CSMD vs. NBSM ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Neuberger Berman Small-Mid Cap ETF (NBSM)
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 *

42

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

Neuberger Berman Small-Mid Cap ETF

NBSM Description NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.

Grade (RS Rating)

Last Trade

$25.99

Average Daily Volume

10,747

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period CSMD NBSM
30 Days -1.45% -1.64%
60 Days 2.74% 3.57%
90 Days 3.72% 3.75%
12 Months 25.35%
5 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in NBSM Overlap
ENTG F 2.43% 2.04% 2.04%
LECO C 1.84% 1.94% 1.84%
SPSC F 3.04% 1.46% 1.46%
TSCO D 2.9% 1.6% 1.6%
VMI A 2.99% 3.0% 2.99%
CSMD Overweight 37 Positions Relative to NBSM
Symbol Grade Weight
FIX B 4.08%
CYBR C 3.64%
CW A 3.47%
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%
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%
CDW F 2.18%
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%
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 39 Positions Relative to NBSM
Symbol Grade Weight
FICO B -3.85%
EXP A -3.8%
KEX D -3.4%
TTEK A -3.08%
ITT C -3.02%
WSO C -3.01%
RYAN B -3.0%
ATR A -2.97%
TYL B -2.82%
RBC D -2.74%
CNX B -2.49%
CHE F -2.43%
HAE F -2.39%
TTC F -2.19%
RLI A -2.18%
CBU A -2.07%
LFUS F -2.05%
MKSI F -2.0%
CR B -1.99%
NXST A -1.97%
TXRH B -1.96%
GGG D -1.96%
TECH B -1.93%
TDW F -1.88%
LSCC C -1.86%
CFR B -1.78%
POWI C -1.62%
BSY D -1.62%
BFAM C -1.5%
PB B -1.49%
CHD B -1.47%
ROL C -1.44%
SSD F -1.42%
ICLR F -1.41%
IBP F -1.26%
MANH D -1.15%
FND D -1.15%
CNM D -1.1%
LNT C -1.0%
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