AWEG vs. CSMD ETF Comparison
Comparison of Alger Weatherbie Enduring Growth ETF (AWEG) to Congress SMid Growth ETF (CSMD)
AWEG
Alger Weatherbie Enduring Growth ETF
AWEG Description
The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance ("ESG") rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency, at the time of purchase. Under normal circumstances, 80% of companies in the fund"s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$24.83
Average Daily Volume
148
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
CSMD
Congress SMid Growth ETF
CSMD Description
The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.Grade (RS Rating)
Last Trade
$29.27
Average Daily Volume
32,102
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
Performance
| Period | AWEG | CSMD |
|---|---|---|
| 30 Days | 0.86% | -1.45% |
| 60 Days | -1.26% | 2.74% |
| 90 Days | 4.26% | 3.72% |
| 12 Months | 31.39% | 25.35% |
AWEG Overweight 21 Positions Relative to CSMD
AWEG Underweight 40 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | B | -4.08% | |
| CYBR | C | -3.64% | |
| CW | A | -3.47% | |
| VMI | A | -2.99% | |
| PTC | A | -2.98% | |
| TSCO | D | -2.9% | |
| BJ | A | -2.74% | |
| SUM | A | -2.62% | |
| MEDP | F | -2.55% | |
| STRL | B | -2.5% | |
| WSM | D | -2.48% | |
| KBR | B | -2.46% | |
| ENTG | F | -2.43% | |
| AZEK | C | -2.41% | |
| PBH | A | -2.4% | |
| HALO | B | -2.39% | |
| MORN | B | -2.36% | |
| UFPT | C | -2.32% | |
| WHD | B | -2.29% | |
| NVT | D | -2.26% | |
| PODD | A | -2.26% | |
| CDW | F | -2.18% | |
| CVLT | B | -2.15% | |
| ELF | F | -2.12% | |
| BMI | C | -2.03% | |
| WAL | D | -1.99% | |
| POOL | D | -1.97% | |
| STE | C | -1.97% | |
| AVY | F | -1.9% | |
| RRC | C | -1.88% | |
| LECO | C | -1.84% | |
| CHH | A | -1.71% | |
| TRNO | F | -1.67% | |
| KNSL | F | -1.65% | |
| SMPL | C | -1.58% | |
| WERN | B | -1.56% | |
| RGEN | D | -1.43% | |
| CALX | F | -1.34% | |
| OPCH | F | -1.32% | |
| PEN | A | -1.1% |
AWEG: Top Represented Industries & Keywords
Industries:
Software - Application
Waste Management
Aerospace & Defense
Asset Management
Biotechnology
Diagnostics & Research
Discount Stores
Electronic Components
Health Information Services
Industrial Distribution
Integrated Shipping & Logistics
Medical Devices
Medical Instruments & Supplies
Trucking
Keywords:
Aerospace
Banking
Cardboard
Cargo
Content Management
Electronics
Environmental Services
Freight Transport
Glaucoma
Landfill
Medicine
Municipal Solid Waste
Recycling
Regulatory Compliance
Social Media
Software As A Service
Solid Waste Collection
Solid Waste Services
Supply Chain
Sustainability And Environmental Management
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Diversified Industrials
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
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