CSMD vs. FFTY ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Innovator IBD 50 Fund ETF (FFTY)
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
$29.43
Average Daily Volume
31,615
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
FFTY
Innovator IBD 50 Fund ETF
FFTY Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. It is actively managed. Under normal circumstances, the fund will invest in a portfolio of U.S.-listed, exchange-traded equities. FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. Its worth noting that the funds high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.Grade (RS Rating)
Last Trade
$27.04
Average Daily Volume
54,602
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
Period | CSMD | FFTY |
---|---|---|
30 Days | -1.52% | 1.50% |
60 Days | -1.48% | 3.89% |
90 Days | 2.21% | 9.81% |
12 Months | 27.71% | 28.55% |
CSMD Overweight 40 Positions Relative to FFTY
Symbol | Grade | Weight | |
---|---|---|---|
CYBR | C | 3.64% | |
CW | B | 3.47% | |
SPSC | F | 3.04% | |
VMI | A | 2.99% | |
PTC | B | 2.98% | |
TSCO | D | 2.9% | |
BJ | A | 2.74% | |
SUM | A | 2.62% | |
MEDP | F | 2.55% | |
WSM | F | 2.48% | |
KBR | B | 2.46% | |
ENTG | D | 2.43% | |
AZEK | C | 2.41% | |
PBH | A | 2.4% | |
HALO | B | 2.39% | |
MORN | B | 2.36% | |
UFPT | D | 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 | D | 2.03% | |
WAL | C | 1.99% | |
POOL | B | 1.97% | |
STE | D | 1.97% | |
OLLI | C | 1.93% | |
AVY | D | 1.9% | |
RRC | D | 1.88% | |
LECO | B | 1.84% | |
CHH | A | 1.71% | |
TRNO | F | 1.67% | |
KNSL | F | 1.65% | |
SMPL | C | 1.58% | |
WERN | A | 1.56% | |
RGEN | D | 1.43% | |
CALX | D | 1.34% | |
OPCH | F | 1.32% | |
PEN | A | 1.1% |
CSMD Underweight 48 Positions Relative to FFTY
Symbol | Grade | Weight | |
---|---|---|---|
HIMS | B | -3.77% | |
POWL | A | -3.6% | |
NVDA | B | -3.59% | |
VRT | B | -3.58% | |
PLTR | B | -3.47% | |
ATAT | B | -3.46% | |
DOCS | A | -3.28% | |
ARM | B | -3.22% | |
CLS | A | -3.21% | |
YOU | A | -3.09% | |
NTRA | B | -3.05% | |
BWIN | C | -3.0% | |
ANET | B | -3.0% | |
EME | A | -2.99% | |
HROW | C | -2.95% | |
DUOL | A | -2.92% | |
BGNE | C | -2.79% | |
ADMA | B | -2.77% | |
IOT | C | -2.07% | |
MNDY | A | -2.05% | |
CWAN | B | -2.03% | |
RCL | B | -2.01% | |
FTAI | A | -2.01% | |
RYAN | C | -1.99% | |
LNTH | C | -1.99% | |
IBKR | A | -1.99% | |
AXON | B | -1.99% | |
ONON | D | -1.92% | |
AFRM | A | -1.12% | |
TT | C | -1.0% | |
MELI | A | -1.0% | |
VITL | C | -0.99% | |
TW | B | -0.99% | |
NOW | A | -0.99% | |
FOUR | B | -0.99% | |
TVTX | B | -0.98% | |
HWM | B | -0.97% | |
NFLX | A | -0.96% | |
PACS | A | -0.51% | |
KVYO | A | -0.51% | |
FTNT | B | -0.51% | |
ALNY | C | -0.51% | |
AGX | A | -0.5% | |
DY | C | -0.49% | |
DECK | B | -0.49% | |
AMSC | A | -0.49% | |
TOST | A | -0.48% | |
ZETA | C | -0.46% |
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
FFTY: Top Represented Industries & Keywords
Industries:
Software - Application
Engineering & Construction
Software - Infrastructure
Biotechnology
Capital Markets
Conglomerates
Diagnostics & Research
Semiconductors
Specialty Industrial Machinery
Aerospace & Defense
Apparel Retail
Computer Systems
Contract Manufacturers
Diversified Industrials
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Electronic Components
Farm Products
Footwear & Accessories
Health Information Services