CSMD vs IWV: holdings overlap, shared companies and scores
As of October 9, 2026, CSMD and IWV overlap 0.7% by weight. Congress SMID Growth ETF (CSMD): Small and mid-cap growth stocks. iShares Russell 3000 ETF (IWV): U.S. total market index.
Updated October 9, 2026
Where CSMD and IWV trade against their own history
CSMD trades at 30.1 times earnings, against its own median of 30.0, and is more expensive than 54% of its own 39 monthly readings since 2023.
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own 115 monthly readings since 2017.
What moved IWV this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do CSMD and IWV each hold?
What's inside CSMD: Tech 29%, Semiconductors 6%.
32% of CSMD is its ten largest holdings.
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
How much do CSMD and IWV overlap? 0.7% by weight
As of October 9, 2026, CSMD and IWV overlap 0.7% by weight.
99% of CSMD is already inside IWV.
1% of IWV is already inside CSMD.
CSMD holds 48 companies and IWV holds 2,587; 46 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score CSMD and IWV? 4.5 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores CSMD 4.5 out of 10 and IWV 6.5 out of 10.
They differ most on Return: CSMD 1.8 and IWV 7.6.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | CSMD | IWV |
|---|---|---|
| Growth | 6.7 | 7.1 |
| Value | 5.5 | 3.1 |
| Risk | 4.9 | 6.5 |
| Quality | 3.7 | 7.8 |
| Return | 1.8 | 7.6 |
IWV is the cheaper of the two at 0.20% a year
As of October 9, 2026, CSMD charges 0.68% a year and holds $475M in assets across 48 positions.
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
| Measure | CSMD | IWV |
|---|---|---|
| Expense ratio | 0.68% | 0.20% |
| Dividend yield | — | 0.86% |
| Assets under management | $475M | $20.5B |
| Holdings | 48 | 2587 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “CSMD vs IWV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/csmd-vs-iwv
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