CSMD vs. HELX ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Franklin Genomic Advancements ETF (HELX)
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
$31.61
Average Daily Volume
40,471
43
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovationGrade (RS Rating)
Last Trade
$29.86
Average Daily Volume
2,835
53
Performance
| Period | CSMD | HELX |
|---|---|---|
| 30 Days | 7.37% | -4.15% |
| 60 Days | 5.09% | -8.40% |
| 90 Days | 6.50% | -10.93% |
| 12 Months | 29.61% | 7.62% |
CSMD Overweight 41 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.4% | |
| CYBR | B | 3.72% | |
| CW | B | 3.4% | |
| SPSC | C | 3.1% | |
| VMI | B | 3.09% | |
| PTC | A | 2.92% | |
| TSCO | D | 2.88% | |
| STRL | B | 2.85% | |
| BJ | A | 2.69% | |
| SUM | B | 2.62% | |
| PBH | A | 2.59% | |
| WHD | B | 2.52% | |
| UFPT | B | 2.51% | |
| PODD | C | 2.46% | |
| HALO | F | 2.45% | |
| AZEK | A | 2.42% | |
| MORN | B | 2.35% | |
| WSM | B | 2.35% | |
| ELF | C | 2.3% | |
| ENTG | D | 2.21% | |
| CVLT | B | 2.18% | |
| NVT | B | 2.15% | |
| KBR | F | 2.08% | |
| WAL | B | 2.08% | |
| BMI | B | 2.08% | |
| CDW | F | 1.94% | |
| RRC | B | 1.93% | |
| OLLI | D | 1.88% | |
| STE | F | 1.87% | |
| LECO | B | 1.86% | |
| POOL | C | 1.85% | |
| KNSL | B | 1.75% | |
| AVY | D | 1.75% | |
| CHH | A | 1.69% | |
| SMPL | B | 1.67% | |
| WERN | C | 1.61% | |
| TRNO | F | 1.59% | |
| OPCH | D | 1.19% | |
| PEN | B | 1.16% | |
| PSN | D | 0.9% | |
| CALX | D | 0.02% |
CSMD Underweight 51 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTRA | B | -6.07% | |
| VRTX | F | -5.76% | |
| KRYS | B | -4.71% | |
| LLY | F | -4.49% | |
| DHR | F | -4.09% | |
| REGN | F | -4.09% | |
| TMO | F | -4.0% | |
| UTHR | C | -2.63% | |
| CDNS | B | -2.52% | |
| CTVA | C | -2.48% | |
| AZN | D | -2.39% | |
| INSM | C | -2.27% | |
| BNTX | D | -2.24% | |
| A | D | -2.14% | |
| IONS | F | -2.07% | |
| CRL | C | -2.04% | |
| QGEN | D | -2.01% | |
| RVTY | F | -1.96% | |
| BRKR | D | -1.95% | |
| ALNY | D | -1.93% | |
| SRPT | D | -1.53% | |
| RARE | D | -1.49% | |
| EXAS | D | -1.32% | |
| ICLR | D | -1.26% | |
| LGND | B | -1.24% | |
| TWST | D | -1.22% | |
| RCKT | F | -1.22% | |
| LH | C | -1.18% | |
| IQV | D | -1.03% | |
| TECH | D | -0.98% | |
| AZTA | D | -0.97% | |
| NBIX | C | -0.96% | |
| BEAM | D | -0.95% | |
| BBIO | F | -0.89% | |
| VYGR | F | -0.82% | |
| VCYT | B | -0.61% | |
| MRNA | F | -0.59% | |
| RXRX | F | -0.58% | |
| BIO | D | -0.55% | |
| CDMO | B | -0.54% | |
| DVAX | C | -0.5% | |
| CRSP | D | -0.49% | |
| DOCS | C | -0.46% | |
| AVTR | F | -0.45% | |
| NTLA | F | -0.42% | |
| BMY | B | -0.37% | |
| CRNX | C | -0.25% | |
| BMRN | D | -0.2% | |
| ARE | D | -0.15% | |
| FDMT | F | -0.11% | |
| SLP | D | -0.1% |
CSMD: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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