CAML vs. IWFG ETF Comparison

Comparison of Congress Large Cap Growth ETF (CAML) to IQ MacKay Municipal Insured ETF (IWFG)
CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$34.96

Average Daily Volume

35,289

Number of Holdings *

39

* may have additional holdings in another (foreign) market
IWFG

IQ MacKay Municipal Insured ETF

IWFG Description The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$48.75

Average Daily Volume

137

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period CAML IWFG
30 Days 4.17% 3.05%
60 Days 5.94% 5.77%
90 Days 7.34% 7.38%
12 Months 31.31% 40.12%
13 Overlapping Holdings
Symbol Grade Weight in CAML Weight in IWFG Overlap
AAPL C 3.53% 5.03% 3.53%
AMZN C 2.85% 7.69% 2.85%
CMG B 2.17% 2.31% 2.17%
ETN A 3.18% 2.48% 2.48%
INTU C 2.61% 2.23% 2.23%
ISRG A 2.77% 2.74% 2.74%
META D 3.15% 4.54% 3.15%
MSFT F 3.06% 11.57% 3.06%
NFLX A 2.23% 2.62% 2.23%
NOW A 3.28% 2.52% 2.52%
NVDA C 5.44% 7.83% 5.44%
ORLY B 2.81% 2.88% 2.81%
SNPS B 2.51% 1.81% 1.81%
CAML Overweight 26 Positions Relative to IWFG
Symbol Grade Weight
COST B 3.28%
ANET C 2.92%
HWM A 2.89%
LLY F 2.82%
GOOGL C 2.62%
GS A 2.61%
AJG B 2.57%
V A 2.56%
TJX A 2.55%
BSX B 2.46%
HD A 2.33%
CTAS B 2.33%
BKR B 2.26%
SHW A 2.23%
PH A 2.23%
ECL D 2.23%
NXPI D 2.05%
PANW C 2.04%
CRM B 2.03%
TTD B 2.02%
MCO B 1.93%
MLM B 1.91%
ZTS D 1.75%
VRTX F 1.75%
TMO F 1.6%
ONTO D 1.42%
CAML Underweight 16 Positions Relative to IWFG
Symbol Grade Weight
AVGO D -4.86%
GOOG C -4.52%
TT A -3.49%
SPOT B -3.22%
MA C -3.21%
ADI D -3.09%
KKR A -2.77%
MELI D -2.74%
ADBE C -2.35%
APH A -2.26%
UBER D -2.09%
BKNG A -2.02%
LRCX F -1.93%
WDAY B -1.62%
HLT A -1.57%
ASML F -1.48%
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