CSMD vs. GDIV ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Harbor Dividend Growth Leaders ETF (GDIV)

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 ^*

* may have additional holdings in another (foreign) market

GDIV

Harbor Dividend Growth Leaders ETF

GDIV Description

Harbor Dividend Growth Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Dividend Growth Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$15.07

Average Daily Volume

37,477

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	GDIV
30 Days	-1.45%	-2.12%
60 Days	2.74%	2.73%
90 Days	3.72%	7.17%
12 Months	25.35%	22.70%

2 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in GDIV	Overlap
	CDW	F	2.18%	2.17%	2.17%
	TSCO	D	2.9%	1.72%	1.72%

CSMD Overweight 40 Positions Relative to GDIV

Symbol	Grade	Weight
FIX	B	4.08%
CYBR	C	3.64%
CW	A	3.47%
SPSC	F	3.04%
VMI	A	2.99%
PTC	A	2.98%
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%
CVLT	B	2.15%
ELF	F	2.12%
BMI	C	2.03%
WAL	D	1.99%
POOL	D	1.97%
STE	C	1.97%
OLLI	B	1.93%
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%

CSMD Underweight 42 Positions Relative to GDIV

Symbol	Grade	Weight
MSFT	D	-7.02%
AAPL	C	-5.78%
AVGO	C	-5.75%
AJG	D	-3.76%
PRI	B	-2.7%
KO	D	-2.64%
MLI	A	-2.63%
CTAS	B	-2.56%
META	B	-2.53%
AIG	B	-2.51%
MRK	F	-2.35%
BAC	B	-2.31%
LLY	F	-2.27%
PFE	F	-2.26%
WSO	C	-2.24%
IBM	D	-2.19%
NEE	D	-2.18%
AMP	B	-2.13%
MCHP	F	-2.1%
ABBV	A	-2.08%
CE	F	-2.02%
ARES	B	-1.96%
WMB	A	-1.89%
NXPI	D	-1.82%
SNY	D	-1.65%
TJX	D	-1.61%
VST	B	-1.54%
MCD	D	-1.53%
TXRH	B	-1.53%
CMI	B	-1.53%
TPR	A	-1.52%
STAG	F	-1.5%
UNH	D	-1.48%
MTB	B	-1.42%
DKS	F	-1.4%
TGT	D	-1.29%
OWL	B	-1.29%
FIS	B	-1.25%
GPN	C	-1.23%
ROL	C	-1.0%
UNP	F	-0.98%
VMC	A	-0.96%