CSMD vs. PYZ ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares Dynamic Basic Materials (PYZ)
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
PYZ

PowerShares Dynamic Basic Materials

PYZ Description The PowerShares Dynamic Basic Materials Sector Portfolio (Fund) is based on the Dynamic Basic Materials Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of stocks of 60 US basic materials companies. These are companies that are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$98.28

Average Daily Volume

2,414

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period CSMD PYZ
30 Days 7.37% 3.01%
60 Days 5.09% 5.42%
90 Days 6.50% 7.92%
12 Months 29.61% 26.52%
2 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PYZ Overlap
AVY D 1.75% 3.57% 1.75%
SUM B 2.62% 2.37% 2.37%
CSMD Overweight 41 Positions Relative to PYZ
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%
PBH A 2.59%
MEDP D 2.57%
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%
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 45 Positions Relative to PYZ
Symbol Grade Weight
CRS A -5.12%
RPM A -4.44%
APD A -3.84%
LIN D -3.74%
ATI D -3.72%
RS B -3.47%
EMN D -2.74%
CF B -2.7%
NUE C -2.69%
LPX B -2.67%
SLVM B -2.43%
UEC B -2.34%
IP B -2.29%
AA B -2.25%
CBT C -2.13%
CDE D -2.13%
AVNT B -2.11%
CTVA C -1.97%
VVV F -1.94%
ESI A -1.94%
ECL D -1.92%
WLK D -1.83%
FCX D -1.8%
PCT C -1.79%
CMC B -1.79%
RGLD C -1.76%
DD D -1.75%
SMG D -1.74%
CENX B -1.73%
NEM D -1.71%
LYB F -1.68%
IFF D -1.63%
MP B -1.61%
HL D -1.56%
HWKN B -1.48%
DOW F -1.47%
PRM C -1.36%
BCPC B -1.28%
FUL F -1.18%
MTRN C -1.12%
MTX B -1.08%
NEU C -1.05%
IOSP B -1.01%
SXT B -0.96%
WOR F -0.9%
Compare ETFs