CSMD vs. BELT ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to BlackRock Long-Term U.S. Equity ETF (BELT)
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
$29.96
Average Daily Volume
38,462
42
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
$29.95
Average Daily Volume
1,010
20
Performance
| Period | CSMD | BELT |
|---|---|---|
| 30 Days | -1.06% | -0.07% |
| 60 Days | 2.32% | 0.98% |
| 90 Days | 3.03% | 2.04% |
| 12 Months | 24.62% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in BELT | Overlap | |
|---|---|---|---|---|---|
| ENTG | F | 2.31% | 2.84% | 2.31% |
CSMD Overweight 41 Positions Relative to BELT
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.36% | |
| CYBR | A | 3.59% | |
| CW | B | 3.48% | |
| SPSC | D | 3.13% | |
| VMI | B | 3.04% | |
| TSCO | D | 2.95% | |
| PTC | B | 2.85% | |
| UFPT | C | 2.76% | |
| BJ | B | 2.71% | |
| STRL | B | 2.67% | |
| HALO | D | 2.66% | |
| MEDP | D | 2.66% | |
| SUM | B | 2.64% | |
| WHD | B | 2.49% | |
| PBH | A | 2.46% | |
| KBR | D | 2.4% | |
| WSM | F | 2.36% | |
| AZEK | B | 2.36% | |
| MORN | B | 2.3% | |
| PODD | A | 2.26% | |
| NVT | B | 2.21% | |
| CVLT | B | 2.14% | |
| CDW | F | 2.13% | |
| ELF | C | 2.12% | |
| BMI | B | 2.08% | |
| WAL | A | 2.01% | |
| OLLI | D | 1.98% | |
| LECO | C | 1.91% | |
| POOL | D | 1.88% | |
| RRC | B | 1.84% | |
| STE | D | 1.78% | |
| AVY | D | 1.76% | |
| CHH | A | 1.65% | |
| KNSL | C | 1.62% | |
| WERN | B | 1.58% | |
| SMPL | B | 1.56% | |
| TRNO | D | 1.54% | |
| RGEN | D | 1.42% | |
| OPCH | F | 1.21% | |
| CALX | F | 1.19% | |
| PEN | B | 1.14% |
CSMD Underweight 19 Positions Relative to BELT
CSMD: Top Represented Industries & Keywords
BELT: Top Represented Industries & Keywords
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