BELT vs. CSMD ETF Comparison
Comparison of BlackRock Long-Term U.S. Equity ETF (BELT) to Congress SMid Growth ETF (CSMD)
BELT
BlackRock Long-Term U.S. Equity ETF
BELT Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.61
Average Daily Volume
5,444
Number of Holdings
*
20
* 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
$29.20
Average Daily Volume
31,615
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
Performance
| Period | BELT | CSMD |
|---|---|---|
| 30 Days | -1.30% | -1.52% |
| 60 Days | -0.19% | -1.48% |
| 90 Days | 6.10% | 2.21% |
| 12 Months | 27.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BELT | Weight in CSMD | Overlap | |
|---|---|---|---|---|---|
| ENTG | D | 2.95% | 2.33% | 2.33% |
BELT Overweight 19 Positions Relative to CSMD
BELT Underweight 41 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | B | -4.28% | |
| CYBR | C | -3.69% | |
| CW | B | -3.42% | |
| SPSC | F | -3.39% | |
| TSCO | D | -3.14% | |
| VMI | A | -3.06% | |
| PTC | B | -2.9% | |
| BJ | A | -2.74% | |
| MEDP | F | -2.62% | |
| WSM | F | -2.57% | |
| STRL | B | -2.54% | |
| CDW | F | -2.42% | |
| MORN | B | -2.42% | |
| KBR | B | -2.4% | |
| HALO | B | -2.39% | |
| UFPT | D | -2.35% | |
| PBH | A | -2.34% | |
| WHD | B | -2.33% | |
| PODD | A | -2.29% | |
| SUM | A | -2.27% | |
| AZEK | C | -2.26% | |
| NVT | D | -2.19% | |
| ELF | F | -2.04% | |
| BMI | D | -1.99% | |
| WAL | C | -1.93% | |
| STE | D | -1.93% | |
| OLLI | C | -1.91% | |
| POOL | B | -1.88% | |
| AVY | D | -1.88% | |
| RRC | D | -1.84% | |
| LECO | B | -1.8% | |
| KNSL | F | -1.75% | |
| CVLT | B | -1.74% | |
| TRNO | F | -1.72% | |
| OPCH | F | -1.67% | |
| CHH | A | -1.6% | |
| WERN | A | -1.55% | |
| SMPL | C | -1.49% | |
| RGEN | D | -1.43% | |
| CALX | D | -1.36% | |
| PEN | A | -1.05% |
BELT: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Specialty Industrial Machinery
Biotechnology
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Home Improvement Stores
Restaurants
Software - Infrastructure
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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