CSMD vs. PSCH ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares S&P SmallCap Health Care Portfolio (PSCH)
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

Number of Holdings *

43

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

PowerShares S&P SmallCap Health Care Portfolio

PSCH Description The PowerShares S&P SmallCap Health Care Portfolio (Fund) is based on the S&P SmallCap 600® Capped Health Care Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks in the health care sector. Included are healthcare companies principally engaged in the business of providing healthcare-related products and services, including biotechnology, pharmaceuticals, medical technology and supplies, and facilities. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$46.86

Average Daily Volume

12,065

Number of Holdings *

69

* may have additional holdings in another (foreign) market
Performance
Period CSMD PSCH
30 Days 7.37% 6.89%
60 Days 5.09% 1.12%
90 Days 6.50% 0.15%
12 Months 29.61% 25.05%
2 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PSCH Overlap
PBH A 2.59% 2.7% 2.59%
UFPT B 2.51% 1.36% 1.36%
CSMD Overweight 41 Positions Relative to PSCH
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%
MEDP D 2.57%
WHD B 2.52%
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%
RGEN D 1.44%
OPCH D 1.19%
PEN B 1.16%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 67 Positions Relative to PSCH
Symbol Grade Weight
GKOS B -5.03%
MMSI B -4.05%
INSP D -3.5%
RDNT B -3.44%
CORT B -3.27%
ADMA B -3.05%
ALKS B -3.03%
ITGR B -3.02%
KRYS B -2.97%
ICUI D -2.78%
HIMS B -2.66%
TGTX B -2.64%
OGN D -2.6%
SEM B -2.58%
CRVL A -2.16%
TMDX F -1.81%
VCEL B -1.73%
NARI C -1.72%
PTGX C -1.59%
PINC B -1.57%
CPRX C -1.55%
CNMD C -1.46%
PRVA B -1.44%
ADUS D -1.42%
LMAT A -1.42%
OMCL C -1.42%
LGND B -1.36%
SUPN C -1.3%
NEO C -1.29%
TNDM F -1.26%
ASTH D -1.13%
FTRE D -1.13%
AMPH D -1.12%
PDCO D -1.1%
NHC C -1.02%
IART C -1.0%
XNCR B -0.96%
DVAX C -0.95%
MYGN F -0.92%
USPH B -0.91%
STAA F -0.87%
HRMY D -0.84%
MD B -0.82%
PGNY F -0.73%
CERT F -0.73%
INVA D -0.7%
AHCO F -0.68%
AORT B -0.67%
AMN F -0.67%
SDGR C -0.67%
COLL F -0.63%
OMI F -0.61%
ANIP F -0.61%
EMBC C -0.56%
AVNS F -0.56%
RCUS F -0.52%
PCRX C -0.51%
HSTM B -0.5%
BLFS C -0.49%
CTKB C -0.43%
VIR D -0.43%
IRWD F -0.38%
MLAB D -0.37%
PAHC C -0.33%
SLP D -0.31%
RGNX F -0.31%
FLGT F -0.22%
Compare ETFs