CSMD vs. KCE ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to SPDR S&P Capital Markets ETF (KCE)
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

$29.20

Average Daily Volume

31,615

Number of Holdings *

42

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

SPDR S&P Capital Markets ETF

KCE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.

Grade (RS Rating)

Last Trade

$131.74

Average Daily Volume

58,853

Number of Holdings *

59

* may have additional holdings in another (foreign) market
Performance
Period CSMD KCE
30 Days -1.52% 5.50%
60 Days -1.48% 8.94%
90 Days 2.21% 15.88%
12 Months 27.71% 58.41%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in KCE Overlap
MORN B 2.42% 1.64% 1.64%
CSMD Overweight 41 Positions Relative to KCE
Symbol Grade Weight
FIX B 4.28%
CYBR C 3.69%
CW B 3.42%
SPSC F 3.39%
TSCO D 3.14%
VMI A 3.06%
PTC B 2.9%
BJ A 2.74%
MEDP F 2.62%
WSM F 2.57%
STRL B 2.54%
CDW F 2.42%
KBR B 2.4%
HALO B 2.39%
UFPT D 2.35%
PBH A 2.34%
ENTG D 2.33%
WHD B 2.33%
PODD A 2.29%
SUM A 2.27%
AZEK C 2.26%
NVT D 2.19%
ELF F 2.04%
BMI D 1.99%
WAL C 1.93%
STE D 1.93%
OLLI C 1.91%
POOL B 1.88%
AVY D 1.88%
RRC D 1.84%
LECO B 1.8%
KNSL F 1.75%
CVLT B 1.74%
TRNO F 1.72%
OPCH F 1.67%
CHH A 1.6%
WERN A 1.55%
SMPL C 1.49%
RGEN D 1.43%
CALX D 1.36%
PEN A 1.05%
CSMD Underweight 58 Positions Relative to KCE
Symbol Grade Weight
OWL B -2.03%
COIN C -2.01%
LPLA A -1.98%
CG B -1.97%
HOOD B -1.97%
RJF A -1.95%
TPG B -1.87%
SF A -1.87%
IBKR A -1.86%
MS B -1.85%
HLNE A -1.84%
VCTR A -1.83%
STEP B -1.82%
AMP B -1.8%
FHI A -1.79%
AMG A -1.79%
NTRS B -1.78%
SCHW B -1.77%
DBRG D -1.77%
ARES B -1.77%
JHG A -1.76%
MKTX B -1.76%
KKR B -1.76%
SEIC A -1.76%
BX B -1.75%
IVZ A -1.72%
STT A -1.72%
BK B -1.71%
APAM A -1.71%
PJT B -1.71%
EVR A -1.71%
CNS B -1.7%
JEF B -1.7%
GS B -1.69%
TW B -1.69%
PIPR B -1.65%
TROW A -1.65%
HLI A -1.65%
CME B -1.62%
BEN B -1.62%
NDAQ B -1.6%
ICE C -1.59%
WT B -1.57%
FDS B -1.57%
MSCI C -1.56%
BGC A -1.54%
CBOE B -1.54%
MC D -1.53%
VIRT A -1.5%
MCO D -1.49%
SPGI D -1.45%
SNEX A -1.42%
VRTS B -1.22%
DFIN F -0.94%
PX B -0.64%
BSIG A -0.62%
DHIL D -0.35%
LPRO C -0.31%
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