CSMD vs. RULE ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Adaptive Core ETF (RULE)
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
$28.67
Average Daily Volume
36,711
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.75
Average Daily Volume
4,726
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | RULE |
|---|---|---|
| 30 Days | -1.27% | -0.78% |
| 60 Days | 2.17% | 1.37% |
| 90 Days | -4.17% | -0.41% |
| 12 Months | 12.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in RULE | Overlap |
|---|
CSMD Underweight 34 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | B | -4.44% | |
| JPST | B | -4.42% | |
| APH | B | -3.96% | |
| MCHP | D | -3.26% | |
| K | D | -3.22% | |
| ETN | D | -3.15% | |
| PWR | B | -3.07% | |
| VST | B | -3.07% | |
| CMG | B | -3.06% | |
| HEI | A | -3.05% | |
| SPHQ | B | -3.05% | |
| XLG | A | -2.98% | |
| ANET | B | -2.96% | |
| ACGL | A | -2.95% | |
| GOOGL | A | -2.95% | |
| COF | D | -2.95% | |
| IWF | A | -2.84% | |
| GE | D | -2.83% | |
| COST | B | -2.82% | |
| WAB | D | -2.8% | |
| INTU | C | -2.76% | |
| MSFT | A | -2.76% | |
| CRWD | A | -2.75% | |
| MSI | A | -2.73% | |
| BRO | B | -2.73% | |
| FITB | C | -2.71% | |
| ZTS | C | -2.7% | |
| VRSK | A | -2.67% | |
| IR | C | -2.6% | |
| TMO | D | -2.55% | |
| ZS | C | -2.55% | |
| NVDA | C | -2.38% | |
| BALL | D | -2.32% | |
| ARES | C | -1.96% |
CSMD: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Diagnostics & Research
Engineering & Construction
Household & Personal Products
Packaging & Containers
Semiconductor Equipment & Materials
Software - Infrastructure
Keywords:
E-Commerce
IBD 50
Retailing
S&P 500
Supply Chain Management
Abrasives
Aerospace
Aerospace Manufacturers
Analytics Applications
Animal Product
Animal Products
Application Lifecycle Management
Applied Sciences
Barcode
Biotechnology
Building Automation
Building Biology
Building Engineering
Building Insulation Materials
Cement Services
RULE: Top Represented Industries & Keywords
Industries:
Software - Infrastructure
Semiconductors
Specialty Industrial Machinery
Aerospace & Defense
Asset Management
Banks - Regional - US
Business Services
Communication Equipment
Computer Systems
Credit Services
Diagnostics & Research
Discount Stores
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Electronic Components
Engineering & Construction
Insurance - Diversified
Insurance Brokers
Internet Content & Information
Packaged Foods
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