$1.2BAssets$4.69T$6.8MFees earned$7.6B67%Win %85%+0.9%Typical return+10.2%$0.58Fee per $100$0.163Funds4820Launches 2026214–0iShares winsCongress and iShares ETFs · past-year results · as of Nov 5, 2026 · each pair scaled to its larger value
Congress’ ETF Launches20260in 20260in 12 monthsJFMAMJJASONNo launches yet in 2026.End-of-day Nov 5, 2026