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
$31.25
Average Daily Volume
40,016
43
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
$145.78
Average Daily Volume
69,998
60
Performance
Period | CSMD | KCE |
---|---|---|
30 Days | 5.72% | 9.10% |
60 Days | 4.62% | 16.82% |
90 Days | 5.29% | 21.23% |
12 Months | 28.13% | 66.53% |
1 Overlapping Holdings
Symbol | Grade | Weight in CSMD | Weight in KCE | Overlap | |
---|---|---|---|---|---|
MORN | B | 2.35% | 1.62% | 1.62% |
CSMD Overweight 42 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
FIX | A | 4.4% | |
CYBR | A | 3.72% | |
CW | C | 3.4% | |
SPSC | D | 3.1% | |
VMI | B | 3.09% | |
PTC | B | 2.92% | |
TSCO | D | 2.88% | |
STRL | A | 2.85% | |
BJ | A | 2.69% | |
SUM | B | 2.62% | |
PBH | A | 2.59% | |
MEDP | D | 2.57% | |
WHD | B | 2.52% | |
UFPT | C | 2.51% | |
PODD | C | 2.46% | |
HALO | F | 2.45% | |
AZEK | A | 2.42% | |
WSM | C | 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 | D | 1.87% | |
LECO | C | 1.86% | |
POOL | C | 1.85% | |
KNSL | B | 1.75% | |
AVY | F | 1.75% | |
CHH | A | 1.69% | |
SMPL | B | 1.67% | |
WERN | C | 1.61% | |
TRNO | F | 1.59% | |
RGEN | D | 1.44% | |
OPCH | D | 1.19% | |
PEN | B | 1.16% | |
PSN | D | 0.9% | |
CALX | D | 0.02% |
CSMD Underweight 59 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
COIN | C | -2.54% | |
LPLA | A | -2.22% | |
HOOD | B | -2.1% | |
IBKR | A | -2.03% | |
RJF | A | -1.98% | |
MS | A | -1.96% | |
SF | B | -1.95% | |
PJT | A | -1.86% | |
OWL | A | -1.86% | |
CG | B | -1.86% | |
AMP | A | -1.85% | |
JEF | A | -1.85% | |
EVR | B | -1.84% | |
SCHW | B | -1.83% | |
PIPR | A | -1.82% | |
HLNE | B | -1.81% | |
STEP | C | -1.8% | |
KKR | A | -1.8% | |
GS | A | -1.8% | |
JHG | B | -1.79% | |
VCTR | B | -1.77% | |
NTRS | A | -1.76% | |
HLI | A | -1.75% | |
SEIC | B | -1.75% | |
FHI | B | -1.74% | |
BX | A | -1.74% | |
TPG | A | -1.7% | |
BLK | B | -1.69% | |
APAM | B | -1.68% | |
STT | B | -1.66% | |
TROW | B | -1.65% | |
ARES | A | -1.65% | |
BK | A | -1.64% | |
WT | A | -1.62% | |
MC | C | -1.62% | |
BGC | C | -1.61% | |
IVZ | B | -1.6% | |
FDS | B | -1.6% | |
AMG | B | -1.6% | |
NDAQ | A | -1.59% | |
CNS | B | -1.59% | |
MSCI | C | -1.58% | |
VIRT | A | -1.58% | |
BEN | C | -1.57% | |
TW | A | -1.57% | |
CME | B | -1.53% | |
MKTX | D | -1.51% | |
MCO | B | -1.46% | |
SPGI | C | -1.43% | |
SNEX | A | -1.4% | |
ICE | C | -1.4% | |
CBOE | C | -1.36% | |
DBRG | F | -1.29% | |
VRTS | B | -1.22% | |
DFIN | D | -0.87% | |
BSIG | A | -0.66% | |
PX | A | -0.63% | |
DHIL | B | -0.36% | |
LPRO | B | -0.35% |
CSMD: Top Represented Industries & Keywords
KCE: Top Represented Industries & Keywords