CSMD vs VTI: holdings overlap, shared companies and scores
As of October 9, 2026, CSMD and VTI overlap 0.7% by weight. Congress SMID Growth ETF (CSMD): Small and mid-cap growth stocks. Vanguard Morningstar Total Stock Market ETF (VTI): U.S. total stock market.
Updated October 9, 2026
Where CSMD and VTI 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.
VTI trades at 23.7 times earnings, against its own median of 22.3, and is more expensive than 62% of its own 115 monthly readings since 2017.
What moved VTI this week
VTI rose 1.0% 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 VTI each hold?
What's inside CSMD: Tech 29%, Semiconductors 6%.
32% of CSMD is its ten largest holdings.
What's inside VTI: Tech 41%, Magnificent 7 30%.
34% of VTI is its ten largest holdings.
How much do CSMD and VTI overlap? 0.7% by weight
As of October 9, 2026, CSMD and VTI overlap 0.7% by weight.
99% of CSMD is already inside VTI.
1% of VTI is already inside CSMD.
CSMD holds 48 companies and VTI holds 3,418; 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 VTI? 4.5 and 6.6 out of 10
As of October 9, 2026, ETF Copilot scores CSMD 4.5 out of 10 and VTI 6.6 out of 10.
They differ most on Return: CSMD 1.8 and VTI 7.7.
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 | VTI |
|---|---|---|
| Growth | 6.7 | 6.7 |
| Value | 5.5 | 3.9 |
| Risk | 4.9 | 6.4 |
| Quality | 3.7 | 7.6 |
| Return | 1.8 | 7.7 |
VTI is the cheaper of the two at 0.03% 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, VTI charges 0.03% a year, yields 1.03% and holds $2.3T in assets across 3418 positions.
| Measure | CSMD | VTI |
|---|---|---|
| Expense ratio | 0.68% | 0.03% |
| Dividend yield | — | 1.03% |
| Assets under management | $475M | $2.3T |
| Holdings | 48 | 3418 |
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 VTI holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/csmd-vs-vti
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